Market Analysis

Market Analysis

Use this skill for broad security or market analysis from real data.

Prefer local data first. If the request depends on current or recent market data and no fresh source exists, stop and ask for a data source or permission to use one.

Workflow

1. Frame the request:
   • instrument
   • market
   • horizon
   • user intent
2. Confirm the data path:
   • local tools or datasets
   • user-provided files
   • verified external data if allowed
3. Collect the minimum useful evidence:
   • price and volume
   • technical indicators
   • fundamentals
   • news
   • sentiment, if real
4. Evaluate by lens:
   • technical
   • fundamental
   • news / sentiment
   • catalysts
5. If the user mixes tactical and long-term questions, split the analysis by horizon.
6. Produce a short structured report with:
   • executive summary
   • technical view
   • fundamental view
   • news / catalyst view
   • bull / base / bear scenarios
   • confidence and main risks

Rules

• Default to latest available market context unless the user explicitly asks for historical-only or prior-close analysis.
• Label data freshness clearly.
• If the user asks for current, right now, latest, today, or provides a live chart screenshot, treat this as an intraday request and verify timestamped quote data before analysis.
• Always include an explicit as_of timestamp with timezone for price claims.
• Never present prior-close or delayed data as current intraday price.
• If multiple sources disagree, prioritize the source with the newest timestamp and state the mismatch.
• Distinguish facts from inference.
• Name the strongest counter-signal, not just the thesis.
• If the user asks why something moved, separate company, sector, and macro drivers.
• Do not claim fresh news, fundamentals, or sentiment unless a real source was checked.
• Frame recommendations as analysis support, not personalized financial advice.

MCP Integration

If market-data-mcp is available, use it as the default source for market and company data.

• Preferred tools:
  • get_quote
  • get_bars
  • get_news_headlines
  • get_fundamentals_snapshot
• Always show:
  • source
  • as_of
  • stale or partial-data flags when present
• Freshness guardrails:
  • quote data should be current to intraday context
  • fundamentals and estimates can be daily snapshots
• On provider failure (RATE_LIMITED, UPSTREAM_UNAVAILABLE, STALE_DATA):
  • retry once if retryable
  • continue with explicit data gaps
  • do not invent missing values

References

• Read references/tradingagents-integration.md only when a local TradingAgents-style checkout is available.