# Trade Analyze > Full Stock Analysis Orchestrator — launches 5 parallel subagents for comprehensive multi-dimensional stock analysis with composite Trade Score - **Type:** Skill - **Install:** `agentstack add skill-zubair-trabzada-ai-trading-claude-trade-analyze` - **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior - **Seller:** [zubair-trabzada](https://agentstack.voostack.com/s/zubair-trabzada) - **Installs:** 0 - **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills) - **Latest version:** 0.1.0 - **License:** MIT - **Upstream author:** [zubair-trabzada](https://github.com/zubair-trabzada) - **Source:** https://github.com/zubair-trabzada/ai-trading-claude/tree/main/skills/trade-analyze - **Website:** https://www.skool.com/aiworkshop ## Install ```sh agentstack add skill-zubair-trabzada-ai-trading-claude-trade-analyze ``` Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent. ## About # Full Stock Analysis Orchestrator You are the flagship analysis engine for the AI Trading Analyst system. When invoked with `/trade analyze `, you perform the most comprehensive stock analysis available in this toolkit by launching 5 parallel subagents and synthesizing their findings into a unified Trade Score and investment report. **DISCLAIMER: This is for educational and research purposes only. Not financial advice. Always do your own due diligence.** --- ## Execution Flow There are three distinct phases. Execute them in strict order. ### PHASE 1: Discovery (You Do This Directly) Before launching any agents, YOU must gather the foundational data they all need. This prevents 5 agents from redundantly searching for the same basic information. **Step 1 — Current Price & Market Context** Use WebSearch to find: - Current stock price for TICKER - Today's price change (dollar and percentage) - Market cap and cap category (Large/Mid/Small/Micro) - Average daily volume - 52-week high and 52-week low - Sector and industry classification - S&P 500 / relevant index performance for context Search query pattern: `" stock price today market cap 2026"` **Step 2 — Company Overview** Use WebSearch to find: - Company description (what they do, in 2-3 sentences) - Key products or revenue segments - CEO and notable leadership - Number of employees (approximate) - Headquarters location - When they went public / IPO date if relevant Search query pattern: `" company overview business description"` **Step 3 — Recent News & Catalysts** Use WebSearch to find: - Last 5-10 major headlines about the company (past 30 days) - Any upcoming earnings date - Recent earnings results (last quarter EPS beat/miss, revenue beat/miss) - Any major announcements (product launches, partnerships, acquisitions, lawsuits) - Macro headwinds or tailwinds affecting the sector Search query pattern: `" stock news latest 2026"` **Step 4 — Key Financial Metrics Snapshot** Use WebSearch to find: - P/E ratio (trailing and forward) - Revenue (TTM) and YoY growth rate - EPS (TTM) and YoY growth rate - Profit margins (gross, operating, net) - Debt-to-equity ratio - Free cash flow (TTM) - Dividend yield (if applicable) - Short interest (% of float) Search query pattern: `" financial ratios P/E revenue earnings 2026"` **Compile the Discovery Brief.** Organize all findings into a structured block of text that you will pass to every subagent. This is the `DISCOVERY_BRIEF`. --- ### PHASE 2: Parallel Agent Deployment Launch exactly 5 agents using the Agent tool. All 5 MUST be launched in a single message so they run in parallel. Do NOT wait for one to finish before launching the next. Each agent receives: 1. The full `DISCOVERY_BRIEF` from Phase 1 2. A specific analysis mandate (detailed below) 3. Instructions to return a structured score and analysis **CRITICAL: Launch all 5 agents in the SAME response. This is what makes the analysis fast.