trade-research

name	trade-research
description	Investment decision support for a specific stock — builds an investment thesis with valuation, technical entry points, portfolio fit analysis, position sizing, and risk management. Use this skill when deciding whether to buy, sell, or hold a position. Ask "should I buy AAPL", "should I sell NVDA", "trade idea for AMZN", "evaluate PINS", "investment thesis for MSFT", "is it a good time to buy GOOG", "trade research on META", or "add to my position in TSLA" to trigger this workflow. Produces a Trade Decision Brief contract output.
arguments	[{"name":"symbol","description":"Ticker symbol to evaluate (e.g., AAPL, NVDA, AMZN)","required":true}]

Provide comprehensive investment decision support for "$ARGUMENTS" by calling these tools in parallel:

Round 1 — Company & Market Data (parallel):

1. terminalq_get_company_profile(symbol) — overview
2. terminalq_get_quote(symbol) — current price
3. terminalq_get_financials(symbol, "income", 4) — revenue and earnings trends
4. terminalq_get_financials(symbol, "balance_sheet", 4) — financial strength
5. terminalq_get_financials(symbol, "cash_flow", 4) — cash generation
6. terminalq_get_technicals(symbol) — technical indicators
7. terminalq_get_analyst_ratings(symbol) — Wall Street consensus
8. terminalq_get_news(symbol, 14) — recent news
9. terminalq_get_earnings(symbol) — earnings history
10. terminalq_chart_price(symbol, "1y", "line") — price chart

Round 2 — Portfolio Context (parallel):

11. terminalq_get_allocation() — current portfolio allocation
12. terminalq_get_risk_metrics("1y") — portfolio risk baseline

After gathering all data, produce an investment decision brief following the Trade Decision Brief contract in docs/output-contracts.md:

Investment Thesis:

• Bull case (3-4 data-driven points from financials, growth, and catalysts)
• Bear case (3-4 risk factors from financials, technicals, and news)
• One-line thesis summary

Valuation Assessment:

• Current P/E vs historical and sector average
• P/S ratio context
• Analyst price target range (low / average / high) vs current price
• Upside/downside to consensus target

Technical Entry Point:

• Is now a good time? (relative to support/resistance levels, trend, momentum)
• RSI: overbought (>70) = poor entry, oversold (<30) = potential opportunity
• Where are the key support levels? (potential stop-loss points)
• MACD trend (bullish/bearish crossover)

Portfolio Fit Analysis:

• Current allocation by asset class — would this stock increase or decrease concentration?
• Sector exposure — does the portfolio already have heavy exposure to this sector?
• Correlation with existing holdings — does this add diversification?
• If already held, should the position be increased?

Position Sizing Suggestion:

• Based on current portfolio size, conviction level, and risk
• Start with 1-2% for new positions, 3-5% for high-conviction
• Account for total sector exposure after adding

Risk Management:

• Suggested stop-loss level (technical support or % max loss)
• Position sizing that keeps max loss within risk tolerance
• Which account to buy in (taxable vs Roth) for tax efficiency

Decision Summary:

• Clear BUY / WAIT / AVOID recommendation with rationale
• If WAIT: what conditions would make it actionable
• If BUY: suggested entry price range, position size, and stop-loss

Data Freshness: Include a table noting each data source, how recent it is, and confidence level (High/Moderate/Low per docs/output-contracts.md).

Disclaimer: End with the standard disclaimer from docs/output-contracts.md.

Failure Modes

Failure Mode	Signal	Response
Invalid ticker	terminalq_get_company_profile returns error	Stop and ask user to verify the ticker symbol
Financials unavailable	All 3 financial statement calls fail	Focus on technicals, ratings, and news; flag that fundamental analysis is limited
Allocation unavailable	terminalq_get_allocation fails	Skip Portfolio Fit Analysis section; note it in output
Risk metrics fail	terminalq_get_risk_metrics errors	Skip portfolio risk baseline comparison; size position conservatively
Technicals fail	terminalq_get_technicals errors	Skip Technical Entry Point; recommend limit orders at recent support levels
All data sources fail	Multiple critical tools return errors	Abort and inform user that insufficient data is available for a decision

When Not to Use

• Do not use without first understanding the company — this skill calls company data internally, but for a standalone research report use company-research
• Do not use for broad market context — use market-overview first to understand the environment
• Do not use if portfolio hasn't been ingested — Portfolio Fit will be incomplete; run /tq-ingest first