Full Report — Comprehensive Stock Analysis Orchestrator

Orchestrate InvestSkill analysis modules on one ticker at your chosen depth, synthesize findings into a unified investment thesis with composite scoring, and produce a standalone professional HTML report with interactive Chart.js visualizations.

Data Verification

Open the report with a Data & Sources header (see Data & Accuracy) so provenance is explicit:

Data & Sources
  As of:      <date the figures represent>
  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, …>
  Retrieval:  <pasted by user | web/tool retrieval | model memory>
  Confidence: <HIGH | MEDIUM | LOW>

Before rendering the final report, verify:

• The Data & Sources header is present and the Retrieval/Confidence are honest (flag “model memory” as LOW)
• All executed modules returned scores (not blank)
• Scores are within 0–10 range
• Weighted composite arithmetic is correct (weights sum to 100%)
• Missing modules for quick/standard depth are flagged as “not assessed” and the re-weighted component weights are shown
• No data older than 90 days used without explicit warning

Then run fact-check on the composite (every figure the modules produced, verified against the filing and market data, with citations), and hand result-validator two separate things: the corrected composite as the analysis to validate (so its “Original Score” is the investment score, not the Verification Score), and the fact-check ledger and Verification Score as evidence for its Data Quality dimension. Include both scores in the report footer, labelled — a composite thesis should never ship without this verification-and-validation pass.

🌐 Output Language — --lang zh-TW

English is the default. With --lang zh-TW — or when the user writes in Traditional Chinese and asks for a Chinese answer — write the whole analysis in Traditional Chinese (繁體中文, Taiwan usage), keeping it machine-checkable:

• Translate every heading, narrative paragraph, table header and bullet. Give each metric’s English name in brackets the first time it appears — 自由現金流（Free Cash Flow, FCF） — so the reader can match it to the glossary and to English analyses.
• Keep in English tickers, figures and units, SEC form and item names (10-K Item 7, Form 4), the four Data & Sources field labels (As of, Source, Retrieval, Confidence — the Retrieval value may be written in Chinese, e.g. 使用者提供), and the Investment Signal box and JSON footer exactly as specified — field names and the BULLISH / NEUTRAL / BEARISH, HIGH / MEDIUM / LOW, BUY / HOLD / SELL, STRONG / MODERATE / WEAK values. Tools parse them.
• Title the invalidation section 論點失效條件（Thesis Invalidation）, and close with the disclaimer in Chinese: 免責聲明： 僅供教育用途，非投資建議。
• Use Taiwan financial terms: 殖利率、本益比、營業利益率、自由現金流、聯準會、選擇權、買權／賣權、除息日、預扣稅.

Depth Flags

Select how many modules to run with --depth, and drop any with --skip:

Module Sets by Depth

Quick (5 modules — every scored component covered once)

Standard (10 modules — Quick + 5 more)

Comprehensive (every framework that applies to one stock — Standard + 15 more)

Modules in (italics) produce inputs, the plan, the charts or the verification; they do not get a weight in the composite.

Frameworks that do not apply to a single-stock report (run them on their own):

• etf-analysis — if the ticker is an ETF, stop and run it instead of this report
• portfolio-review, risk-stress-test, tax-lens — they need the user’s holdings or lots
• stock-screener, compare — they rank or weigh several tickers
• trade-postmortem — it reviews a closed trade
• learning-coach — run it on the finished report to have every metric explained

Research Process (5 Phases)

Modules are grouped into phases regardless of depth; each phase’s sub-score is the component of the same name. Earlier phases inform later-phase assumptions.

Phase 1 — Business & Competitive Foundation → Business Quality

• stock-eval — Company overview, financial strength, relative valuation vs. peers
• competitor-analysis (standard+) — Moat depth, Porter’s Five Forces, pricing power
• financial-report-analyst (standard+) — Statement quality and red flags; at comprehensive depth it reads the 10k-digest first
• industry-map (comprehensive) — Where the company sits in its value chain and who holds the pricing power
• dividend-analysis (comprehensive) — Capital allocation: dividend and buyback sustainability, FCF deployment, M&A record, debt management

Phase 2 — Valuation → Valuation

• stock-valuation — DCF intrinsic value with Bull/Base/Bear scenarios, plus P/E, EV/EBITDA, P/S, P/FCF peer multiples. At comprehensive depth, the bear-case downside target sets the Bear scenario

10 = deep discount to intrinsic value; 5 = fair value; 0 = extreme overvaluation.