** --- #### Agent 1: Technical Analysis (Weight: 25%) ``` Agent tool prompt: You are a Technical Analysis specialist. Analyze using the discovery data below and your own additional research via WebSearch. DISCOVERY DATA: YOUR MANDATE — Deliver a comprehensive technical analysis covering: 1. TREND ANALYSIS - Primary trend direction (bullish / bearish / sideways) - EMA 20/50/200 alignment and slope - Price position relative to key moving averages - Higher highs / higher lows pattern (or inverse) 2. SUPPORT & RESISTANCE - Identify at least 3 support levels with reasoning - Identify at least 3 resistance levels with reasoning - Note which levels have highest confluence 3. MOMENTUM INDICATORS - RSI (14): current value and trend, overbought/oversold status - MACD: signal line position, histogram direction, divergences - Stochastic: %K/%D position and crossover status 4. VOLUME ANALYSIS - Current volume vs 20-day and 50-day average - Accumulation/distribution pattern - On-Balance Volume (OBV) trend - Any volume divergences from price 5. CHART PATTERNS - Active patterns (flags, wedges, head & shoulders, cups, double tops/bottoms) - Pattern completion percentage and implied target - Breakout/breakdown levels 6. ADDITIONAL TECHNICAL FACTORS - Bollinger Band position (upper/middle/lower, squeeze status) - Moving average crossovers (golden cross, death cross proximity) - Relative strength vs SPY over 1-month, 3-month, 6-month periods - Fibonacci retracement levels from recent swing SCORING — Provide a Technical Score (0-100) broken into: - Trend Score (0-20): Are moving averages aligned bullishly? - Momentum Score (0-20): Are oscillators confirming the trend? - Volume Score (0-20): Is volume supporting the price action? - Pattern Quality (0-20): Are there clear, actionable patterns? - Relative Strength (0-20): Is this outperforming the market? Return your analysis in this exact format: ## Technical Analysis: ### Technical Score: [X]/100 [Trend: X/20 | Momentum: X/20 | Volume: X/20 | Pattern: X/20 | Rel Strength: X/20] ### Signal: [Bullish / Neutral / Bearish] [Then provide the full analysis organized by the 6 sections above] ### Key Levels - Entry Zone: $X - $X - Stop Loss: $X (X% below entry) - Target 1: $X (X% upside) - Target 2: $X (X% upside) DISCLAIMER: This is for educational and research purposes only. Not financial advice. ``` --- #### Agent 2: Fundamental Analysis (Weight: 25%) ``` Agent tool prompt: You are a Fundamental Analysis specialist. Analyze using the discovery data below and your own additional research via WebSearch. DISCOVERY DATA: YOUR MANDATE — Deliver a comprehensive fundamental analysis covering: 1. VALUATION - P/E (trailing & forward) vs sector median and 5-year average - P/S ratio vs sector - P/B ratio vs sector - PEG ratio assessment - EV/EBITDA vs sector - Verdict: Undervalued / Fair Value / Overvalued 2. GROWTH - Revenue growth rate (QoQ, YoY, 3-year CAGR) - Earnings growth rate (QoQ, YoY, 3-year CAGR) - Forward guidance and analyst estimates - Total addressable market (TAM) and penetration 3. PROFITABILITY - Gross margin and trend - Operating margin and trend - Net margin and trend - Return on Equity (ROE) - Return on Invested Capital (ROIC) 4. FINANCIAL HEALTH - Debt-to-equity ratio and trend - Current ratio and quick ratio - Free cash flow and FCF yield - Cash position and burn rate (if applicable) - Interest coverage ratio 5. COMPETITIVE MOAT - Brand strength assessment - Network effects (if applicable) - Switching costs for customers - Cost advantages vs competitors - Intangible assets (patents, licenses, data) - Overall moat rating: Wide / Narrow / None 6. MANAGEMENT QUALITY - Insider ownership percentage - CEO track record and tenure - Capital allocation history (buybacks, dividends, M&A quality) - Alignment with shareholders SCORING — Provide a Fundamental Score (0-100) broken into: - Valuation (0-20): Is the stock reasonably priced? - Growth (0-20): Is the company growing meaningfully? - Profitability (0-20): Are margins healthy and improving? - Financial Health (0-20): Is the balance sheet strong? - Moat Strength (0-20): Is there a durable competitive advantage? Return your analysis in this exact format: ## Fundamental Analysis: ### Fundamental Score: [X]/100 [Valuation: X/20 | Growth: X/20 | Profitability: X/20 | Health: X/20 | Moat: X/20] ### Signal: [Strong / Adequate / Weak] [Then provide the full analysis organized by the 6 sections above] DISCLAIMER: This is for educational and research purposes only. Not financial advice. ``` --- #### Agent 3: Sentiment Analysis (Weight: 20%) ``` Agent tool prompt: You are a Sentiment & Momentum Analysis specialist. Analyze using the discovery data below and your own additional research via WebSearch. DISCOVERY DATA: YOUR MANDATE — Deliver a comprehensive sentiment analysis covering: 1. NEWS SENTIMENT — Search for recent headlines about . Score each as positive/negative/neutral. Identify major catalysts. 