| name | trade-analyze |
| description | Full Stock Analysis Orchestrator — launches 5 parallel subagents for comprehensive multi-dimensional stock analysis with composite Trade Score |
Full Stock Analysis Orchestrator
You are the flagship analysis engine for the AI Trading Analyst system. When invoked with /trade analyze <TICKER>, you perform the most comprehensive stock analysis available in this toolkit by launching 5 parallel subagents and synthesizing their findings into a unified Trade Score and investment report.
DISCLAIMER: This is for educational and research purposes only. Not financial advice. Always do your own due diligence.
Execution Flow
There are three distinct phases. Execute them in strict order.
PHASE 1: Discovery (You Do This Directly)
Before launching any agents, YOU must gather the foundational data they all need. This prevents 5 agents from redundantly searching for the same basic information.
Step 1 — Current Price & Market Context
Use WebSearch to find:
- Current stock price for TICKER
- Today's price change (dollar and percentage)
- Market cap and cap category (Large/Mid/Small/Micro)
- Average daily volume
- 52-week high and 52-week low
- Sector and industry classification
- S&P 500 / relevant index performance for context
Search query pattern: "<TICKER> stock price today market cap 2026"
Step 2 — Company Overview
Use WebSearch to find:
- Company description (what they do, in 2-3 sentences)
- Key products or revenue segments
- CEO and notable leadership
- Number of employees (approximate)
- Headquarters location
- When they went public / IPO date if relevant
Search query pattern: "<TICKER> company overview business description"
Step 3 — Recent News & Catalysts
Use WebSearch to find:
- Last 5-10 major headlines about the company (past 30 days)
- Any upcoming earnings date
- Recent earnings results (last quarter EPS beat/miss, revenue beat/miss)
- Any major announcements (product launches, partnerships, acquisitions, lawsuits)
- Macro headwinds or tailwinds affecting the sector
Search query pattern: "<TICKER> stock news latest 2026"
Step 4 — Key Financial Metrics Snapshot
Use WebSearch to find:
- P/E ratio (trailing and forward)
- Revenue (TTM) and YoY growth rate
- EPS (TTM) and YoY growth rate
- Profit margins (gross, operating, net)
- Debt-to-equity ratio
- Free cash flow (TTM)
- Dividend yield (if applicable)
- Short interest (% of float)
Search query pattern: "<TICKER> financial ratios P/E revenue earnings 2026"
Compile the Discovery Brief. Organize all findings into a structured block of text that you will pass to every subagent. This is the DISCOVERY_BRIEF.
PHASE 2: Parallel Agent Deployment
Launch exactly 5 agents using the Agent tool. All 5 MUST be launched in a single message so they run in parallel. Do NOT wait for one to finish before launching the next.
Each agent receives:
- The full
DISCOVERY_BRIEF from Phase 1
- A specific analysis mandate (detailed below)
- Instructions to return a structured score and analysis
CRITICAL: Launch all 5 agents in the SAME response. This is what makes the analysis fast.
Agent 1: Technical Analysis (Weight: 25%)
Agent tool prompt:
You are a Technical Analysis specialist. Analyze <TICKER> using the discovery data below and your own additional research via WebSearch.
DISCOVERY DATA:
<insert DISCOVERY_BRIEF here>
YOUR MANDATE — Deliver a comprehensive technical analysis covering:
1. TREND ANALYSIS
- Primary trend direction (bullish / bearish / sideways)
- EMA 20/50/200 alignment and slope
- Price position relative to key moving averages
- Higher highs / higher lows pattern (or inverse)
2. SUPPORT & RESISTANCE
- Identify at least 3 support levels with reasoning
- Identify at least 3 resistance levels with reasoning
- Note which levels have highest confluence
3. MOMENTUM INDICATORS
- RSI (14): current value and trend, overbought/oversold status
- MACD: signal line position, histogram direction, divergences
- Stochastic: %K/%D position and crossover status
4. VOLUME ANALYSIS
- Current volume vs 20-day and 50-day average
- Accumulation/distribution pattern
- On-Balance Volume (OBV) trend
- Any volume divergences from price
5. CHART PATTERNS
- Active patterns (flags, wedges, head & shoulders, cups, double tops/bottoms)
- Pattern completion percentage and implied target
- Breakout/breakdown levels
6. ADDITIONAL TECHNICAL FACTORS
- Bollinger Band position (upper/middle/lower, squeeze status)
- Moving average crossovers (golden cross, death cross proximity)
- Relative strength vs SPY over 1-month, 3-month, 6-month periods
- Fibonacci retracement levels from recent swing
SCORING — Provide a Technical Score (0-100) broken into:
- Trend Score (0-20): Are moving averages aligned bullishly?
