fundamental-report

Fundamental Report — Summary Depth

Generate a comprehensive fundamental analysis research note for a publicly traded company. Orchestrate all analysis skills in parallel, aggregate results, and compile into a structured report.

Orchestration Process

Step 0: Ticker Resolution

Before dispatching parallel tasks, resolve the ticker:

1. Fetch the company ticker-to-CIK mapping from https://www.sec.gov/files/company_tickers.json using the sec-fetch skill (it handles SEC credentials and User-Agent automatically — see data-sources.md)
2. Find the CIK for the given ticker and pad to 10 digits
3. Fetch company overview from https://stockanalysis.com/stocks/{ticker}/ via WebFetch to get current price, market cap, sector, and exchange
4. Store resolved metadata: CIK, company name, sector, exchange, current price, market cap

If the ticker is not found in EDGAR (international company), note this and proceed with Stock Analysis and WebSearch only.

Important: For ALL SEC EDGAR fetches (data.sec.gov, efts.sec.gov, www.sec.gov), use the sec-fetch skill — never WebFetch.

Step 1: Parallel Dispatch

Launch the following as parallel subagents using the Agent tool. Pass the resolved ticker and company metadata to each:

Analysis Skills (14):

• income-statement-analysis
• balance-sheet-analysis
• cash-flow-analysis
• profitability-analysis
• valuation-analysis
• financial-health
• growth-analysis
• efficiency-analysis
• dividend-analysis
• analyst-estimates
• moat-analysis
• competitive-position
• insider-activity
• risk-assessment

Utility Skills (2):

• peer-comparison
• sec-filing-reader (request 10-K summary for the most recent fiscal year)

Agent (1):

• signal-rater agent (fetches Buy/Hold/Sell ratings independently)

Total: 17 parallel tasks.

Instruct each skill to provide summary depth output: key metrics in tables with 1-2 sentence interpretation per metric group.

Step 2: Sequential Cross-Validation

After all 17 parallel results are collected:

1. Invoke the cross-validation skill with the collected data
2. Cross-validate key metrics (revenue, net income, EPS, total assets, total debt, market cap, P/E, EV/EBITDA) across sources
3. Flag any discrepancies where values differ by more than 5%

Step 3: Report Assembly

Do not announce or enumerate data sources, tools, or fetching details to the user at this stage. Simply compile the results.

Compile all results into the following structure:

Section 1: Key Metrics Summary

Present a quick-reference table at the top of the report:

| Metric | Value |
|--------|-------|
| Price | $XXX.XX |
| Market Cap | $X.XXT |
| P/E (TTM) | XX.X |
| Forward P/E | XX.X |
| EV/EBITDA | XX.X |
| P/FCF | XX.X |
| Revenue Growth (YoY) | XX% |
| EPS Growth (YoY) | XX% |
| ROE | XX% |
| ROIC | XX% |
| Gross Margin | XX% |
| Net Margin | XX% |
| Debt/Equity | X.XX |
| Current Ratio | X.XX |
| FCF Yield | XX% |
| Dividend Yield | XX% |
| TipRanks SmartScore | X/10 |
| Overall Signal | Buy/Hold/Sell |

Section 2: Signal Rating

Present the aggregated rating from the signal-rater agent:

• Per-source breakdown table (TipRanks, analyst consensus, Gurufocus, insider signal)
• Overall signal with confidence level
• Weighted average score

Section 3: Detailed Analysis

Organize all skill results by tier at summary depth:

Tier 1 — Core Financial:

• Income Statement highlights
• Balance Sheet highlights
• Cash Flow highlights
• Profitability metrics
• Valuation assessment
• Financial Health assessment

Tier 2 — Growth & Returns:

• Growth trajectory
• Efficiency metrics
• Dividend profile
• Analyst consensus

Tier 3 — Qualitative:

• Moat assessment
• Competitive position
• Management & governance
• Risk factors

Include peer comparison table and 10-K summary highlights where relevant.

Section 4: Cross-Validation

Present cross-validation results:

• Table of validated metrics with Confirmed/Discrepancy status
• Both source values and URLs for any discrepancies
• Note any metrics with single-source coverage

Section 5: Reasons to Consider

Derive 3-5 bull case arguments from the analysis. Focus on:

• Strong or improving fundamentals (margins, returns, growth)
• Attractive valuation relative to peers or historical range
• Durable competitive advantages (moat strength)
• Positive catalysts (insider buying, estimate upgrades, new products)

Section 6: Reasons to Avoid

Derive 3-5 bear case arguments from the analysis. Focus on:

• Deteriorating fundamentals (declining margins, rising debt)
• Overvaluation signals
• Competitive threats or moat erosion
• Accounting red flags or governance concerns
• Macro or regulatory headwinds

Section 7: Summary

Synthesize the entire analysis into a concise summary. This is what gets displayed in the terminal — the full report is written to file.

## Summary

**[Company Name] ([TICKER])** — **[Overall Signal: Strong Buy / Buy / Hold / Sell / Strong Sell]** (Confidence: [High/Medium/Low])

**Weighted Score:** X.X / 5.0 | **Price:** $XXX.XX | **Market Cap:** $X.XXT

**Thesis:** [2-3 sentence investment thesis synthesizing the key finding from the analysis — what matters most about this company right now and why the signal lands where it does.]

**Key Strengths:**
- [Top bull case point with supporting metric]
- [Second bull case point]
- [Third bull case point]

**Key Risks:**
- [Top bear case point with supporting metric]
- [Second bear case point]
- [Third bear case point]

**Report:** [Full report saved to `reports/YYYY-MM-DD-HH-MM-SS-TICKER.md`]

Section 8: Source Links

Compile all URLs referenced throughout the report, grouped by source:

• SEC EDGAR links
• Stock Analysis links
• Gurufocus links
• TipRanks references
• Other WebSearch sources

Section 9: Disclaimer

For informational purposes only. Not financial advice. Data sourced from public
filings and third-party websites. Verify critical data points independently
before making investment decisions.

Report File Output

After assembling the full report (Sections 1-9), write it to a markdown file:

1. Generate the filename using the current timestamp and ticker: reports/YYYY-MM-DD-HH-MM-SS-{TICKER}.md (e.g., reports/2026-03-13-14-30-45-AAPL.md)
2. Create the reports/ directory in the current working directory if it doesn't exist
3. Write the complete report (all 9 sections) to the file using the Write tool
4. In the terminal, display only the Summary section (Section 7) — do not print the full report to the terminal
5. Include the file path in the summary so the user knows where to find the full report

Additional Resources

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/data-sources.md for data fetching instructions and source priority matrix.

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md for detailed output formatting guidance.