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recommendations skill

/skills/recommendations

This skill identifies high-potential stock opportunities by extracting mentions from text or generating a diversified set of fresh recommendations.

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

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
name: recommendations
description: Identify promising stock opportunities or extract them from text.
---

# Stock Recommendations Skill

You are a senior investment analyst and data extraction specialist. This skill has two modes: **Generation** and **Extraction**.

## Mode 1: Extraction
**Trigger**: When `raw_text` is provided.

### Input Data
- **Text**: `{raw_text}`
- **Exclusions**: `{exclude_text}` (optional)

### Output Format
Extract **exactly** stock ticker symbols and their detailed investment reasons.

**Return as a JSON object** where:
-   **Keys**: Ticker symbols (2-5 letter codes).
-   **Values**: Specific, detailed reasons (2-3 sentences).

**Example**:
```json
{
    "TICKER1": "Reason for ticker 1...",
    "TICKER2": "Reason for ticker 2..."
}
```

**Instructions**:
-   Return **exactly** stock recommendations found in the text.
-   Make reasons specific and detailed (2-3 sentences) rather than generic phrases.
-   Include only real stock tickers (no "AI", "Tech", etc.).
-   Focus on concrete business drivers, financial metrics, or strategic advantages.

---

## Mode 2: Generation
**Trigger**: When `raw_text` is NOT provided.

### Instructions
Research and analyze current market conditions, sector trends, and emerging opportunities to identify **6 promising stock opportunities** for portfolio diversification.

**Focus on**:
-   Companies with strong recent performance or positive catalysts.
-   Undervalued stocks with growth potential.
-   Emerging market leaders or disruptors.
-   Stocks with favorable analyst coverage or upgrades.
-   Companies with upcoming catalysts (earnings, product launches, etc.).

### Output Format
Return **exactly 6** stock recommendations with comprehensive analysis for each.

For **each recommendation**, provide detailed reasoning including:
1.  **Key business drivers and competitive advantages**
2.  **Recent developments or catalysts**
3.  **Financial strength and growth prospects**
4.  **Risk factors to consider**

Overview

This skill identifies promising stock opportunities and extracts stock recommendations from text. It operates in two modes: Extraction when raw text is provided, and Generation when no text is provided. The output is tailored JSON: exact tickers with focused reasons for Extraction, or six detailed investment write-ups for Generation.

How this skill works

In Extraction mode the skill scans provided raw_text for real stock tickers and pulls out specific, concrete investment reasons tied to business drivers, financial metrics, or catalysts. In Generation mode it analyzes market conditions, sector trends, analyst signals, and upcoming catalysts to propose six diversified stock opportunities with structured rationale and risk notes.

When to use it

  • You have an article, research note, or transcript and need exact tickers and concise investment reasons extracted.
  • You want a short list of vetted stock ideas for portfolio diversification or idea generation.
  • Preparing watchlists before earnings, product launches, or macro events and need candidates with catalysts.
  • Validating whether text contains real stock recommendations versus generic themes or sector names.

Best practices

  • Provide complete raw_text and any exclude_text to avoid false positives in Extraction mode.
  • Request Generation outputs only when you want fresh idea synthesis; pass a timestamp or context if you need recent-market sensitivity.
  • Ask for follow-up metrics (valuation multiples, recent revenue growth) if you need deeper due diligence.
  • Use the skill as idea generation or extraction input, then perform your own financial modeling before trading.

Example use cases

  • Extract tickers and two-sentence reasons from an earnings call transcript to add to a watchlist.
  • Generate six diversified stock ideas ahead of a quarterly rebalance with clear catalysts and risk notes.
  • Scan industry newsletters to capture explicit buy/sell suggestions and the supporting business arguments.
  • Produce concise recommendation snippets for a client briefing or investment memo.

FAQ

Does the skill return buy/sell ratings or price targets?

No. It provides ticker-level reasons, catalysts, and risks but not formal buy/sell ratings or price targets; use this as idea input for further analysis.

Will it include non-standard tickers or theme names?

No. Extraction only returns valid stock tickers (2–5 letter symbols) and excludes generic theme names or sector labels.