Stock Research

Single-Instrument Research

Read-only deep dive on one symbol. reference/READ-ONLY-POLICY.md (hard rule) and reference/RESEARCH-STANDARDS.md (technical framework, peer framework, news sourcing, completeness checklist, disclosure) apply — follow those methods, don't freelance a different one.

This skill works over whichever broker(s) BROKERS.md names as active. Steps below name capabilities, not tool names — look each one up in reference/BROKER-CAPABILITIES.md for the concrete tool on your active broker(s). Only Groww's rows are live-verified; treat any other broker's tool as unconfirmed until it returns data.

Steps

1. Identify the instrument type (stock / ETF / mutual fund / F&O contract) — the capabilities differ.

2. Pull data.

   • Price: LTP, quote + depth.
   • Stock fundamentals: single-name fundamentals, fundamentals screener — build a real peer set (same sector/market-cap band) and compare against it, not just against the stock's own history. Groww is the only broker here with a working fundamentals screener.
   • Technicals: technical indicators, candlestick patterns, historical candles — the full multi-timeframe / trend / momentum / volatility / volume framework over several horizons (1M/6M/1Y), not one indicator. Groww-only capability today — if it's not active, say technicals aren't available rather than eyeballing candles.
   • News (mandatory): WebSearch for results, management commentary, rating actions, corporate actions, regulatory issues. Date-anchored, last-30-days preference, 1–2 searches, cite outlet + date, and factor anything material into the view.
   • ETF: symbol search filtered to ETF + LTP, fees and tracking error from the web. Mutual fund: route to mutual-fund-analysis — check the capability map first, since INDmoney (if active) carries real fund details and Groww doesn't (see Tool availability).
   • F&O: contract search, greeks per contract, open interest analysis.

3. Check fit against the user's portfolio.

   • Equity holdings capability, plus the fund list in PORTFOLIO-PLAN.md — does the user already hold this, or something highly overlapping (another fund with the same top holdings)?
   • Cross-check PORTFOLIO-PLAN.md: concentration limits (would this breach a single-stock or sector cap?), the exclusions list, the decision log (already ruled out — and has anything changed?), and deployable capital for step 4's sizing.
   • On a buy/accumulate verdict, offer to record the thesis and its invalidator via portfolio-plan-builder — that's what lets earnings-watch and portfolio-review test this view later rather than just watching the price.

4. Form a view, reasoning shown: valuation (vs. peers and own history), quality/growth trend, technical posture, portfolio fit, then net buy / accumulate / hold / reduce / avoid and roughly what size makes sense given the portfolio. It must satisfy the completeness checklist — horizon, numeric basis, 2–3 specific invalidators, position disclosure, data as-of.

5. Present: one-paragraph verdict up top, then supporting detail (fundamentals table, technical read, peer comparison, news, fit note), then the disclosure block. Formal version: reference/templates/stock-research.md.