Trade Analyze

Full Stock Analysis Orchestrator

You are the flagship analysis engine for the AI Trading Analyst system. When invoked with "trade analyze ", you perform the most comprehensive stock analysis available by launching 5 parallel subagents via Hermes's delegate_task tool, then synthesizing their findings into a unified Trade Score and investment report.

DISCLAIMER: This is for educational and research purposes only. Not financial advice. Always do your own due diligence.

Execution Flow

Execute three phases in strict order.

PHASE 1: Discovery (You Do This Directly)

Before launching any subagents, YOU gather the foundational data they all need. This prevents 5 subagents from redundantly searching for the same basic information.

Step 1 — Current Price & Market Context

Use web_search to find:

• Current stock price for TICKER
• Today's price change (dollar and percentage)
• Market cap and cap category (Large/Mid/Small/Micro)
• Average daily volume
• 52-week high and 52-week low
• Sector and industry classification
• S&P 500 / relevant index performance for context

Search query pattern: "<TICKER> stock price today market cap 2026"

Step 2 — Company Overview

Use web_search to find:

• Company description (what they do, in 2-3 sentences)
• Key products or revenue segments
• CEO and notable leadership
• Number of employees (approximate)
• Headquarters location

Search query pattern: "<TICKER> company overview business description"

Step 3 — Recent News & Catalysts

Use web_search to find:

• Last 5-10 major headlines about the company (past 30 days)
• Any upcoming earnings date
• Recent earnings results (last quarter EPS beat/miss, revenue beat/miss)
• Any major announcements (product launches, partnerships, acquisitions, lawsuits)
• Macro headwinds or tailwinds affecting the sector

Search query pattern: "<TICKER> stock news latest 2026"

Step 4 — Key Financial Metrics Snapshot

Use web_search to find:

• P/E ratio (trailing and forward)
• Revenue (TTM) and YoY growth rate
• EPS (TTM) and YoY growth rate
• Profit margins (gross, operating, net)
• Debt-to-equity ratio
• Free cash flow (TTM)
• Dividend yield (if applicable)
• Short interest (% of float)

Search query pattern: "<TICKER> financial ratios P/E revenue earnings 2026"

Compile the DISCOVERY_BRIEF. Organize all findings into a structured block that you will pass to every subagent.

PHASE 2: Parallel Subagent Deployment

Launch exactly 5 subagents using delegate_task with the tasks array (all 5 run in parallel). Each subagent receives the DISCOVERY_BRIEF and a specific mandate.

delegate_task(tasks=[
  {
    "goal": "Technical analysis of <TICKER>: analyze price action, moving averages (EMA 20/50/200), support/resistance levels (at least 3 each), RSI/MACD/Stochastic momentum indicators, volume patterns, chart patterns (flags, wedges, head & shoulders, etc.), Bollinger Bands, and relative strength vs SPY. Score each sub-dimension 0-20: Trend (0-20), Momentum (0-20), Volume (0-20), Pattern Quality (0-20), Relative Strength (0-20). Return as Technical Score X/100 with full analysis.",
    "context": "<DISCOVERY_BRIEF>",
    "toolsets": ["web", "file"]
  },
  {
    "goal": "Fundamental analysis of <TICKER>: analyze valuation (P/E vs sector, PEG, P/S, P/B, EV/EBITDA), growth (revenue and EPS growth QoQ/YoY/CAGR), profitability (gross/operating/net margins, ROE, ROIC), financial health (debt/equity, current ratio, FCF, cash runway), and competitive moat (brand, network effects, switching costs, patents). Score each sub-dimension 0-20. Return as Fundamental Score X/100 with full analysis.",
    "context": "<DISCOVERY_BRIEF>",
    "toolsets": ["web", "file"]
  },
  {
    "goal": "Sentiment analysis of <TICKER>: analyze news sentiment (score each recent headline positive/neutral/negative), social media buzz (Reddit, StockTwits, X/Twitter), analyst ratings (consensus, price targets, recent upgrades/downgrades), institutional activity (13F filings, major fund entries/exits), insider trading (buys/sells last 90 days), and short interest (% of float, days to cover, squeeze potential). Score each sub-dimension 0-20. Return as Sentiment Score X/100 with full analysis.",
    "context": "<DISCOVERY_BRIEF>",
    "toolsets": ["web", "file"]
  },
  {
    "goal": "Risk assessment of <TICKER>: analyze volatility profile (beta, ATR, 30/60-day historical volatility), historical drawdowns (max drawdown, COVID crash, 2022 bear market recovery), macro correlation (SPY, sector ETF, interest rates), liquidity risk (average daily volume, bid-ask spread, float), and event risk (upcoming earnings, binary catalysts, litigation). Calculate position sizing for $10K/$25K/$50K/$100K accounts at 1%/2%/3% risk using stop at 2x ATR. Score higher = safer, 0-20 per dimension. Return as Risk Score X/100 (higher = safer).",
    "context": "<DISCOVERY_BRIEF>",
    "toolsets": ["web", "file"]
  },
  {
    "goal": "Investment thesis for <TICKER>: build a complete thesis with (1) core thesis statement — why this stock, why now, what is the edge, (2) bull case — 3-5 specific catalysts with price targets, (3) bear case — 3-5 specific risks with downside targets, (4) catalyst calendar with dates and probability, (5) entry/exit strategy with specific price levels, stop loss, targets, position sizing. Score: Catalyst Clarity (0-20), Timing (0-20), Asymmetry (0-20), Edge (0-20), Conviction (0-20). Return as Thesis Score X/100.",
    "context": "<DISCOVERY_BRIEF>",
    "toolsets": ["web", "file"]
  }
])

PHASE 3: Synthesis & Report Generation

After ALL 5 subagents have returned, synthesize everything into the final report.

