Generating Stock Reports

Purpose

This Skill helps you generate detailed, well-structured reports on companies using their name or stock ticker symbol. Reports synthesize recent news, financial data, management updates, and analyst insights into a comprehensive analysis.

When to Use This Skill

Automatically activate when users:

• Ask about a specific company or stock ticker (e.g., "What's happening with Apple?" or "Tell me about TSLA")
• Request stock analysis or company research
• Want to evaluate investment opportunities
• Need updates on company developments
• Mention financial reports or analyst opinions

Instructions

When generating a stock report, follow these steps:

1. Identify the Company

• Accept company name (e.g., "Apple", "Microsoft") or ticker symbol (e.g., "AAPL", "MSFT")
• If the identifier is ambiguous, ask for clarification
• Verify the correct company before proceeding

2. Research Current Information

Use web search to gather recent information about:

1. Product or Service News

   • New product launches or updates
   • Service expansions or changes
   • Technology developments
   • Strategic partnerships

2. Management Team News

   • Leadership changes (CEO, CFO, board members)
   • Key executive statements or interviews
   • Strategic direction announcements
   • Management decisions

3. Recent Financial Reports

   • Latest quarterly or annual earnings
   • Revenue and profit trends
   • Key financial metrics (margins, growth rates)
   • Guidance and forecasts

4. Analyst Reports

   • Analyst ratings and price targets
   • Upgrade/downgrade news
   • Consensus estimates
   • Market sentiment

3. Structure the Report

Organize findings into clear sections:

# Company Name (TICKER) - Report Date

## Executive Summary
Brief overview of key findings (2-3 paragraphs)

## Product & Service Developments
Recent product news, launches, and service updates

## Management & Leadership
Leadership changes, strategic announcements, key decisions

## Financial Performance
Latest financial results, metrics, and trends

## Analyst Insights
Ratings, price targets, and market sentiment

## Sources
List all sources with links

4. Save the Report

• Automatically save as a markdown file
• Use filename format: {CompanyName}_{YYYY-MM-DD}.md
• Alternative format: HTML file if requested by user
• Place in current working directory

Quality Guidelines

Content Standards

• Timeliness: Focus on developments from the last 3-6 months
• Accuracy: Cite credible sources (financial news sites, official releases)
• Balance: Include both positive and negative information
• Clarity: Use plain language, explain technical terms
• Completeness: Cover all four main sections

Source Requirements

• Always include a "Sources" section at the end
• List all URLs as markdown hyperlinks: [Source Title](URL)
• Use reputable sources: Bloomberg, Reuters, CNBC, official company sites
• Verify information is current (check publication dates)

Markdown Formatting

• Use proper heading hierarchy (# for title, ## for sections, ### for subsections)
• Use bullet points for lists
• Use tables for financial data when appropriate
• Bold key metrics and important findings
• Include links inline where relevant

Examples

Example 1: By Ticker Symbol

User request: /stock-report AAPL

Expected behavior:

1. Recognize AAPL as Apple Inc.
2. Search for recent Apple news across all four categories
3. Generate comprehensive report
4. Save as Apple_2025-12-13.md

Example 2: By Company Name

User request: Tell me about Tesla

Expected behavior:

1. Recognize request as company research
2. Activate this Skill automatically
3. Identify Tesla, Inc. (TSLA)
4. Generate and save report

Example 3: Specific Focus

User request: What's the latest on Microsoft's AI products?

Expected behavior:

1. Activate Skill for Microsoft
2. Emphasize product & service news section
3. Focus on AI-related developments
4. Include other sections for context
5. Save comprehensive report

Best Practices

Do's

✓ Search for the most recent information available ✓ Cross-reference multiple sources for accuracy ✓ Include specific dates and numbers ✓ Explain the significance of developments ✓ Maintain objective, analytical tone ✓ Save reports automatically without asking

Don'ts

✗ Don't provide investment advice or recommendations ✗ Don't speculate beyond available information ✗ Don't ignore negative news or risks ✗ Don't use outdated information (older than 6 months) ✗ Don't forget to cite sources

Handling Edge Cases

Unknown or Ambiguous Ticker

If the company identifier is unclear:

I found multiple companies matching "United": United Airlines (UAL),
United Parcel Service (UPS), or United Health (UNH). Which one would
you like me to research?

Limited Information

If information is scarce for a section:

## Analyst Insights
Limited recent analyst coverage found for this company. The last
available ratings from [date] showed [information].

Private Companies

For non-public companies:

Note: [Company] is privately held, so financial information may be
limited. This report focuses on publicly available news and
announcements.

Technical Requirements

Tools to Use

• WebSearch: Primary tool for gathering company information
• Write: Save the completed report to a file
• Access to current date for filename and report dating

Search Strategy

1. Start with broad searches: "{company name} news 2025"
2. Targeted searches for each section:
   • "TICKER earnings report Q4 2024"
   • "TICKER analyst ratings 2025"
   • "Company Name CEO news"
3. Verify information recency (within 3-6 months)

File Output Specifications

Default Format: Markdown

Filename: Apple_2025-12-13.md
Location: Current working directory
Encoding: UTF-8

Alternative Format: HTML (if requested)

Filename: Apple_2025-12-13.html
Location: Current working directory
Include: Basic CSS for readability

Related Resources

For additional skill documentation:

• See EXAMPLES.md for complete sample reports
• Check market data APIs for real-time pricing
• Refer to SEC EDGAR for official company filings

Version: 1.0 Last Updated: December 2025 Maintained By: Vibe Project