Research Bundle

Chain competitor, fundamentals, valuation, market-signal, technical, and risk analyses into a stock thesis.

3|Updated May 9, 2026
One-click install
npx skills add https://github.com/severin-ye/OpenStock--Analyst --skill research-bundle-severin-ye
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Research Bundle
Source: https://github.com/severin-ye/OpenStock--Analyst/tree/main/src/investskill/plugins/us-stock-analysis/skills/research-bundle
Command: npx skills add https://github.com/severin-ye/OpenStock--Analyst --skill research-bundle-severin-ye

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of producing a complete, decision-ready stock research thesis without running multiple disconnected analyses or missing critical due-diligence steps.

Core Features & Use Cases

  • Phase-based due diligence orchestration: Runs competitor/business foundation, valuation (DCF + relative), market signals (insider/institutional/earnings), technical timing, and risk checks in sequence so earlier outputs inform later assumptions.
  • Unified decision output: Produces bull and bear cases, a weighted composite score with interpretation, valuation summaries, entry/exit strategy, and a monitoring plan.
  • Conflict resolution for actionable conclusions: Applies explicit rules when signals disagree and flags irreconcilable contradictions for monitor-only status.

Quick Start

Use Research Bundle to run a full due-diligence thesis for a ticker and get a composite score, bull/bear cases, valuation summary, and entry/exit plan.

Frequently Asked Questions about Research Bundle

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a complete stock investment thesis without missing due-diligence steps?

Build a complete stock investment thesis by sequentially chaining competitor, fundamentals, valuation, market-signal, technical, and risk analyses into one decision framework with phased outputs synthesized into bull and bear cases.

How does a weighted composite score work for stock research?

A weighted composite score for stock research standardizes and synthesizes sequential analysis outputs, applying explicit rules when signals disagree to generate a unified decision metric with entry, exit, and monitoring instructions.

Can I generate repeatable due-diligence reports across multiple stock tickers?

Generate repeatable due-diligence reports across multiple tickers by running standardized module commands sequentially, ensuring earlier outputs inform later assumptions for consistent thesis generation and report-ready structured outputs.

What is the best way to resolve conflicting signals during fundamental analysis and valuation?

Resolve conflicting signals during fundamental analysis and valuation by applying explicit conflict resolution rules that flag irreconcilable contradictions, automatically assigning the stock to a monitor-only status to prevent premature position sizing.

Does technical analysis timing factor into pre-position sizing for risk assessment?

Technical analysis timing factors directly into pre-position sizing by running technical and risk checks in sequence after valuation and market-signal phases, ensuring entry and exit strategies reflect timing alongside risk assessment.