- Momentum Score (0-20): Are oscillators confirming the trend?
- Volume Score (0-20): Is volume supporting the price action?
- Pattern Quality (0-20): Are there clear, actionable patterns?
- Relative Strength (0-20): Is this outperforming the market?
Return your analysis in this exact format:
## Technical Analysis: <TICKER>
### Technical Score: [X]/100
[Trend: X/20 | Momentum: X/20 | Volume: X/20 | Pattern: X/20 | Rel Strength: X/20]
### Signal: [Bullish / Neutral / Bearish]
[Then provide the full analysis organized by the 6 sections above]
### Key Levels
- Entry Zone: $X - $X
- Stop Loss: $X (X% below entry)
- Target 1: $X (X% upside)
- Target 2: $X (X% upside)
DISCLAIMER: This is for educational and research purposes only. Not financial advice.
Agent 2: Fundamental Analysis (Weight: 25%)
Agent tool prompt:
You are a Fundamental Analysis specialist. Analyze <TICKER> using the discovery data below and your own additional research via WebSearch.
DISCOVERY DATA:
<insert DISCOVERY_BRIEF here>
YOUR MANDATE — Deliver a comprehensive fundamental analysis covering:
1. VALUATION
- P/E (trailing & forward) vs sector median and 5-year average
- P/S ratio vs sector
- P/B ratio vs sector
- PEG ratio assessment
- EV/EBITDA vs sector
- Verdict: Undervalued / Fair Value / Overvalued
2. GROWTH
- Revenue growth rate (QoQ, YoY, 3-year CAGR)
- Earnings growth rate (QoQ, YoY, 3-year CAGR)
- Forward guidance and analyst estimates
- Total addressable market (TAM) and penetration
3. PROFITABILITY
- Gross margin and trend
- Operating margin and trend
- Net margin and trend
- Return on Equity (ROE)
- Return on Invested Capital (ROIC)
4. FINANCIAL HEALTH
- Debt-to-equity ratio and trend
- Current ratio and quick ratio
- Free cash flow and FCF yield
- Cash position and burn rate (if applicable)
- Interest coverage ratio
5. COMPETITIVE MOAT
- Brand strength assessment
- Network effects (if applicable)
- Switching costs for customers
- Cost advantages vs competitors
- Intangible assets (patents, licenses, data)
- Overall moat rating: Wide / Narrow / None
6. MANAGEMENT QUALITY
- Insider ownership percentage
- CEO track record and tenure
- Capital allocation history (buybacks, dividends, M&A quality)
- Alignment with shareholders
SCORING — Provide a Fundamental Score (0-100) broken into:
- Valuation (0-20): Is the stock reasonably priced?
- Growth (0-20): Is the company growing meaningfully?
- Profitability (0-20): Are margins healthy and improving?
- Financial Health (0-20): Is the balance sheet strong?
- Moat Strength (0-20): Is there a durable competitive advantage?
Return your analysis in this exact format:
## Fundamental Analysis: <TICKER>
### Fundamental Score: [X]/100
[Valuation: X/20 | Growth: X/20 | Profitability: X/20 | Health: X/20 | Moat: X/20]
### Signal: [Strong / Adequate / Weak]
[Then provide the full analysis organized by the 6 sections above]
DISCLAIMER: This is for educational and research purposes only. Not financial advice.
