Research Bundle
This skill has been unified into
full-report. Use/us-stock-analysis:full-reportwith a--depthflag instead:
| Old Usage | New Equivalent |
|---|---|
/research-bundle AAPL --quick |
/us-stock-analysis:full-report AAPL --depth quick |
/research-bundle AAPL |
/us-stock-analysis:full-report AAPL --depth standard |
/research-bundle AAPL (full) |
/us-stock-analysis:full-report AAPL --depth comprehensive |
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
╔══════════════════════════════════════════════╗
║ 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
Disclaimer: Educational analysis only. Not financial advice.