Phase 3 — Market Signals → Market Signals

• insider-trading — SEC Form 4 patterns, net insider sentiment
• earnings-call-analysis (standard+) — Management tone, guidance quality, forward signals
• institutional-ownership (standard+) — Smart-money 13F changes, concentration
• earnings-preview (comprehensive, report within 45 days) — What the price already assumes going into the print

Phase 4 — Technical Timing → Technical Setup

• technical-analysis — Trend structure, support/resistance, volume, momentum
• sector-analysis (comprehensive) — Sector rotation, relative strength vs. benchmark

Phase 5 — Risk Assessment → Risk Profile

• bear-case — Short-seller red-team: Thesis-Killers and a downside target. Its Thesis-Killers become the Bear Case section of the thesis narrative, and the Thesis Invalidation checks whether they are refuted
• catalyst-calendar (standard+) — Dated events in the next 90 days; high-impact binary events lower the Risk Profile, and the dates populate “next catalyst dates” in the Monitoring Plan
• short-interest, options-analysis, economics-analysis (comprehensive) — Positioning pressure, what the options market prices in, macro and rate sensitivity
• forensic-accounting, credit-check (comprehensive) — Can the earnings be trusted, and can the balance sheet carry the plan

After the phases (comprehensive)

• position-ladder writes the Entry Strategy; chart-master draws the charts; fact-check then result-validator verify the composite (see Data Verification above); thesis-tracker saves the thesis, its KPIs and the invalidation triggers to output/thesis/<TICKER>.md.

Composite Scoring Framework

Full Report Score = Weighted Composite

Component                Weight    Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality          25%      [Phase 1 modules that ran]
Valuation                 25%      [Phase 2]
Market Signals            20%      [Phase 3 modules that ran]
Technical Setup           15%      [Phase 4 modules that ran]
Risk Profile              15%      [Phase 5 modules that ran]
─────────────────────────────────────────────────────
COMPOSITE SCORE          100%      X.X / 10

Composite Interpretation (the standard Score Guide — the box at the end uses the same bands):
8.0–10.0  → Strongly Bullish    (all signals aligned)
6.0–7.9   → Moderately Bullish  (most signals positive)
4.0–5.9   → Neutral             (mixed signals)
2.0–3.9   → Moderately Bearish  (mostly negative signals)
0.0–1.9   → Strongly Bearish    (strong negative signals)

The composite is the box Score, so the box Signal follows from it: ≥ 6.0 BULLISH, 4.0–5.9 NEUTRAL, < 4.0 BEARISH. Action and Conviction are a judgement on top (a 6.2 can be BULLISH / HOLD / WEAK when the valuation is stretched), but never contradict the Signal.

Sub-score derivation — a sub-score is the plain average of the box Scores of the modules in its component that ran. Every module’s box Score is already oriented so that higher is better for a holder: bear-case reports min(10 − Bear Case Strength, 6.5), forensic-accounting reports 10 − Manipulation Risk Score, credit-check reports its Credit Health Score, and catalyst-calendar, short-interest, options-analysis and economics-analysis score the setup for a holder. No module is inverted a second time here.

Missing modules are never scored as 5.0. Quick depth covers each component once, so all five weights apply. If --skip (or “not applicable”, e.g. earnings-preview outside the 45-day window, credit-check for a bank) removes every module of a component, drop that component and re-weight the rest proportionally — e.g. without Market Signals: Business Quality 31.25% · Valuation 31.25% · Technical Setup 18.75% · Risk Profile 18.75%. The scorecard lists every module as run / skipped by request / not applicable and states the weights actually used.

Conflict Resolution

When signals conflict across modules, apply these rules:

• Fundamental overrides technical: Business quality and intrinsic value take precedence over short-term price action.
• Consensus overrides outlier: When 4 of 5 phases agree on direction, document the outlier but do not let it dominate the composite score.
• Document all conflicts explicitly: Never suppress conflicting signals. Present the full bull and bear case and explain how the weighting resolves the conflict.
• Flag unresolvable conflicts: When signals are deeply contradictory (e.g., strong fundamentals + extreme overvaluation + heavy insider selling), flag as “Conflicted — Monitor Only” until resolution.

Investment Thesis Narrative

Every full-report output must include a narrative investment thesis structured as:

1. Investment Thesis (2–3 paragraphs): What does the company do, why is it a compelling or poor investment now, and what is the key insight driving the thesis?
2. Bull Case (3–5 quantifiable reasons with supporting evidence from phase outputs)
3. Bear Case (3–5 specific risks with probability assessment and potential intrinsic value impact)
4. Composite Score Card (visual table with all component scores, weighted scores, and interpretation)
5. Valuation Summary (intrinsic value per share, current price, margin of safety, upside/downside % per scenario)
6. Entry Strategy (technical setup description, ideal entry range, position sizing: Aggressive 5–7% / Moderate 2–4% / Starter 1–2%)
7. Exit Strategy (base/bull/bear price targets, stop-loss level, time horizon)
8. Monitoring Plan (key metrics to track quarterly, thesis-changing events, early warning signals, next catalyst dates)

HTML Report Structure

The output file is a standalone HTML document (no external dependencies except CDN Chart.js):

