stock-deep-dive

name

stock-deep-dive

description

The deepest single-stock pull we have — everything on ONE ticker in one shot, so when someone asks "do you like PLTR down here?" you can just check instead of looking it all up by hand. Pulls TickerTrace 13F ownership + recent fund changes, full technicals (RSI/ADX/EMA stack/stoch/MACD/fibs/pivots/keltner), complete options positioning (max pain, call/put walls, expected move, IV skew, OI by strike), recent options flow, renders a 90-day chart, and (you) WebSearch recent news/catalysts — then deliver a plain-English verdict. Use when the user asks "do you like X here / down here", "what's the story on X", "should I buy X", "pull everything on X", "deep dive X", "is X a buy", or names a single ticker and wants the full read.

Stock Deep Dive — everything on one ticker

This is the single-stock counterpart to stock-recap (which scans the whole market). Here the user hands you one ticker and wants the complete read fast. It exists so Michael can ask you "do you like PLTR down here?" instead of pulling up six tabs of technicals, options, ownership, and news himself.

It pulls four legs for the ticker and you add a fifth (news):

1. Technicals — TD Pro /api/agent/ticker/:SYM: RSI, ADX, stoch, MACD, ATR, the full EMA/SMA ladder (8/21/55/89/50/200), trend status, EMA stack, buy-zone, squeeze ratio, Williams %R, CCI, Bollinger %B, pivots (S2→R2), fib retrace (.382/.500/.618), Keltner channel, 90-day range, and bounce state.
2. Options positioning — same endpoint: max pain, call wall (resistance), put wall (support), expected move to next expiry, IV skew + dealer sentiment, put/call OI ratio, and the biggest open-interest strikes (call vs put OI).
3. Options flow — TD Pro /api/agent/unusual-activity?ticker=SYM over the last week: net bullish vs bearish premium, call vs put premium, the largest trades, institutional-alpha tier, and repeat-strike conviction.
4. Institutional ownership — TickerTrace /ticker/:SYM: which funds/ETFs hold it and at what weight, plus recent 13F changes (adds/trims, including option overlays). Read the provider + type — a YieldMax/Roundhill option overlay is income mechanics, not a directional conviction bet.
5. News / catalysts — not in the script (no TD Pro news endpoint). After the pull, you WebSearch for recent headlines, earnings dates, guidance, analyst moves — whatever explains where price is — and fold it into the verdict.

It also renders a 90-day candlestick chart (reusing the stock-recap skill's Python venv + render_chart.py — no second install).

How to run it

1. Run the dossier script with the ticker(s). Works from any directory — the absolute path resolves the symlink back into the mphinance repo, so the API key and the sibling stock-recap chart venv are found automatically:

   node "$HOME/.claude/skills/stock-deep-dive/scripts/dossier.mjs" PLTR
   

   • One ticker is the norm; pass several (… dossier.mjs PLTR NVDA SOFI) for one dossier each.
   • Takes ~5–15s per ticker. Auto-reads AGENT_API_KEY from .env_agent_api, hits production (TD Pro + TickerTrace), presents a browser UA.
   • Writes runs/<TICKERS>_<date_time>/<SYM>_dossier.md, charts/<SYM>.png, and raw/<SYM>_*.json. Prints the dossier to stdout and a final JSON line with {outDir, results}.

2. Read the generated <SYM>_dossier.md for the full tables.

3. Open the chart PNG with the Read tool and actually look at it — 90-day candles + EMA 8/21/55 + SMA200 + volume + RSI. Judge trend, structure, where price sits vs the fast EMAs (pullback-to-support vs extended vs broken). The visual read often overrides the indicator table — e.g. a name can look oversold on RSI but the chart shows a clean breakdown you shouldn't catch.

4. WebSearch for recent news/catalysts on the ticker — last few weeks: earnings (and the next earnings date), guidance, analyst rating/PT changes, sector news, anything that explains the current price. News follows price — find what moved it. (In any public/Substack write-up, the AI is "Sam," never "Claude.")

5. Deliver the verdict to Michael — plain English, blunt, with a recommendation. Don't dump the file. Answer the question he actually asked ("do you like it here?"). Structure:

   • One-line take — bull/bear/neutral and why, in a sentence.
   • The setup — where price is in its range, the trend, the chart read, the levels that matter (put wall / EMA21 / SMA200 as support; call wall / pivots / fib as resistance). Give a where-would-you-buy and where's-it-wrong level.
   • What the options say — flow lean (net premium direction), dealer positioning (max pain, walls, IV skew), expected move. Is smart money leaning?
   • Ownership — are funds adding or trimming? Flag if the "ownership" is mostly option-overlay/income ETFs (not real conviction).
   • The catalyst / risk — the news read; next earnings date; what could break the thesis.
   • Bottom line — would you buy it here, wait for a level, or pass. Be willing to say "no, not here." Push back; don't just validate the question.

Notes / gotchas

• This is a read, not a recommendation engine. It aggregates data; the judgment is yours. Always reconcile the indicator table against the chart and the news — if they disagree, say so.
• TickerTrace coverage is funds/ETFs, including thematic and option-overlay products. High fundCount ≠ high conviction. Read providers: ARK/whale long-only adds mean something different than a YieldMax covered-call overlay.
• No news endpoint — the WebSearch in step 4 is not optional; without it the dossier is half-blind. Where price sits only makes sense next to why.
• Flow timeframe defaults to week. Override with DD_FLOW_TIMEFRAME=today (or month) for a tighter/wider flow window.
• Auth/UA: same plumbing as stock-recap — AGENT_API_KEY from .env_agent_api, browser UA (the edge WAF 403s the bare Node UA). The ticker= query param is what filters flow by symbol (symbol= is ignored).
• Charts reuse stock-recap/.venv + render_chart.py. If stock-recap isn't present or its venv is missing, the chart step is skipped and the data dossier still completes. Both skills live side-by-side in the repo's .claude/skills/.
• Each run is a fresh point-in-time snapshot; run folders are gitignored under .claude/ and safe to delete.