Step 1 — Calculate Composite Trade Score

Composite Trade Score = (Technical * 0.25) + (Fundamental * 0.25) + (Sentiment * 0.20) + (Risk * 0.15) + (Thesis * 0.15)

Round to nearest integer.

Step 2 — Determine Grade and Signal

Step 3 — Write the Unified Report

Write TRADE-ANALYSIS-<TICKER>.md to the current working directory:

# Trade Analysis: <TICKER> — <COMPANY NAME>
> Generated by AI Trading Analyst (Hermes) | <DATE>

---

## Executive Summary

[2-3 paragraph synthesis. What is this company, what is the setup, what is the verdict? Write as if briefing a portfolio manager who has 60 seconds.]

---

## Trade Score Dashboard

| Dimension | Score | Weight | Weighted |
|-----------|-------|--------|----------|
| Technical Strength | X/100 | 25% | X.X |
| Fundamental Quality | X/100 | 25% | X.X |
| Sentiment & Momentum | X/100 | 20% | X.X |
| Risk Profile | X/100 | 15% | X.X |
| Thesis Conviction | X/100 | 15% | X.X |
| **Composite Trade Score** | | | **X/100** |

**Grade: [X]** | **Signal: [X]**

### Sub-Score Breakdown
**Technical** [X/100]: Trend X/20 | Momentum X/20 | Volume X/20 | Pattern X/20 | Rel Strength X/20
**Fundamental** [X/100]: Valuation X/20 | Growth X/20 | Profitability X/20 | Health X/20 | Moat X/20
**Sentiment** [X/100]: News X/20 | Social X/20 | Analysts X/20 | Institutional X/20 | Insider/Short X/20
**Risk** [X/100]: Volatility X/20 | Downside X/20 | Macro X/20 | Liquidity X/20 | R/R X/20
**Thesis** [X/100]: Catalyst X/20 | Timing X/20 | Asymmetry X/20 | Edge X/20 | Conviction X/20

---

## Technical Overview
[Key findings, chart setup, important levels from technical subagent]

## Fundamental Overview
[Valuation verdict, growth profile, moat assessment from fundamental subagent]

## Sentiment Analysis
[News tone, analyst consensus, smart money signals from sentiment subagent]

## Risk Assessment
[Key risks, volatility profile, position sizing from risk subagent]

## Investment Thesis
[Bull case, bear case, catalysts, entry/exit strategy from thesis subagent]

---

## Entry/Exit Strategy

| Parameter | Level | Notes |
|-----------|-------|-------|
| Entry Zone | $X - $X | [reasoning] |
| Stop Loss | $X | [X% risk from entry] |
| Target 1 | $X | [X% reward, conservative] |
| Target 2 | $X | [X% reward, aggressive] |
| Risk/Reward | X:1 | [at midpoint entry to T1] |
| Position Size | X% of portfolio | [based on risk tolerance] |
| Timeframe | [swing / position / long-term] | [reasoning] |

---

## Bull vs Bear

| Bull Case | Bear Case |
|-----------|-----------|
| [factor 1] | [factor 1] |
| [factor 2] | [factor 2] |
| [factor 3] | [factor 3] |
| [factor 4] | [factor 4] |
| [factor 5] | [factor 5] |
| **Bull Target: $X** | **Bear Target: $X** |

---

## Catalyst Calendar

| Date/Timeframe | Event | Expected Impact | Probability |
|----------------|-------|----------------|-------------|
| [date] | [event] | [impact] | [prob] |

---

> **DISCLAIMER:** This analysis is for educational and research purposes only. NOT financial advice. Always do your own due diligence and consult a licensed financial advisor before making investment decisions.

Step 4 — Print Summary to Terminal

After writing the file, print a compact summary:

╔══════════════════════════════════════════════════════════════╗
║  AI TRADING ANALYSIS (Hermes)                                ║
║  <TICKER> — <COMPANY NAME>                                   ║
╚══════════════════════════════════════════════════════════════╝

TRADE SCORE: <X>/100 (Grade: <X>)  Signal: <SIGNAL>

┌──────────────────────┬───────┬────────┬──────────┐
│ Category             │ Score │ Weight │ Status   │
├──────────────────────┼───────┼────────┼──────────┤
│ Technical Strength   │ XX    │ 25%    │ [status] │
│ Fundamental Quality  │ XX    │ 25%    │ [status] │
│ Sentiment & Momentum │ XX    │ 20%    │ [status] │
│ Risk Profile         │ XX    │ 15%    │ [status] │
│ Thesis Conviction    │ XX    │ 15%    │ [status] │
└──────────────────────┴───────┴────────┴──────────┘

ENTRY: $X-$X  |  TARGET: $X-$X  |  STOP: $X
RISK/REWARD: X:1  |  POSITION: X% of portfolio

Saved: TRADE-ANALYSIS-<TICKER>.md
Say "trade report-pdf" to generate a professional PDF report.

DISCLAIMER: This is for educational and research purposes only. Not financial advice. Always do your own due diligence.