Skill Reference

Research Bundle

Framework reference · research-bundle

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This skill has been unified into full-report. Use full-report with a --depth flag instead:

Old Usage New Equivalent
research-bundle AAPL --quick full-report AAPL --depth quick
research-bundle AAPL full-report AAPL --depth standard
research-bundle AAPL (full) full-report AAPL --depth comprehensive

The full-report skill absorbs everything research-bundle provided: the 5-phase framework, composite scoring weights, investment thesis narrative, conflict resolution rules, entry/exit strategy, and monitoring plan — plus HTML report output and configurable depth.


Composite Scoring Weights (Quick Reference)

Component                Weight    Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality          25%      [competitor + fundamental]
Valuation                 25%      [DCF + relative valuation]
Market Signals            20%      [insider + institutional + earnings]
Technical Setup           15%      [technical analysis timing]
Risk Profile              15%      [short interest + options signals]
─────────────────────────────────────────────────────
COMPOSITE SCORE          100%      X.X / 10

8.0–10.0  → Strong Buy   |  6.5–7.9  → Buy
5.0–6.4   → Hold/Watch   |  3.5–4.9  → Underweight
0.0–3.4   → Sell/Avoid

Depth Modes in full-report

  • --depth quick (5 modules): stock-eval, technical-analysis, dcf-valuation, insider-trading, earnings-call-analysis
  • --depth standard (10 modules): adds institutional-ownership, competitor-analysis, sector-analysis, options-analysis, short-interest
  • --depth comprehensive (15 modules): adds fundamental-analysis, stock-valuation, economics-analysis, financial-report-analyst, dividend-analysis

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

Disclaimer: Educational analysis only. Not financial advice.