analyze-stock

Analyze Stock

Overview

Perform a comprehensive equity research analysis on a single stock. Combine fundamental data, technical signals, insider activity, analyst ratings, and recent news into a unified investment thesis.

Announce at start: "Running full analysis on [TICKER] — collecting fundamentals, technicals, insider data, and catalysts..."

Input

Parse $ARGUMENTS as a single ticker symbol. If empty or missing, respond with: "Usage: /analyze-stock TICKER" and STOP. Do not proceed without a ticker.

Normalize the ticker to UPPERCASE. Strip any whitespace or leading dollar signs.

Data Collection

Wave 1 — ALL calls in parallel

Tool	Parameters	Priority
tradingview_quote	tickers=[TICKER]	REQUIRED
tradingview_technicals	tickers=[TICKER]	REQUIRED
alphavantage_overview	symbols=TICKER	ENRICHMENT
finnhub_analyst_ratings	symbol=TICKER	ENRICHMENT
finnhub_company_news	symbol=TICKER, from=30 days ago, to=today	ENRICHMENT
edgar_insider_trades	ticker=TICKER	ENRICHMENT
edgar_institutional_holdings	query=TICKER	ENRICHMENT
alphavantage_earnings_history	symbol=TICKER, limit=4	ENRICHMENT
finnhub_company_profile	symbol=TICKER	ENRICHMENT
alphavantage_dividend_history	symbol=TICKER	ENRICHMENT
finnhub_short_interest	symbol=TICKER	ENRICHMENT

If a REQUIRED tool fails, report the gap and continue with available data. If an ENRICHMENT tool fails, continue without it and note the gap.

Analysis

DO NOT reproduce raw tool output. Synthesize across all data sources.

Cross-reference in this order:

1. Price action vs analyst consensus — Do technicals agree with the fundamental view? Flag divergences (e.g., strong buy ratings but bearish chart breakdown).
2. Insider behavior vs price trend — Are insiders buying on weakness or selling into strength? Quantify net insider flow over the last 90 days.
3. Earnings trajectory vs P/E — Is the current valuation justified by EPS growth? Compare trailing P/E to forward P/E if available.
4. News sentiment vs technical direction — Are recent catalysts aligned with the trend or contradicting it?

Weight REQUIRED data heavily. Use ENRICHMENT data to confirm or challenge the primary thesis. If signals conflict, say so explicitly and lower confidence.

Output Format

[TICKER] — [Company Name]

[Price] | [Change %] | Vol: [Volume] | MCap: [Market Cap]

Company Profile

One-line business description from the company profile data.

Fundamentals

Metric	Value
P/E (TTM)
Forward P/E
EPS (TTM)
Revenue (TTM)
Dividend Yield
Analyst Target
Target Upside

Technical Snapshot

Indicator	Value	Signal
RSI (14)
MACD
SMA 20
SMA 50
SMA 200
TradingView Rating

Insider Activity

Summarize net insider buying/selling over 90 days. Note largest transactions by name and role.

Catalyst Check

List 2-3 material news items and the next earnings date if known.

Verdict

Direction: BULLISH / BEARISH / NEUTRAL Confidence: HIGH / MEDIUM / LOW Support: [level] Resistance: [level] Key Risk: One sentence describing the primary downside scenario.

Limitations

Data from TradingView and Yahoo Finance is 15-minute delayed. CBOE and sentiment data is end-of-day. Verify critical levels with real-time data before executing trades.

Common Mistakes

• Presenting raw JSON from tools instead of synthesized narrative.
• Ignoring conflicting signals — if technicals say sell but analysts say buy, DO NOT hide the disagreement. State it and adjust confidence.
• Omitting the verdict section or leaving levels blank.
• Calling tools sequentially instead of in parallel — ALL Wave 1 calls MUST be parallel.