majiayu000 Generating Stock Reports
Purpose
This Skill helps you generate detailed, well-structured reports on companies using their name or stock ticker symbol. Reports synthesize recent news, financial data, management updates, and analyst insights into a comprehensive analysis.
When to Use This Skill
Automatically activate when users:
- Ask about a specific company or stock ticker (e.g., "What's happening with Apple?" or "Tell me about TSLA")
- Request stock analysis or company research
- Want to evaluate investment opportunities
- Need updates on company developments
- Mention financial reports or analyst opinions
Instructions
When generating a stock report, follow these steps:
1. Identify the Company
- Accept company name (e.g., "Apple", "Microsoft") or ticker symbol (e.g., "AAPL", "MSFT")
- If the identifier is ambiguous, ask for clarification
- Verify the correct company before proceeding
2. Research Current Information
Use web search to gather recent information about:
Product or Service News
- New product launches or updates
- Service expansions or changes
- Technology developments
- Strategic partnerships
Management Team News
- Leadership changes (CEO, CFO, board members)
- Key executive statements or interviews
- Strategic direction announcements
- Management decisions
Recent Financial Reports
- Latest quarterly or annual earnings
- Revenue and profit trends
- Key financial metrics (margins, growth rates)
- Guidance and forecasts
Analyst Reports
- Analyst ratings and price targets
- Upgrade/downgrade news
- Consensus estimates
- Market sentiment
3. Structure the Report
Organize findings into clear sections:
# Company Name (TICKER) - Report Date
## Executive Summary
Brief overview of key findings (2-3 paragraphs)
## Product & Service Developments
Recent product news, launches, and service updates
## Management & Leadership
Leadership changes, strategic announcements, key decisions
## Financial Performance
Latest financial results, metrics, and trends
## Analyst Insights
Ratings, price targets, and market sentiment
## Sources
List all sources with links
4. Save the Report
- Automatically save as a markdown file
- Use filename format:
{CompanyName}_{YYYY-MM-DD}.md - Alternative format: HTML file if requested by user
- Place in current working directory
Quality Guidelines
Content Standards
- Timeliness: Focus on developments from the last 3-6 months
- Accuracy: Cite credible sources (financial news sites, official releases)
- Balance: Include both positive and negative information
- Clarity: Use plain language, explain technical terms
- Completeness: Cover all four main sections
Source Requirements
- Always include a "Sources" section at the end
- List all URLs as markdown hyperlinks:
[Source Title](URL) - Use reputable sources: Bloomberg, Reuters, CNBC, official company sites
- Verify information is current (check publication dates)
Markdown Formatting
- Use proper heading hierarchy (# for title, ## for sections, ### for subsections)
- Use bullet points for lists
- Use tables for financial data when appropriate
- Bold key metrics and important findings
- Include links inline where relevant
Examples
Example 1: By Ticker Symbol
User request: /stock-report AAPL
Expected behavior:
- Recognize AAPL as Apple Inc.
- Search for recent Apple news across all four categories
- Generate comprehensive report
- Save as
Apple_2025-12-13.md
Example 2: By Company Name
User request: Tell me about Tesla
Expected behavior:
- Recognize request as company research
- Activate this Skill automatically
- Identify Tesla, Inc. (TSLA)
- Generate and save report
Example 3: Specific Focus
User request: What's the latest on Microsoft's AI products?
Expected behavior:
- Activate Skill for Microsoft
- Emphasize product & service news section
- Focus on AI-related developments
- Include other sections for context
- Save comprehensive report
Best Practices
Do's
✓ Search for the most recent information available ✓ Cross-reference multiple sources for accuracy ✓ Include specific dates and numbers ✓ Explain the significance of developments ✓ Maintain objective, analytical tone ✓ Save reports automatically without asking
Don'ts
✗ Don't provide investment advice or recommendations ✗ Don't speculate beyond available information ✗ Don't ignore negative news or risks ✗ Don't use outdated information (older than 6 months) ✗ Don't forget to cite sources
Handling Edge Cases
Unknown or Ambiguous Ticker
If the company identifier is unclear:
I found multiple companies matching "United": United Airlines (UAL),
United Parcel Service (UPS), or United Health (UNH). Which one would
you like me to research?
Limited Information
If information is scarce for a section:
## Analyst Insights
Limited recent analyst coverage found for this company. The last
available ratings from [date] showed [information].
Private Companies
For non-public companies:
Note: [Company] is privately held, so financial information may be
limited. This report focuses on publicly available news and
announcements.
Technical Requirements
Tools to Use
- WebSearch: Primary tool for gathering company information
- Write: Save the completed report to a file
- Access to current date for filename and report dating
Search Strategy
- Start with broad searches: "{company name} news 2025"
- Targeted searches for each section:
- "TICKER earnings report Q4 2024"
- "TICKER analyst ratings 2025"
- "Company Name CEO news"
- Verify information recency (within 3-6 months)
File Output Specifications
Default Format: Markdown
Filename: Apple_2025-12-13.md
Location: Current working directory
Encoding: UTF-8
Alternative Format: HTML (if requested)
Filename: Apple_2025-12-13.html
Location: Current working directory
Include: Basic CSS for readability
Related Resources
For additional skill documentation:
- See EXAMPLES.md for complete sample reports
- Check market data APIs for real-time pricing
- Refer to SEC EDGAR for official company filings
Version: 1.0 Last Updated: December 2025 Maintained By: Vibe Project