• Cover page — ticker, price, date, depth flag used, overall composite score, recommendation
• Sidebar TOC — sticky navigation linking to each section
• Analysis sections — one per executed module plus final synthesis
• Interactive charts — MA overlay, RSI, MACD, volume, composite score radar, phase score bar
• Composite Score Card — weighted multi-factor scorecard with color coding
• Signal block — standardized investment signal at report end

Design Principles

• Clean, minimal design — white background, navy accents, Inter/system font
• Data-dense tables with clear visual hierarchy
• Color coding: green = bullish, amber = neutral, red = bearish
• Print-friendly (no fixed sidebars when printing)
• Self-contained: one .html file, no local assets

Usage

full-report AAPL
full-report NVDA --depth quick
full-report MSFT --depth standard
full-report TSLA --depth comprehensive --lang zh-TW
full-report JPM --skip credit-check,options-analysis
full-report AMZN --output ~/Desktop/

Arguments:

• <TICKER> — required, any US-listed stock
• --depth — quick | standard | comprehensive (default: comprehensive)
• --skip — comma-separated module names to leave out at any depth; the scorecard re-weights (see Composite Scoring)
• --lang — output language, default en, supports zh-TW
• --output — custom save path, default output/

Output File Naming

output/<TICKER>_report_<YYYY-MM-DD>.html

Example: output/AAPL_report_2026-10-24.html

Workflow

1. Parse --depth and --skip; determine which modules run, and mark the not-applicable ones (ETF ticker → stop and suggest etf-analysis; bank/insurer → no credit-check; next report > 45 days away → no earnings-preview)
2. Gather all available data for <TICKER> (financials, price, filings, macro)
3. Execute modules in phase order; each phase’s output informs the next
4. Compute composite weighted score (0–10) using framework above, re-weighting for any component with no module
5. Build investment thesis narrative with bull/bear case
6. At comprehensive depth: Entry Strategy from position-ladder, charts from chart-master, then fact-check → result-validator on the composite
7. Render complete HTML with all sections, charts, and scorecard
8. Write the file to the output path, save the thesis with thesis-tracker (comprehensive), and confirm both locations

Thesis Invalidation

The composite thesis is only as good as its weakest well-weighted module. After the final synthesis, state what would reverse the composite call:

If the composite is BULLISH — thesis breaks if:

• Any module weighted ≥ 15% flips from BULLISH to BEARISH at the next re-run (name the module and the metric that would flip it)
• The bear-case module’s Thesis-Killers are not refuted — a bull composite that cannot answer its own red-team is not bullish, it is unexamined
• Price rises far enough that the valuation modules’ fair-value range is exceeded while the fundamental modules are unchanged (multiple expansion doing all the work)

If the composite is BEARISH — thesis breaks if:

• The specific deterioration that drove the low-scoring modules reverses (margins re-expand, guidance is raised, insider selling stops)
• Valuation falls below the bear-case downside target with fundamentals stable (the bad news is priced)
• Two or more independent modules (e.g. insider-trading + institutional-ownership) turn positive together

Re-run this report when:

• [ ] Next earnings release (every module’s inputs change)
• [ ] Price moves ±15% from the level in the Data & Sources header
• [ ] Any single module’s signal flips
• [ ] 90 days have elapsed

Output Format

End with the standard signal block after the final synthesis section:

In the output, the box below is followed immediately by this machine-readable footer — the same values as the box, filled in (no placeholders, no comments), so tools can read the result without parsing the box:

{"investskill": "1", "skill": "full-report", "ticker": "<TICKER, or null for a portfolio / market-wide view>", "as_of": "<YYYY-MM-DD from Data & Sources>", "signal": "<BULLISH | NEUTRAL | BEARISH>", "confidence": "<HIGH | MEDIUM | LOW>", "horizon": "<SHORT-TERM | MEDIUM-TERM | LONG-TERM>", "score": 0.0, "action": "<BUY | HOLD | SELL>", "conviction": "<STRONG | MODERATE | WEAK>", "retrieval": "<pasted by user | web/tool retrieval | model memory>", "sources": ["<each primary source, dated>"]}

╔══════════════════════════════════════════════╗
║              INVESTMENT SIGNAL               ║
╠══════════════════════════════════════════════╣
║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
║ Confidence:  HIGH / MEDIUM / LOW             ║
║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
║ Score:       X.X / 10                        ║
╠══════════════════════════════════════════════╣
║ Action:      BUY / HOLD / SELL               ║
║ Conviction:  STRONG / MODERATE / WEAK        ║
╚══════════════════════════════════════════════╝

Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish Confidence: HIGH (strong data, clear signals) | MEDIUM (mixed signals) | LOW (limited data, conflicting signals) Horizon: SHORT-TERM (1 week–3 months) | MEDIUM-TERM (3 months–1 year) | LONG-TERM (1+ years)

Disclaimer: Educational analysis only. Not financial advice.