--- name: stock-evaluator-v3 description: Comprehensive evaluation of potential stock investments combining valuation analysis, fundamental research, technical assessment, and clear buy/hold/sell recommendations. Use when the user asks about buying a stock, evaluating investment opportunities, analyzing watchlist candidates, or requests stock recommendations. Provides specific entry prices, position sizing, and conviction ratings. ---

Stock Evaluator (Enhanced)

⚠️ CRITICAL: MANDATORY DELIVERABLES CHECKLIST

Every analysis MUST include ALL of these:

• ☐ Technical Analysis (price action, indicators, key levels, Ichimoku Cloud)
• ☐ Fundamental Analysis (business, financials, competitive position)
• ☐ Advanced Financial Metrics (F-Score, Z-Score, M-Score, Max Drawdown, Value Trap Score)
• ☐ Investor Persona Scores (8 legendary investor frameworks)
• ☐ Valuation Assessment (multiple methods with margin of safety)
• ☐ Bull vs. Bear Case (both sides with balance assessment)
• ☐ Clear Recommendation (BUY / HOLD / SELL with conviction rating)
• ☐ Alternative Candidates (if SELL: provide 3-5 better alternatives)
• ☐ Enhanced Quant-Style Dashboard (React dashboard with 60+ metrics, Ichimoku, investor personas, TOP NEWS, and key notes)

If you cannot complete any item, STOP and ask for clarification.

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⚠️ CRITICAL: DATA INTEGRITY RULES

ZERO FABRICATION POLICY

NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from:

1. A web search result with a cited source
2. Company filings (10-K, 10-Q, earnings reports)
3. Official financial data providers

If data cannot be found → Use "N/A" or "--"

MANDATORY WEB SEARCHES (minimum per analysis)

You MUST perform these searches before populating the dashboard:

| Search # | Query Template | Data Retrieved | |----------|---------------|----------------| | 1 | "[TICKER] stock price market cap P/E ratio" | Price, Market Cap, P/E | | 2 | "[TICKER] ROE ROA profit margin 2024 annual report" | Financial ratios | | 3 | "[TICKER] revenue growth earnings growth FY2024" | Growth rates (REPORTED) | | 4 | "[TICKER] Piotroski F-Score" | F-Score (or calculate) | | 5 | "[TICKER] insider trading SEC Form 4 2025" | Insider buys/sells | | 6 | "[TICKER] short interest percentage float" | Short interest | | 7 | "[TICKER] RSI MACD 50-day 200-day moving average beta volatility" | Technical indicators | | 8 | "[TICKER] analyst price target consensus" | Analyst targets |

DATA SOURCE HIERARCHY

Use sources in this priority order:

1. Official company filings (SEC EDGAR, company investor relations)
2. Exchange data (NYSE, NASDAQ, LSE official)
3. Verified financial data (Yahoo Finance, Google Finance, MarketWatch)
4. SEC Form 4 (for insider trading ONLY)
5. FINRA/exchange (for short interest ONLY)

PROHIBITED

• Using training knowledge for ANY specific current numbers
• Analyst reports (per user preference)
• Estimates without sourcing
• "Common knowledge" assumptions

HANDLING UNAVAILABLE DATA

| Situation | Action | Display | |-----------|--------|---------| | Metric not found after searching | Display "N/A" | value: "N/A" | | Data is outdated (>1 year old) | Note the date | value: "15.2% (2023)" | | Conflicting sources | Use most authoritative | Note in analysis | | Calculated metric (F-Score) | Show calculation | Explain in text | | Insider data unavailable | Show "N/A" | insBuys: "N/A" |

CRITICAL: Zero means "zero occurred" - NEVER substitute zeros for missing data.

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STANDARDIZED METRIC LABELS

Use these EXACT labels in the dashboard (matches reference screenshots):

Row 1: PRICE & VALUATION | FINANCIAL PERFORMANCE

| Label | Notes | |-------|-------| | Price: | $XX.XX or €XX.XX | | Market Cap: | $XXB or €XXB | | Trailing P/E: | XX.XX | | Forward P/E: | XX.XX | | Subsector P/E: | XX.XX or N/A | | PEG (1Y): | X.XX with benchmark (<1) | | ROE: | XX.XX% with benchmark (>20%) | | ROA: | XX.XX% with benchmark (>10%) | | Profit Margin: | XX.XX% with benchmark (>20%) | | Operative Margin: | XX.XX% with benchmark (>20%) - NOTE: "Operative" not "Operating" | | Gross Margin: | XX.XX% with benchmark (>40%) | | ROIC: | XX.X% with benchmark (>15%) |

