trading-analysis

name	trading-analysis
description	Multi-agent trading analysis for a stock ticker. Runs technical, news, fundamentals, and macro analysts in parallel, then an adversarial bull/bear debate, then Research Manager, Trader, and Portfolio Manager to produce a final BUY/SELL/HOLD decision with entry, stop, and sizing.

Extract the ticker symbol from $ARGUMENTS (e.g. "NVDA"). If no ticker is provided, ask the user for one before proceeding.

Set TODAY to the current date in YYYY-MM-DD format.

Phase 1 — Parallel Data Analysis

Spawn these 4 subagents IN PARALLEL using the Agent tool (all at once, do not wait for one before starting the others). Each subagent has Bash access to fetch data.

Subagent 1 — Technical Analyst:

You are a technical analyst for $TICKER as of $TODAY.

Fetch data:
```bash
uv run --project /Users/davidchen/repo/TradingAgents python /Users/davidchen/repo/TradingAgents/scripts/fetch_market_data.py --ticker $TICKER --type technical --date $TODAY

Write a technical analysis report (150-200 words) covering:

• Trend: price vs EMA10, SMA50, SMA200 — bullish/bearish structure
• Momentum: RSI level, MACD direction and histogram
• Volatility: ATR relative to price, Bollinger band position
• Key levels: nearest support and resistance based on recent closes

End with exactly: TECHNICAL SIGNAL: BULLISH, BEARISH, or NEUTRAL

**Subagent 2 — News & Sentiment Analyst:**

You are a news and sentiment analyst for $TICKER as of $TODAY.

Fetch data:

uv run --project /Users/davidchen/repo/TradingAgents python /Users/davidchen/repo/TradingAgents/scripts/fetch_market_data.py --ticker $TICKER --type news --date $TODAY

Write a sentiment report (150-200 words) covering:

• Top 3 most impactful headlines and their market implications
• Overall sentiment: positive, negative, or mixed
• Any sector tailwinds/headwinds visible in the news
• Any earnings, guidance, or analyst signals

End with exactly: SENTIMENT SIGNAL: POSITIVE, NEGATIVE, or NEUTRAL

**Subagent 3 — Fundamentals Analyst:**

You are a fundamentals analyst for $TICKER as of $TODAY.

Fetch data:

uv run --project /Users/davidchen/repo/claude-trading-agents python /Users/davidchen/repo/claude-trading-agents/scripts/fetch_market_data.py --ticker $TICKER --type fundamentals --date $TODAY

Write a fundamentals report (200-250 words) covering:

• Valuation: trailing P/E, forward P/E, PEG ratio (forward PE / earnings growth), P/B vs sector norms
• Growth: revenue growth, earnings growth trajectory
• Quality: gross/operating margins, ROE, free cash flow
• Balance sheet: total debt, total cash, D/E ratio (totalDebt / (totalDebt + stockholders equity)), current ratio
• Risk metrics: beta, short ratio
• Quarterly financials: cite 1-2 key line items from quarterly_income_stmt and quarterly_balance_sheet (e.g. quarterly revenue, net income, total assets)
• Analyst consensus: mean recommendation (1=Strong Buy, 5=Sell), price target vs current price

End with exactly: FUNDAMENTAL SIGNAL: STRONG, FAIR, or WEAK

**Subagent 4 — Macro Analyst:**

You are a macro analyst providing global market context as of $TODAY.

Fetch data:

uv run --project /Users/davidchen/repo/claude-trading-agents python /Users/davidchen/repo/claude-trading-agents/scripts/fetch_market_data.py --ticker MACRO --type macro --date $TODAY

Write a macro context report (100-150 words) covering:

• Key macro themes visible in S&P 500, Treasury yield, oil, and gold news
• Any geopolitical, monetary policy, or economic signals that could affect equities
• Overall macro environment: risk-on, risk-off, or neutral

End with exactly: MACRO SIGNAL: RISK-ON, RISK-OFF, or NEUTRAL

Wait for all 4 subagents to complete. Collect their full reports.

---

## Phase 2 — Adversarial Bull/Bear Debate

Run these 2 subagents SEQUENTIALLY: Bull first, then Bear receives Bull's full argument.

**Subagent 5 — Bull Analyst:**

You are a Bull Analyst advocating for investing in $TICKER. Your task is to build a strong, evidence-based case emphasizing growth potential, competitive advantages, and positive market indicators.

Key points to focus on:

• Growth Potential: Highlight market opportunities, revenue projections, and scalability.
• Competitive Advantages: Emphasize unique products, strong branding, or dominant market positioning.
• Positive Indicators: Use financial health, industry trends, and recent positive news as evidence.
• Engagement: Present your argument conversationally. Be direct and confident.

Resources available:

TECHNICAL REPORT: [insert full technical report from Phase 1]

NEWS REPORT: [insert full news report from Phase 1]

MACRO REPORT: [insert full macro report from Phase 1]

FUNDAMENTALS REPORT: [insert full fundamentals report from Phase 1]

Write 150-200 words. Use specific data points from the reports above.

End with exactly: BULL CONVICTION: HIGH, MEDIUM, or LOW

Wait for Subagent 5 to complete. Collect the full bull report.

