Research Bundle

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

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

5-Phase Research Framework (reference)

The original research-bundle framework — now executed automatically by full-report:

Phase 1 — Business Foundation (competitor-analysis, sector-analysis) Assess economic moat width (Wide/Narrow/None), Porter’s Five Forces, market share trajectory, and sector rotation positioning. Score: business quality 0–10.

Phase 2 — Valuation (dcf-valuation, stock-valuation) DCF intrinsic value across 3 scenarios + comparable company multiples (EV/EBITDA, P/E, P/S). Probability-weighted composite IV. Upside/downside to fair value.

Phase 3 — Market Signals (insider-trading, institutional-ownership, earnings-call-analysis) Net insider sentiment (Form 4 last 90 days), institutional accumulation/distribution (13F delta), management tone and guidance delta from last earnings call.

Phase 4 — Technical Setup (technical-analysis) MA stack (30/60/90/200/365d), RSI, MACD, Ichimoku, multi-timeframe confluence. Entry price, target, stop-loss, R:R ratio. Timing signal for position entry.

Phase 5 — Risk & Options (short-interest, options-analysis, economics-analysis) Short squeeze score, IV rank, put/call ratio skew, macro regime (yield curve, recession probability). Risk-adjusted position sizing.

Conflict Resolution Rules

When skills disagree, apply these priority overrides:

• Technical SELL + Fundamental BUY → HOLD (wait for technical confirmation)
• Insider BUY + Short Interest extreme (>20%) → CAUTION (investigate divergence)
• DCF undervalued 30%+ + Technical BULLISH → STRONG BUY (conviction upgrade)
• Macro recession >60% → override all bullish signals → REDUCE/AVOID
• 3+ skills unanimous → allow confidence upgrade (MEDIUM → HIGH)

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

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": "research-bundle", "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.