company-research

Generate a comprehensive research report for "$ARGUMENTS" by calling these tools in parallel:

1. terminalq_get_company_profile(symbol) — company overview, sector, market cap
2. terminalq_get_quote(symbol) — current price and daily movement
3. terminalq_get_financials(symbol, "income", 4) — 4 years of income statements
4. terminalq_get_financials(symbol, "balance_sheet", 4) — balance sheet
5. terminalq_get_financials(symbol, "cash_flow", 4) — cash flow statement
6. terminalq_get_technicals(symbol) — SMA, RSI, MACD, Bollinger Bands
7. terminalq_get_analyst_ratings(symbol) — consensus rating and price targets
8. terminalq_get_news(symbol, 14) — last 2 weeks of news
9. terminalq_get_earnings(symbol) — EPS history and estimates
10. terminalq_chart_price(symbol, "1y", "line") — 1-year price chart
11. terminalq_get_allocation() — current portfolio allocation (for portfolio fit analysis)

After gathering all data, produce a structured research report following the Research Report contract in docs/output-contracts.md:

Company Overview: Name, sector, industry, market cap, current price, 52-week context.

Financial Health:

• Revenue trend (growing/flat/declining, YoY growth rate)
• Margin analysis (gross margin, operating margin, net margin trends)
• Balance sheet strength (debt-to-equity, current ratio, cash position)
• Cash flow quality (free cash flow trend, FCF margin)

Valuation:

• P/E ratio (from earnings data — trailing EPS vs price)
• P/S ratio (from revenue vs market cap)
• Compare to sector averages if available

Technical Picture:

• Trend direction (above/below key SMAs)
• Momentum (RSI overbought/oversold, MACD signal)
• Bollinger Band position (near upper/lower/middle)
• Embed the price chart

Bull Case (3-4 points): Based on financial trends, analyst sentiment, and recent news.

Bear Case (3-4 points): Risks from financial weaknesses, technical signals, or news sentiment.

Analyst Consensus: Rating distribution, average price target, upside/downside %.

Recent Catalysts: Key news items that may affect the stock.

Portfolio Fit: If the user already holds this stock, note the position size. If not, note whether it would add diversification or increase concentration.

Data Freshness: Include a table noting each data source, how recent it is, and confidence level (High/Moderate/Low per docs/output-contracts.md).

Disclaimer: End with the standard disclaimer from docs/output-contracts.md.

Format as a professional research brief — concise, data-driven, with clear section headers.

Failure Modes

Failure Mode	Signal	Response
Financials unavailable	All 3 terminalq_get_financials calls return errors	Flag that financial analysis is unavailable; focus on technicals, ratings, and news
Invalid ticker	terminalq_get_company_profile returns error	Stop and ask user to verify the ticker symbol
Technicals fail	terminalq_get_technicals errors	Skip Technical Picture section; note it in Data Freshness
Allocation unavailable	terminalq_get_allocation fails	Skip Portfolio Fit section; note portfolio data was unavailable
Partial financials	Only 1-2 of 3 financial statement types return	Analyze what's available; note which statements are missing
Stale news	terminalq_get_news returns old articles (>14 days)	Note in Recent Catalysts that no recent news was found

When Not to Use

• Do not use for buy/sell decisions — use trade-research instead (it includes portfolio fit and position sizing)
• Do not use for broad market context — use market-overview instead
• Do not use for earnings-specific prep — use earnings-preview instead