skills/skills.volces.com/fundamental-stock-analysis

fundamental-stock-analysis

SKILL.md

fundamental-stock-analysis

  1. Read references/playbook.md before starting analysis.
  2. Follow the playbook steps exactly (input parse -> data collection -> quick screen -> scoring -> rating -> output).
  3. For multi-ticker requests, analyze each ticker first, then rank peers and select best pick with invalidation triggers.
  4. Always include confidence level and call out stale/conflicting data explicitly.
  5. Do not append any machine-readable JSON block in user-facing output.
  6. 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

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Apr 5, 2026