Row 2: GROWTH METRICS | RISK INDICATORS

| Label | Notes | |-------|-------| | Revenue (YoY): | XX.XX% with benchmark (>10%) - REPORTED only | | Earning (YoY): | XX.XX% with benchmark (>0%) - REPORTED only | | EPS (TTM): | $X.XX | | Forward EPS: | $X.XX | | Growth Rates: | Capped: X.X% / Uncapped: X.X% | | Analyst Target: | $XX.XX | | CRS (0-1): | X.XX with benchmark (Medium) | | Debt/Equity (mrq): | X.XX with benchmark (0.5-1) | | Piotroski F: | X with benchmark (≥7) | | Altman Z: | X.XX with benchmark (>3) | | Beneish M: | X.XX with benchmark (<-1.78) | | Value Trap: | XX (Label) |

Row 3: LIQUIDITY & FREE CASH FLOW | INSIDER & SENTIMENT & CLASS

| Label | Notes | |-------|-------| | Current Ratio: | X.XX with benchmark (1-2) | | Cash: | $X.XB | | Debt: | $X.XB or N/A | | FCF Growth 5Y: | XX.X% with benchmark (>5%) | | FCF Yield: | X.XX% with benchmark (>4%) | | FCF Margin: | XX.XX% with benchmark (>15%) | | Payout Ratio: | XX.XX% with benchmark (<50%) | | Buys (12M): | X - from SEC Form 4 or N/A | | Sells (12M): | X - from SEC Form 4 or N/A | | Net Shares (12M): | +/-XXK - from SEC Form 4 or N/A | | Short Int (%): | X.X% | | Sentiment / Articles: | +X.XXX / XX (Positive/Negative) | | Stock: [Type] + Div Yield: | Combined: "Stock: Growth" + "Div Yield: X.XX%" | | Sector/Industry: | Combined: "Sector / Industry" |

Row 4: QUALITY SCORES | MOAT & OTHER

| Label | Notes | |-------|-------| | CQVS: | XX.XX with benchmark range | | Label: | Strong/Moderate/Weak | | Valuation: | XX.XX | | Quality: | XX.XX | | Strength: | XX.XX | | Integrity: | XX.XX | | Buffett Moat: | X with benchmark (4-7) | | Greenblatt (MF): | EY: X.X% / ROC: X.X% or N/A | | Beta: + Vol 1Y: | Combined: "Beta: X.XX" + "Vol 1Y: XX.X%" | | Earnings Predict.: | XX.X% with benchmark (>80%) | | Drawdown (5Y): | -XX.X% with label (Low/Mid/High) | | Completeness: + Data Quality: | Combined: "XX.X%" + "High/Medium/Low" |

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STANDARDIZED BENCHMARKS (Single Source of Truth)

Use these EXACT thresholds for color coding:

| Metric | Green (Good) | Yellow (Neutral) | Red (Warning) | |--------|--------------|------------------|---------------| | ROE | >20% | 10-20% | <10% | | ROA | >10% | 5-10% | <5% | | Profit Margin | >20% | 10-20% | <10% | | Operative Margin | >20% | 10-20% | <10% | | Gross Margin | >40% | 25-40% | <25% | | ROIC | >15% | 8-15% | <8% | | Debt/Equity | <1 | 1-2 | >2 | | Current Ratio | 1-2 | 0.5-1 or 2-3 | <0.5 or >3 | | Piotroski F | ≥7 | 4-6 | ≤3 | | Altman Z | >2.99 | 1.81-2.99 | <1.81 | | Beneish M | <-2.22 | -2.22 to -1.78 | >-1.78 | | PEG (1Y) | <1 | 1-2 | >2 | | RSI (14) | 30-50 | 50-70 | >70 or <30 | | Short Interest | <5% | 5-10% | >10% | | FCF Yield | >5% | 2-5% | <2% | | FCF Margin | >15% | 10-15% | <10% | | Dividend Yield | >2% | 1-2% | <1% or >8% | | Value Trap | 0-39 | 40-59 | 60-100 | | Max Drawdown | >-30% | -30% to -50% | <-50% | | Revenue Growth | >10% | 0-10% | <0% | | Earnings Growth | >0% | -10% to 0% | <-10% |

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Overview

This skill provides institutional-grade evaluation of potential stock investments. Unlike portfolio analysis which reviews existing positions, this skill evaluates stocks you're considering buying or deciding whether to purchase.

The evaluation answers:

• Should I buy this stock?
• At what price should I enter?
• How much should I allocate?
• What's my upside and downside?
• When should I sell?

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