full-report · git:20260924.27bf710 · 2026-09-24 · sha256 c90bb971c97cccd7
full-report git:20260924.27bf710B
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--- description: Run InvestSkill analysis modules on a stock at configurable depth and compile a professional HTML report saved to the output/ directory --- # Full Report — Comprehensive Stock Analysis Orchestrator Orchestrate InvestSkill analysis modules on one ticker at your chosen depth, synthesize findings into a unified investment thesis with composite scoring, and produce a standalone professional HTML report with interactive Chart.js visualizations. ## Depth Flags Select how many modules to run with `--depth`: | Flag | Modules | Best For | |------|---------|----------| | `--depth quick` | 5 core modules | Rapid screen, time-constrained due diligence | | `--depth standard` | 10 modules | Balanced research before initiating a position | | `--depth comprehensive` | All 15 modules | Full pre-commitment due diligence (default) | --- ## Module Sets by Depth ### Quick (5 modules) | # | Module | Focus | |---|--------|-------| | 1 | `stock-eval` | Company overview, competitive position, relative valuation | | 2 | `technical-analysis` | MA, RSI, MACD, volume, support/resistance | | 3 | `dcf-valuation` | DCF intrinsic value, bear/base/bull scenarios | | 4 | `insider-trading` | SEC Form 4 patterns, net insider sentiment | | 5 | `earnings-call-analysis` | Management tone, guidance quality, key themes | ### Standard (10 modules — Quick + 5 more) | # | Module | Focus | |---|--------|-------| | 6 | `institutional-ownership` | 13F holdings, smart money flows | | 7 | `competitor-analysis` | Moat, market share, Porter's Five Forces | | 8 | `sector-analysis` | Sector rotation, relative strength | | 9 | `options-analysis` | IV, Put/Call ratio, max pain, strategies | | 10 | `short-interest` | Short ratio, squeeze risk, days-to-cover | ### Comprehensive (15 modules — Standard + 5 more) | # | Module | Focus | |---|--------|-------| | 11 | `fundamental-analysis` | Income statement, balance sheet, cash flow | | 12 | `stock-valuation` | P/E, P/S, EV/EBITDA, peer multiples | | 13 | `economics-analysis` | Macro environment, rate sensitivity | | 14 | `financial-report-analyst` | 10-K/10-Q deep dive, risk factors | | 15 | `dividend-analysis` | Yield, payout ratio, sustainability | --- ## Research Process (5 Phases) Modules are grouped into phases regardless of depth. Earlier phases inform later-phase assumptions. ### Phase 1 — Business & Competitive Foundation Establish qualitative and quantitative foundation before attempting valuation. - **stock-eval** — Company overview, competitive position, relative valuation vs. peers - **competitor-analysis** *(standard+)* — Moat depth, Porter's Five Forces, pricing power - **fundamental-analysis** *(comprehensive)* — Income statement, balance sheet, cash flow quality Output: **Business Quality Score (0–10)** Score reflects durability of competitive advantages, financial health, and consistency of returns. ### Phase 2 — Valuation Determine intrinsic and relative worth of the business. - **dcf-valuation** — Intrinsic value with Bull/Base/Bear scenarios - **stock-valuation** *(comprehensive)* — P/E, EV/EBITDA, P/S, P/FCF peer multiples Output: **Valuation Score (0–10)** — 10 = deep discount to intrinsic value; 5 = fair value; 0 = extreme overvaluation. ### Phase 3 — Market Signals Understand what sophisticated market participants are signaling. - **insider-trading** — SEC Form 4 patterns, net insider sentiment - **institutional-ownership** *(standard+)* — Smart money 13F changes, concentration - **earnings-call-analysis** — Management tone, guidance quality, forward signals Output: **Market Signal Score (0–10)** — High = insider buying + institutional accumulation + positive management tone. ### Phase 4 — Technical Timing Identify current technical setup to optimize entry timing. - **technical-analysis** — Trend structure, support/resistance, volume, momentum - **sector-analysis** *(standard+)* — Sector rotation, relative strength vs. benchmark Output: **Technical Setup Score (0–10)** — Strong (8–10), Moderate (4–7), Weak (0–3). ### Phase 5 — Risk Assessment Quantify downside risks and positioning pressure. - **short-interest** *(standard+)* — Short positioning, days-to-cover, squeeze risk - **options-analysis** *(standard+)* — Implied volatility, put/call ratios, options flow - **economics-analysis** *(comprehensive)* — Macro environment, rate sensitivity - **financial-report-analyst** *(comprehensive)* — 10-K/10-Q risk factors Output: **Risk Profile Score (0–10)** — Inverse of risk: Low risk = high score (8–10), High risk = low score (0–3). --- ## Composite Scoring Framework ``` Full Report Score = Weighted Composite Component Weight Sub-Score (0-10) ───────────────────────────────────────────────────── Business Quality 25% [Phase 1 modules] Valuation 25% [Phase 2 modules] Market Signals 20% [Phase 3 modules] Technical Setup 15% [Phase 4 modules] Risk Profile 15% [Phase 5 modules] ───────────────────────────────────────────────────── COMPOSITE SCORE 100% X.X / 10 Composite Interpretation: 8.0–10.0 → Strong Buy (all signals aligned) 6.5–7.9 → Buy (most signals positive) 5.0–6.4 → Hold/Watch (mixed signals) 3.5–4.9 → Underweight (mostly negative signals) 0.0–3.4 → Sell/Avoid (strong negative signals) ``` Sub-score derivation: - Business Quality: average of moat score (competitor-analysis) + financial strength (fundamental-analysis / stock-eval) - Valuation: 10 = deep discount to intrinsic value; 5 = at fair value; 0 = extreme overvaluation - Market Signals: weighted average of insider, institutional, and earnings call scores - Technical Setup: Strong=8–10, Moderate=4–7, Weak=0–3 - Risk Profile: inverse of risk — Low risk = 8–10, High risk = 0–3 When running quick or standard depth, scores for missing modules default to neutral (5.0) and are flagged as "not assessed" in the scorecard. --- ## Conflict Resolution When signals conflict across modules, apply these rules: - **Fundamental overrides technical**: Business quality and intrinsic value take precedence over short-term price action. - **Consensus overrides outlier**: When 4 of 5 phases agree on direction, document the outlier but do not let it dominate the composite score. - **Document all conflicts explicitly**: Never suppress conflicting signals. Present the full bull and bear case and explain how the weighting resolves the conflict. - **Flag unresolvable conflicts**: When signals are deeply contradictory (e.g., strong fundamentals + extreme overvaluation + heavy insider selling), flag as "Conflicted — Monitor Only" until resolution. --- ## Investment Thesis Narrative Every full-report output must include a narrative investment thesis structured as: 1. **Investment Thesis** (2–3 paragraphs): What does the company do, why is it a compelling or poor investment now, and what is the key insight driving the thesis? 2. **Bull Case** (3–5 quantifiable reasons with supporting evidence from phase outputs) 3. **Bear Case** (3–5 specific risks with probability assessment and potential intrinsic value impact) 4. **Composite Score Card** (visual table with all component scores, weighted scores, and interpretation) 5. **Valuation Summary** (intrinsic value per share, current price, margin of safety, upside/downside % per scenario) 6. **Entry Strategy** (technical setup description, ideal entry range, position sizing: Aggressive 5–7% / Moderate 2–4% / Starter 1–2%) 7. **Exit Strategy** (base/bull/bear price targets, stop-loss level, time horizon) 8. **Monitoring Plan** (key metrics to track quarterly, thesis-changing events, early warning signals, next catalyst dates) --- ## HTML Report Structure The output file is a standalone HTML document (no external dependencies except CDN Chart.js): - **Cover page** — ticker, price, date, depth flag used, overall composite score, recommendation - **Sidebar TOC** — sticky navigation linking to each section - **Analysis sections** — one per executed module plus final synthesis - **Interactive charts** — MA overlay, RSI, MACD, volume, composite score radar, phase score bar - **Composite Score Card** — weighted