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.

Depth Flags

Select how many modules to run with --depth:

Module Sets by Depth

Quick (5 modules)

Standard (10 modules — Quick + 5 more)

Comprehensive (15 modules — Standard + 5 more)

Research Process (5 Phases)

Modules are grouped into phases regardless of depth. Earlier phases inform later-phase assumptions.

Phase 1 — Business & Competitive Foundation

Establish qualitative and quantitative foundation before attempting valuation.

• stock-eval — Company overview, competitive position, relative valuation vs. peers
• competitor-analysis (standard+) — Moat depth, Porter’s Five Forces, pricing power

Output: Business Quality Score (0–10) Score reflects durability of competitive advantages, financial health, and consistency of returns.

Phase 2 — Valuation

Determine intrinsic and relative worth of the business.

• stock-valuation — DCF intrinsic value with Bull/Base/Bear scenarios, plus P/E, EV/EBITDA, P/S, P/FCF peer multiples

Output: Valuation Score (0–10) — 10 = deep discount to intrinsic value; 5 = fair value; 0 = extreme overvaluation.

Phase 3 — Market Signals

Understand what sophisticated market participants are signaling.

• insider-trading — SEC Form 4 patterns, net insider sentiment
• institutional-ownership (standard+) — Smart money 13F changes, concentration
• earnings-call-analysis — Management tone, guidance quality, forward signals

Output: Market Signal Score (0–10) — High = insider buying + institutional accumulation + positive management tone.

Phase 4 — Technical Timing

Identify current technical setup to optimize entry timing.

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

Output: Technical Setup Score (0–10) — Strong (8–10), Moderate (4–7), Weak (0–3).

Phase 5 — Risk Assessment

Quantify downside risks and positioning pressure.

• short-interest (standard+) — Short positioning, days-to-cover, squeeze risk
• options-analysis (standard+) — Implied volatility, put/call ratios, options flow
• economics-analysis (comprehensive) — Macro environment, rate sensitivity
• financial-report-analyst (comprehensive) — 10-K/10-Q risk factors
• bear-case (comprehensive) — Short-seller red-team: Thesis-Killers and a downside target. Its downside target sets the Bear scenario in the Valuation Summary and Exit Strategy, its Thesis-Killers become the Bear Case section of the thesis narrative, and the Thesis Invalidation checks whether they are refuted
• catalyst-calendar (comprehensive) — Dated events in the next 90 days and their expected price impact. High-impact binary events lower the Risk Profile score, and the dated events populate “next catalyst dates” in the Monitoring Plan

Output: Risk Profile Score (0–10) — Inverse of risk: Low risk = high score (8–10), High risk = low score (0–3).

Composite Scoring Framework

Full Report Score = Weighted Composite

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

Composite Interpretation:
8.0–10.0  → Strong Buy   (all signals aligned)
6.5–7.9   → Buy          (most signals positive)
5.0–6.4   → Hold/Watch   (mixed signals)
3.5–4.9   → Underweight  (mostly negative signals)
0.0–3.4   → Sell/Avoid   (strong negative signals)

Sub-score derivation:

• Business Quality: average of moat score (competitor-analysis) + financial strength (stock-eval)
• Valuation: 10 = deep discount to intrinsic value; 5 = at fair value; 0 = extreme overvaluation
• Market Signals: weighted average of insider, institutional, and earnings call scores
• Technical Setup: Strong=8–10, Moderate=4–7, Weak=0–3
• Risk Profile: inverse of risk — Low risk = 8–10, High risk = 0–3; at comprehensive depth this includes the bear-case downside severity and the catalyst-calendar event risk

When running quick or standard depth, scores for missing modules default to neutral (5.0) and are flagged as “not assessed” in the scorecard.

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 AMZN --output ~/Desktop/

Arguments:

• <TICKER> — required, any US-listed stock
• --depth — quick | standard | comprehensive (default: comprehensive)
• --lang — output language, default en, supports zh-TW, zh-CN, ja
• --output — custom save path, default output/

Output File Naming

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

Example: output/AAPL_report_2025-06-19.html

Workflow

1. Parse --depth flag and determine which modules to run
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
5. Build investment thesis narrative with bull/bear case
6. Render complete HTML with all sections, charts, and scorecard
7. Write file to output path and confirm location

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”
• 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.

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:

╔══════════════════════════════════════════════╗
║              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.