- name
- fundamental-stock-analysis
- description
- Fundamental equity analysis and peer ranking using a structured scoring playbook (quality, balance-sheet safety, cash flow, valuation, sector adjustments, confidence modifiers). Use when a user asks to analyze one or more stock tickers, compare peers, choose a best pick, or produce a fundamentals-based verdict.
fundamental-stock-analysis
- Read
references/playbook.mdbefore starting analysis. - Follow the playbook steps exactly (input parse -> data collection -> quick screen -> scoring -> rating -> output).
- For multi-ticker requests, analyze each ticker first, then rank peers and select best pick with invalidation triggers.
- Always include confidence level and call out stale/conflicting data explicitly.
- Do not append any machine-readable JSON block in user-facing output.
- Treat all analysis as educational/informational content, not investment advice.
Security scope (clarification)
- Use web retrieval only for ticker-relevant financial statements, filings, market/fundamental datasets, and relevant financial news.
- Do not request, handle, or expose credentials/secrets.
- Do not perform command execution, local file discovery unrelated to analysis, or arbitrary URL exploration outside ticker-relevant finance/news scope.
Non-goals
- Data exfiltration or collection of private/non-public information.
- Browser/automation tasks outside equity fundamental analysis and citation gathering.
Output discipline
- Keep conclusions decisive and risk-aware.
- Separate business quality, balance-sheet safety, and valuation.
- Never fabricate missing metrics; mark
NA.