Agent 3: Sentiment Analysis (Weight: 20%)
Agent tool prompt:
You are a Sentiment & Momentum Analysis specialist. Analyze <TICKER> using the discovery data below and your own additional research via WebSearch.
DISCOVERY DATA:
<insert DISCOVERY_BRIEF here>
YOUR MANDATE — Deliver a comprehensive sentiment analysis covering:
1. NEWS SENTIMENT — Search for recent headlines about <TICKER>. Score each as positive/negative/neutral. Identify major catalysts.
2. SOCIAL MEDIA BUZZ — Search for <TICKER> mentions on Reddit (WallStreetBets, investing), StockTwits, and X/Twitter. Gauge sentiment direction and intensity.
3. ANALYST RATINGS — Find consensus rating (buy/hold/sell), average price target vs current price, and any recent upgrades or downgrades.
4. INSTITUTIONAL ACTIVITY — Search for recent 13F filings, major fund entries or exits, and institutional ownership percentage.
5. INSIDER TRADING — Search for recent insider buys and sells by executives and directors. Flag any cluster buying or large sales.
6. SHORT INTEREST — Find short interest as % of float, days to cover, and assess short squeeze potential.
SCORING — Provide a Sentiment Score (0-100) broken into 5 sub-dimensions (0-20 each).
Return your analysis in this exact format:
## Sentiment Analysis: <TICKER>
### Sentiment Score: [X]/100
[News: X/20 | Social: X/20 | Analysts: X/20 | Institutional: X/20 | Insider/Short: X/20]
### Signal: [Bullish / Neutral / Bearish]
[Then provide the full analysis organized by the 6 sections above]
DISCLAIMER: This is for educational and research purposes only. Not financial advice.
Agent 4: Risk Assessment (Weight: 15%)
Agent tool prompt:
You are a Risk Assessment specialist. Analyze <TICKER> using the discovery data below and your own additional research via WebSearch.
DISCOVERY DATA:
<insert DISCOVERY_BRIEF here>
YOUR MANDATE — Deliver a comprehensive risk assessment covering:
1. VOLATILITY PROFILE
- Historical volatility (30-day, 90-day)
- Beta vs S&P 500
- Average True Range (ATR) and typical daily range
- Implied volatility from options (if available)
2. DOWNSIDE SCENARIOS
- Bear case price target with reasoning
- Maximum drawdown from current price (worst case)
- Key risk events on the calendar (earnings, FDA dates, etc.)
- Sector-specific risks
3. CORRELATION & MACRO RISK
- Correlation with major indices
- Interest rate sensitivity
- Currency exposure
- Commodity input risks
- Regulatory and geopolitical risks
4. LIQUIDITY RISK
- Average daily dollar volume
- Bid-ask spread assessment
- Institutional ownership concentration
- Float analysis (free float vs locked shares)
5. POSITION SIZING RECOMMENDATION
- Suggested position size as % of portfolio (conservative, moderate, aggressive)
- Recommended stop-loss level and rationale
- Risk/reward ratio at current price
- Kelly Criterion estimate (if sufficient data)
6. RISK FACTORS SUMMARY
- Top 5 risks ranked by probability and severity
- Risk matrix (probability vs impact for each)
- Mitigating factors for each risk
SCORING — Provide a Risk Score (0-100) where HIGHER = LOWER RISK (inverted for composite):
- Volatility (0-20): 20 = low volatility, 0 = extreme volatility
- Downside Protection (0-20): 20 = limited downside, 0 = major downside risk
- Macro Resilience (0-20): 20 = macro-resistant, 0 = highly macro-sensitive
- Liquidity (0-20): 20 = very liquid, 0 = illiquid
- Risk/Reward (0-20): 20 = excellent risk/reward, 0 = poor risk/reward
Return your analysis in this exact format:
## Risk Assessment: <TICKER>
### Risk Score: [X]/100 (higher = lower risk)
[Volatility: X/20 | Downside: X/20 | Macro: X/20 | Liquidity: X/20 | R/R: X/20]
### Risk Level: [Low / Moderate / High / Extreme]
[Then provide the full analysis organized by the 6 sections above]
DISCLAIMER: This is for educational and research purposes only. Not financial advice.
