Full Report — Comprehensive Stock Analysis Orchestrator

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)

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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

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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).

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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.

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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.

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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)

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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

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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/

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Output File Naming

output/<TICKER>_report_<YYYY-MM-DD>.html

Example: output/AAPL_report_2025-06-19.html

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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

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Data Verification

Open the report with a Data & Sources header (see Data & Accuracy) 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 result-validator on the composite result and include its confidence score in the report footer — a composite thesis should never ship without this validation pass.

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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.