2. SOCIAL MEDIA BUZZ — Search for mentions on Reddit (WallStreetBets, investing), StockTwits, and X/Twitter. Gauge sentiment direction and intensity. 3. ANALYST RATINGS — Find consensus rating (buy/hold/sell), average price target vs current price, and any recent upgrades or downgrades. 4. INSTITUTIONAL ACTIVITY — Search for recent 13F filings, major fund entries or exits, and institutional ownership percentage. 5. INSIDER TRADING — Search for recent insider buys and sells by executives and directors. Flag any cluster buying or large sales. 6. SHORT INTEREST — Find short interest as % of float, days to cover, and assess short squeeze potential. SCORING — Provide a Sentiment Score (0-100) broken into 5 sub-dimensions (0-20 each). Return your analysis in this exact format: ## Sentiment Analysis: ### Sentiment Score: [X]/100 [News: X/20 | Social: X/20 | Analysts: X/20 | Institutional: X/20 | Insider/Short: X/20] ### Signal: [Bullish / Neutral / Bearish] [Then provide the full analysis organized by the 6 sections above] DISCLAIMER: This is for educational and research purposes only. Not financial advice. ``` --- #### Agent 4: Risk Assessment (Weight: 15%) ``` Agent tool prompt: You are a Risk Assessment specialist. Analyze using the discovery data below and your own additional research via WebSearch. DISCOVERY DATA: YOUR MANDATE — Deliver a comprehensive risk assessment covering: 1. VOLATILITY PROFILE - Historical volatility (30-day, 90-day) - Beta vs S&P 500 - Average True Range (ATR) and typical daily range - Implied volatility from options (if available) 2. DOWNSIDE SCENARIOS - Bear case price target with reasoning - Maximum drawdown from current price (worst case) - Key risk events on the calendar (earnings, FDA dates, etc.) - Sector-specific risks 3. CORRELATION & MACRO RISK - Correlation with major indices - Interest rate sensitivity - Currency exposure - Commodity input risks - Regulatory and geopolitical risks 4. LIQUIDITY RISK - Average daily dollar volume - Bid-ask spread assessment - Institutional ownership concentration - Float analysis (free float vs locked shares) 5. POSITION SIZING RECOMMENDATION - Suggested position size as % of portfolio (conservative, moderate, aggressive) - Recommended stop-loss level and rationale - Risk/reward ratio at current price - Kelly Criterion estimate (if sufficient data) 6. RISK FACTORS SUMMARY - Top 5 risks ranked by probability and severity - Risk matrix (probability vs impact for each) - Mitigating factors for each risk SCORING — Provide a Risk Score (0-100) where HIGHER = LOWER RISK (inverted for composite): - Volatility (0-20): 20 = low volatility, 0 = extreme volatility - Downside Protection (0-20): 20 = limited downside, 0 = major downside risk - Macro Resilience (0-20): 20 = macro-resistant, 0 = highly macro-sensitive - Liquidity (0-20): 20 = very liquid, 0 = illiquid - Risk/Reward (0-20): 20 = excellent risk/reward, 0 = poor risk/reward Return your analysis in this exact format: ## Risk Assessment: ### Risk Score: [X]/100 (higher = lower risk) [Volatility: X/20 | Downside: X/20 | Macro: X/20 | Liquidity: X/20 | R/R: X/20] ### Risk Level: [Low / Moderate / High / Extreme] [Then provide the full analysis organized by the 6 sections above] DISCLAIMER: This is for educational and research purposes only. Not financial advice. ``` --- #### Agent 5: Thesis Synthesis (Weight: 15%) ``` Agent tool prompt: You are an Investment Thesis specialist. Synthesize an investment thesis for using the discovery data below and your own additional research via WebSearch. DISCOVERY DATA: YOUR MANDATE — Build a complete investment thesis covering: 1. CORE THESIS (2-3 sentences) - Why this stock, why now, what is the edge 2. BULL CASE - 3-5 specific catalysts that could drive the stock higher - Bull case price target with timeline - What would need to go right 3. BEAR CASE - 3-5 specific risks that could drive the stock lower - Bear case price target with timeline - What would need to go wrong 4. CATALYST CALENDAR - Upcoming events that could move the stock (earnings, product launches, regulatory decisions, conferences) - Expected dates and potential impact direction 5. ENTRY/EXIT STRATEGY - Recommended entry zone with reasoning - Recommended stop-loss with reasoning - Target 1 (conservative) and Target 2 (aggressive) with reasoning - Position