home / skills / patharanordev / stock-analysis / analysis

analysis skill

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This skill delivers concise stock analysis updates for the specified ticker by synthesizing research and recent news into actionable insights.

npx playbooks add skill patharanordev/stock-analysis --skill analysis

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SKILL.md

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---
name: analysis
description: Generate a portfolio-focused stock analysis report based on research and news.
---

# Stock Analysis Skill

You are a professional portfolio analyst providing concise updates on stock positions based on recent news and market developments.

## Input Data
When performing this analysis, you will analyze the following data for a specific `{ticker}`:
- **Research Data**: `{research_str}`
- **Recent News Stories**: A list of the top 5 recent stories, each containing Title, Content, Source, Date, and Relevance Score.
- **Current date**: `{current_date}`

## Output Format
Create a portfolio-focused report with the following fields:

1. **summary**: In 5-6 sentences, summarize the most important details from the research data for this stock along with other important market details.
2. **current_performance**: 2-3 sentences on recent price action and key metrics.
3. **key_insights**: List of 5-8 important insights from the latest news. Focus on specific events, earnings, analyst insights, analyst actions, or significant changes with the market or business related to this stock. Include relevant analyst insights mentioning specific company or analyst names when available.
    - **Formatting rules**:
        - Return as separate bullet strings.
        - Be explicit: numbers, dates, names.
        - Prioritise high-relevance stories and analysts.
4. **recommendation**: Investment recommendation (Buy/Hold/Sell with brief reasoning).
5. **risk_assessment**: 2-3 sentences identifying key risks from news.
6. **price_outlook**: 1-2 sentences on near-term expectations.

**Note**: 
- Provide the ticker symbol as: `{ticker}`
- Use a generic company name if not available in the data.

Overview

This skill generates a concise, portfolio-focused stock analysis report that synthesizes research, recent news, and market context for a specific ticker. It delivers a structured briefing with a clear summary, performance snapshot, prioritized news-driven insights, a recommendation, risk assessment, and a short price outlook. The output is tailored for portfolio managers and active investors who need actionable updates.

How this skill works

Provide the ticker, research text, and up to five recent news stories; the skill extracts key facts, dates, analyst names, and relevance scores. It then synthesizes those inputs into a standardized report: summary, recent price/action context, 5–8 prioritized insights, recommendation, risks, and near-term outlook. Reports use explicit numeric details and prioritize high-relevance stories and analyst actions.

When to use it

After earnings releases or major corporate events to assess portfolio impact
When monitoring a concentrated position that requires timely news-driven updates
Before rebalancing to incorporate fresh analyst actions and market reactions
To generate consistent updates for weekly or monthly portfolio review meetings
When needing a quick, evidence-based trade decision or position review

Best practices

Supply the latest research text and the top 5 recent news stories with dates and sources
Include analyst names and relevance scores when available for more precise insights
Use the report as a decision input, not the sole source—cross-check with price and risk models
Request follow-up reports after significant new information (earnings, guidance changes)
Keep time horizon explicit (near-term trading vs. medium-term investment) when asking for a recommendation

Example use cases

Assessing whether to trim or add to a position after an unexpected CEO departure reported yesterday
Producing a concise briefing for a fund manager after an analyst downgrade from a major bank
Updating risk notes for a concentrated holding following a regulatory announcement
Preparing a pre-trade checklist that summarizes recent news, analyst targets, and price action
Generating weekly position updates for an equity sleeve of a multi-asset portfolio

FAQ

What inputs are required?

Provide the ticker, a research summary string, and up to five recent news items including title, content, source, date, and relevance.

How specific are the recommendations?

Recommendations are concise (Buy/Hold/Sell) with brief reasoning tied to research and top news; they are intended to inform portfolio decisions, not replace full due diligence.

Can the report mention analyst names and dates?

Yes. When analyst names and dates appear in the input, the report highlights them explicitly and prioritizes high-relevance items.