multi-factor scorecard with color coding - **Signal block** — standardized investment signal at report end ### Design Principles - Clean, minimal design — white background, navy accents, Inter/system font - Data-dense tables with clear visual hierarchy - Color coding: green = bullish, amber = neutral, red = bearish - Print-friendly (no fixed sidebars when printing) - Self-contained: one `.html` file, no local assets --- ## Usage ``` /full-report AAPL /full-report NVDA --depth quick /full-report MSFT --depth standard /full-report TSLA --depth comprehensive --lang zh-TW /full-report AMZN --output ~/Desktop/ ``` **Arguments:** - `<TICKER>` — required, any US-listed stock - `--depth` — `quick` | `standard` | `comprehensive` (default: `comprehensive`) - `--lang` — output language, default `en`, supports `zh-TW`, `zh-CN`, `ja` - `--output` — custom save path, default `output/` --- ## Output File Naming ``` output/<TICKER>_report_<YYYY-MM-DD>.html ``` Example: `output/AAPL_report_2025-06-19.html` --- ## Workflow 1. Parse `--depth` flag and determine which modules to run 2. Gather all available data for `<TICKER>` (financials, price, filings, macro) 3. Execute modules in phase order; each phase's output informs the next 4. Compute composite weighted score (0–10) using framework above 5. Build investment thesis narrative with bull/bear case 6. Render complete HTML with all sections, charts, and scorecard 7. Write file to output path and confirm location --- ## Data Verification **Open the report with a `Data & Sources` header** (see [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html)) so provenance is explicit: ``` Data & Sources As of: <date the figures represent> Source: <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, …> Retrieval: <pasted by user | web/tool retrieval | model memory> Confidence: <HIGH | MEDIUM | LOW> ``` Before rendering the final report, verify: - The `Data & Sources` header is present and the Retrieval/Confidence are honest (flag "model memory" as LOW) - All executed modules returned scores (not blank) - Scores are within 0–10 range - Weighted composite arithmetic is correct (weights sum to 100%) - Missing modules for quick/standard depth are flagged as "not assessed" - No data older than 90 days used without explicit warning **Then run `fact-check` on the composite** (every figure the modules produced, verified against the filing and market data, with citations) **and `result-validator`** on the result, and include both scores in the report footer — a composite thesis should never ship without this verification-and-validation pass. --- ## Thesis Invalidation The composite thesis is only as good as its weakest well-weighted module. After the final synthesis, state what would reverse the composite call: **If the composite is BULLISH — thesis breaks if:** - Any module weighted ≥ 15% flips from BULLISH to BEARISH at the next re-run (name the module and the metric that would flip it) - The `bear-case` module's Thesis-Killers are *not* refuted — a bull composite that cannot answer its own red-team is not bullish, it is unexamined - Price rises far enough that the valuation modules' fair-value range is exceeded while the fundamental modules are unchanged (multiple expansion doing all the work) **If the composite is BEARISH — thesis breaks if:** - The specific deterioration that drove the low-scoring modules reverses (margins re-expand, guidance is raised, insider selling stops) - Valuation falls below the bear-case downside target with fundamentals stable (the bad news is priced) - Two or more independent modules (e.g. `insider-trading` + `institutional-ownership`) turn positive together **Re-run this report when:** - [ ] Next earnings release (every module's inputs change) - [ ] Price moves ±15% from the level in the `Data & Sources` header - [ ] Any single module's signal flips - [ ] 90 days have elapsed --- ## Output Format End with the standard signal block after the final synthesis section: ``` ╔══════════════════════════════════════════════╗ ║ 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.