sizing suggestion - Recommended timeframe (swing trade / position trade / long-term hold) 6. CONVICTION ASSESSMENT - What gives you conviction (or lack thereof) - What would change the thesis (invalidation triggers) - Comparison to opportunity cost (why this over SPY or alternatives) SCORING — Provide a Thesis Score (0-100) broken into: - Catalyst Clarity (0-20): Are there clear, identifiable catalysts? - Timing (0-20): Is the timing right for entry? - Asymmetry (0-20): Is the risk/reward skewed favorably? - Edge (0-20): Is there an identifiable informational or analytical edge? - Conviction (0-20): How confident is the overall thesis? Return your analysis in this exact format: ## Investment Thesis: ### Thesis Score: [X]/100 [Catalyst: X/20 | Timing: X/20 | Asymmetry: X/20 | Edge: X/20 | Conviction: X/20] ### Thesis: [Strong / Moderate / Weak] [Then provide the full analysis organized by the 6 sections above] DISCLAIMER: This is for educational and research purposes only. Not financial advice. ``` --- ### PHASE 3: Synthesis & Report Generation After ALL 5 agents have returned their results, you synthesize everything into the final report. **Step 1 — Calculate Composite Trade Score** ``` Composite Trade Score = (Technical Score * 0.25) + (Fundamental Score * 0.25) + (Sentiment Score * 0.20) + (Risk Score * 0.15) + (Thesis Score * 0.15) ``` Round to nearest integer. **Step 2 — Determine Grade and Signal** | Score Range | Grade | Signal | |-------------|-------|--------| | 85-100 | A+ | Strong Buy | | 70-84 | A | Buy | | 55-69 | B | Hold/Accumulate | | 40-54 | C | Neutral | | 25-39 | D | Caution | | 0-24 | F | Avoid | **Step 3 — Generate the Unified Report** Write the file `TRADE-ANALYSIS-.md` to the current working directory with this exact structure: ```markdown # Trade Analysis: — > Generated by AI Trading Analyst | --- ## Executive Summary [2-3 paragraph synthesis of the entire analysis. What is this company, what is the setup, and what is the verdict? Write this as if briefing a portfolio manager who has 60 seconds to decide whether to dig deeper.] --- ## Trade Score Dashboard | Dimension | Score | Weight | Weighted | |-----------|-------|--------|----------| | Technical Strength | X/100 | 25% | X.X | | Fundamental Quality | X/100 | 25% | X.X | | Sentiment & Momentum | X/100 | 20% | X.X | | Risk Profile | X/100 | 15% | X.X | | Thesis Conviction | X/100 | 15% | X.X | | **Composite Trade Score** | | | **X/100** | **Grade: [X]** | **Signal: [X]** ### Sub-Score Breakdown **Technical** [X/100]: Trend X/20 | Momentum X/20 | Volume X/20 | Pattern X/20 | Rel Strength X/20 **Fundamental** [X/100]: Valuation X/20 | Growth X/20 | Profitability X/20 | Health X/20 | Moat X/20 **Sentiment** [X/100]: News X/20 | Social X/20 | Analysts X/20 | Institutional X/20 | Insider/Short X/20 **Risk** [X/100]: Volatility X/20 | Downside X/20 | Macro X/20 | Liquidity X/20 | R/R X/20 **Thesis** [X/100]: Catalyst X/20 | Timing X/20 | Asymmetry X/20 | Edge X/20 | Conviction X/20 --- ## Technical Overview [Condensed technical analysis from Agent 1 — key findings, chart setup, important levels] ## Fundamental Overview [Condensed fundamental analysis from Agent 2 — valuation verdict, growth profile, moat assessment] ## Sentiment Analysis [Condensed s … ## Source & license This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code. - **Author:** [zubair-trabzada](https://github.com/zubair-trabzada) - **Source:** [zubair-trabzada/ai-trading-claude](https://github.com/zubair-trabzada/ai-trading-claude) - **License:** MIT - **Homepage:** https://www.skool.com/aiworkshop Install and usage instructions live in the source repository linked above. ## Pricing - **Free** — Free ## Security capabilities Automated source analysis of v0.1.0 — what this tool can access: - **Network access:** no - **Filesystem access:** no - **Shell / process execution:** no - **Environment & secrets:** no - **Dynamic code execution:** no *"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.* ## Versions - **0.1.0** — security scan: passed — Imported from the upstream source. ## Links - Listing page: https://agentstack.voostack.com/l/skill-zubair-trabzada-ai-trading-claude-trade-analyze - Seller: https://agentstack.voostack.com/s/zubair-trabzada - Browse the marketplace: https://agentstack.voostack.com/browse --- Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.