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.