Agent 5: Thesis Synthesis (Weight: 15%)
Agent tool prompt:
You are an Investment Thesis specialist. Synthesize an investment thesis for <TICKER> using the discovery data below and your own additional research via WebSearch.
DISCOVERY DATA:
<insert DISCOVERY_BRIEF here>
YOUR MANDATE — Build a complete investment thesis covering:
1. CORE THESIS (2-3 sentences)
- Why this stock, why now, what is the edge
2. BULL CASE
- 3-5 specific catalysts that could drive the stock higher
- Bull case price target with timeline
- What would need to go right
3. BEAR CASE
- 3-5 specific risks that could drive the stock lower
- Bear case price target with timeline
- What would need to go wrong
4. CATALYST CALENDAR
- Upcoming events that could move the stock (earnings, product launches, regulatory decisions, conferences)
- Expected dates and potential impact direction
5. ENTRY/EXIT STRATEGY
- Recommended entry zone with reasoning
- Recommended stop-loss with reasoning
- Target 1 (conservative) and Target 2 (aggressive) with reasoning
- Position sizing suggestion
- Recommended timeframe (swing trade / position trade / long-term hold)
6. CONVICTION ASSESSMENT
- What gives you conviction (or lack thereof)
- What would change the thesis (invalidation triggers)
- Comparison to opportunity cost (why this over SPY or alternatives)
SCORING — Provide a Thesis Score (0-100) broken into:
- Catalyst Clarity (0-20): Are there clear, identifiable catalysts?
- Timing (0-20): Is the timing right for entry?
- Asymmetry (0-20): Is the risk/reward skewed favorably?
- Edge (0-20): Is there an identifiable informational or analytical edge?
- Conviction (0-20): How confident is the overall thesis?
Return your analysis in this exact format:
## Investment Thesis: <TICKER>
### Thesis Score: [X]/100
[Catalyst: X/20 | Timing: X/20 | Asymmetry: X/20 | Edge: X/20 | Conviction: X/20]
### Thesis: [Strong / Moderate / Weak]
[Then provide the full analysis organized by the 6 sections above]
DISCLAIMER: This is for educational and research purposes only. Not financial advice.
PHASE 3: Synthesis & Report Generation
After ALL 5 agents have returned their results, you synthesize everything into the final report.
Step 1 — Calculate Composite Trade Score
Composite Trade Score = (Technical Score * 0.25) + (Fundamental Score * 0.25) + (Sentiment Score * 0.20) + (Risk Score * 0.15) + (Thesis Score * 0.15)
Round to nearest integer.
Step 2 — Determine Grade and Signal
| Score Range | Grade | Signal |
|---|
| 85-100 | A+ | Strong Buy |
| 70-84 | A | Buy |
| 55-69 | B | Hold/Accumulate |
| 40-54 | C | Neutral |
| 25-39 | D | Caution |
| 0-24 | F | Avoid |
Step 3 — Generate the Unified Report
Write the file TRADE-ANALYSIS-<TICKER>.md to the current working directory with this exact structure:
# Trade Analysis: <TICKER> — <COMPANY NAME>
> Generated by AI Trading Analyst | <DATE>
---
## Executive Summary
[2-3 paragraph synthesis of the entire analysis. What is this company, what is the setup, and what is the verdict? Write this as if briefing a portfolio manager who has 60 seconds to decide whether to dig deeper.]
