Fundamental Stock Analysis

fundamental-stock-analysis

1. Read references/playbook.md before starting analysis.
2. Follow the playbook steps exactly (input parse -> data collection -> quick screen -> scoring -> rating -> output).
3. For multi-ticker requests, analyze each ticker first, then rank peers and select best pick with invalidation triggers.
4. Always include confidence level and call out stale/conflicting data explicitly.
5. Do not append any machine-readable JSON block in user-facing output.
6. Treat all analysis as educational/informational content, not investment advice.

Security scope (clarification)

• Use web retrieval only for ticker-relevant financial statements, filings, market/fundamental datasets, and relevant financial news.
• Do not request, handle, or expose credentials/secrets.
• Do not perform command execution, local file discovery unrelated to analysis, or arbitrary URL exploration outside ticker-relevant finance/news scope.

Non-goals

• Data exfiltration or collection of private/non-public information.
• Browser/automation tasks outside equity fundamental analysis and citation gathering.

Output discipline

• Keep conclusions decisive and risk-aware.
• Separate business quality, balance-sheet safety, and valuation.
• Never fabricate missing metrics; mark NA.