research-bundle · diff
git:20260702.cb80a6f to git:20261024.cde1f3c
8 added, 0 removed. Audit B to B.
---
description: "Deprecated — use full-report instead. Chained multiple analysis skills into a unified investment thesis; superseded by full-report's configurable --depth and HTML output."
---
# Research Bundle
> **This skill has been unified into `full-report`.** Use `/us-stock-analysis:full-report` with a `--depth` flag 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
---
+ In the output, the box below is followed immediately by this machine-readable footer — the same values as the box, filled in (no placeholders, no comments), so tools can read the result without parsing the box:
+
+ ```json
+ {"investskill": "1", "skill": "research-bundle", "ticker": "<TICKER, or null for a portfolio / market-wide view>", "as_of": "<YYYY-MM-DD from Data & Sources>", "signal": "<BULLISH | NEUTRAL | BEARISH>", "confidence": "<HIGH | MEDIUM | LOW>", "horizon": "<SHORT-TERM | MEDIUM-TERM | LONG-TERM>", "score": 0.0, "action": "<BUY | HOLD | SELL>", "conviction": "<STRONG | MODERATE | WEAK>", "retrieval": "<pasted by user | web/tool retrieval | model memory>", "sources": ["<each primary source, dated>"]}
```
+
+ ```
╔══════════════════════════════════════════════╗
║ 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
+ Confidence: HIGH (strong data, clear signals) | MEDIUM (mixed signals) | LOW (limited data, conflicting signals)
+ Horizon: SHORT-TERM (1 week–3 months) | MEDIUM-TERM (3 months–1 year) | LONG-TERM (1+ years)
**Disclaimer:** Educational analysis only. Not financial advice.