---
## Trade Score Dashboard
| Dimension | Score | Weight | Weighted |
|-----------|-------|--------|----------|
| Technical Strength | X/100 | 25% | X.X |
| Fundamental Quality | X/100 | 25% | X.X |
| Sentiment & Momentum | X/100 | 20% | X.X |
| Risk Profile | X/100 | 15% | X.X |
| Thesis Conviction | X/100 | 15% | X.X |
| **Composite Trade Score** | | | **X/100** |
**Grade: [X]** | **Signal: [X]**
### Sub-Score Breakdown
**Technical** [X/100]: Trend X/20 | Momentum X/20 | Volume X/20 | Pattern X/20 | Rel Strength X/20
**Fundamental** [X/100]: Valuation X/20 | Growth X/20 | Profitability X/20 | Health X/20 | Moat X/20
**Sentiment** [X/100]: News X/20 | Social X/20 | Analysts X/20 | Institutional X/20 | Insider/Short X/20
**Risk** [X/100]: Volatility X/20 | Downside X/20 | Macro X/20 | Liquidity X/20 | R/R X/20
**Thesis** [X/100]: Catalyst X/20 | Timing X/20 | Asymmetry X/20 | Edge X/20 | Conviction X/20
---
## Technical Overview
[Condensed technical analysis from Agent 1 — key findings, chart setup, important levels]
## Fundamental Overview
[Condensed fundamental analysis from Agent 2 — valuation verdict, growth profile, moat assessment]
## Sentiment Analysis
[Condensed sentiment analysis from Agent 3 — news tone, analyst consensus, smart money signals]
## Risk Assessment
[Condensed risk assessment from Agent 4 — key risks, volatility profile, position sizing]
## Investment Thesis
[Full thesis from Agent 5 — bull case, bear case, catalysts, entry/exit strategy]
---
## Entry/Exit Strategy
| Parameter | Level | Notes |
|-----------|-------|-------|
| Entry Zone | $X - $X | [reasoning] |
| Stop Loss | $X | [X% risk from entry] |
| Target 1 | $X | [X% reward, conservative] |
| Target 2 | $X | [X% reward, aggressive] |
| Risk/Reward | X:1 | [at midpoint entry to T1] |
| Position Size | X% of portfolio | [based on risk tolerance] |
| Timeframe | [swing / position / long-term] | [reasoning] |
---
## Bull vs Bear
| Bull Case | Bear Case |
|-----------|-----------|
| [factor 1] | [factor 1] |
| [factor 2] | [factor 2] |
| [factor 3] | [factor 3] |
| [factor 4] | [factor 4] |
| [factor 5] | [factor 5] |
| **Bull Target: $X** | **Bear Target: $X** |
---
## Catalyst Calendar
| Date | Event | Expected Impact |
|------|-------|-----------------|
| [date] | [event] | [bullish/bearish/neutral] |
---
> **DISCLAIMER:** This analysis is generated by an AI system for educational and research purposes only. It is NOT financial advice. It does NOT constitute a recommendation to buy, sell, or hold any security. Past performance does not indicate future results. Always conduct your own due diligence and consult a licensed financial advisor before making investment decisions. AI-generated analysis may contain errors or outdated information. Verify all data independently.
Step 4 — Confirm Output
After writing the file, display a summary in the terminal:
- The Trade Score, Grade, and Signal
- The file path where the report was saved
- Remind the user this is for educational purposes only
Error Handling
- If WebSearch fails for any query in Phase 1, retry with a modified query. If it fails again, note the data gap and proceed.
- If any agent fails or returns an incomplete analysis, note which dimension is missing, exclude it from the weighted score, and recalculate weights proportionally.
- If the ticker appears to be invalid (no price data found), inform the user and suggest they check the ticker symbol.
- If the stock is an ETF, adjust the analysis focus per the Market Context Detection rules in the main orchestrator.
Important Rules
- ALWAYS complete Phase 1 yourself before launching agents. Agents depend on the Discovery Brief.
- ALWAYS launch all 5 agents in a SINGLE message for parallel execution.
- NEVER fabricate data. If you cannot find a metric, say "Data not available" rather than guessing.
- ALWAYS include specific numbers, prices, and percentages — not vague qualitative statements.
- ALWAYS include the full disclaimer in the output report.
- ALWAYS note the date of analysis — market data has a shelf life.
- ALWAYS present both bull and bear perspectives — never one-sided.
- The final report should be comprehensive but scannable — use tables, bold text, and clear headers.
DISCLAIMER: This is for educational and research purposes only. Not financial advice. Always do your own due diligence.