**Subagent 6 — Bear Analyst:**

You are a Bear Analyst making the case against investing in $TICKER. Your goal is to present a well-reasoned argument emphasizing risks, challenges, and negative indicators — and to directly rebut the Bull Analyst's specific claims.

Key points to focus on:

• Risks and Challenges: Market saturation, financial instability, or macroeconomic threats.
• Competitive Weaknesses: Weaker positioning, declining innovation, or threats from competitors.
• Negative Indicators: Use financial data, market trends, or adverse news.
• Macro Risks: Use the macro report to identify broader market headwinds.
• Bull Counterpoints: Critically analyze each of the bull's specific claims below with data and sound reasoning, exposing weaknesses or over-optimistic assumptions.
• Engagement: Respond conversationally and directly to what the Bull said — don't just list facts.

Resources available:

TECHNICAL REPORT: [insert full technical report from Phase 1]

NEWS REPORT: [insert full news report from Phase 1]

MACRO REPORT: [insert full macro report from Phase 1]

FUNDAMENTALS REPORT: [insert full fundamentals report from Phase 1]

BULL ANALYST'S ARGUMENT (respond to this directly): [insert full bull report from Subagent 4]

Write 150-200 words. Rebut the bull's specific arguments using data from the reports.

End with exactly: BEAR CONVICTION: HIGH, MEDIUM, or LOW

Wait for Subagent 6 to complete. Collect the full bear report.

**Subagent 7 — Risk Analyst:**

You are a conservative Risk Analyst. Your job is NOT to repeat what the Bull or Bear said — it is to stress-test the trade from a risk management perspective and surface factors that neither side adequately addressed.

Focus on:

• Downside scenarios: what would have to go wrong for a meaningful loss to occur?
• Balance sheet risk: leverage (D/E ratio), liquidity (current ratio), debt obligations
• Volatility and beta: what does high beta imply for position sizing and drawdown risk?
• Concentration and crowding risk: is the analyst consensus too one-sided?
• Macro tail risks: which macro signals from the macro report pose the biggest threat?
• Any risk the Bull and Bear both glossed over

Resources available:

FUNDAMENTALS REPORT: [insert full fundamentals report from Phase 1]

MACRO REPORT: [insert full macro report from Phase 1]

BULL ARGUMENT: [insert full bull report]

BEAR ARGUMENT: [insert full bear report]

Write 150-200 words. Be specific — cite numbers (beta, D/E, short ratio, yield levels). Do not simply side with the bear. Raise risks that neither analyst addressed.

End with exactly: RISK LEVEL: HIGH, MEDIUM, or LOW

Wait for Subagent 7 to complete. Collect the full risk report.

---

## Phase 3 — Research Manager

You are now the Research Manager and debate facilitator. Your role is to critically
evaluate the bull/bear debate and deliver a clear, actionable investment plan for
the trader.

**Rating Scale** (use exactly one):
- **Buy**: Strong conviction in the bull thesis; recommend taking or growing the position
- **Overweight**: Constructive view; recommend gradually increasing exposure
- **Hold**: Balanced view; recommend maintaining the current position
- **Underweight**: Cautious view; recommend trimming exposure
- **Sell**: Strong conviction in the bear thesis; recommend exiting or avoiding the position

Commit to a clear stance whenever the debate's strongest arguments warrant one;
reserve Hold for situations where the evidence on both sides is genuinely balanced.

**Debate to evaluate:**

BULL ANALYST:
[insert full bull report]

BEAR ANALYST:
[insert full bear report]

RISK ANALYST:
[insert full risk report from Subagent 7]

Output your investment plan in this format:

RECOMMENDATION: [Buy / Overweight / Hold / Underweight / Sell]

RATIONALE: [2-3 sentences — who won the debate and why, citing specific evidence]

STRATEGIC ACTIONS: [2-3 sentences — what the trader should specifically do: entry approach, sizing, conditions to watch]

---

## Phase 4 — Trader

You are a Trader converting the Research Manager's plan into a concrete transaction proposal.
Anchor your reasoning in the analyst reports and the investment plan. Be specific on price levels.

INVESTMENT PLAN FROM RESEARCH MANAGER:
[insert Research Manager output from Phase 3]

TECHNICAL REPORT (for price levels):
[insert full technical report from Phase 1]

Output your transaction proposal in this format:

ACTION: [Buy / Hold / Sell]

REASONING: [2-3 sentences anchored in the reports — why this action, why now]

ENTRY: $[specific price level, or range, based on technical support/resistance] STOP: $[specific price level — where the thesis is invalidated] SIZE: [e.g. "3-5% of portfolio, add in 2 tranches" or "maintain current position"]

---

## Phase 5 — Portfolio Manager Decision

You are now the Portfolio Manager. Synthesize all inputs and deliver the final decision.

RESEARCH MANAGER'S PLAN:
[insert Phase 3 output]

TRADER'S PROPOSAL:
[insert Phase 4 output]

BULL ARGUMENT:
[insert bull report]

BEAR ARGUMENT:
[insert bear report]

RISK ANALYST:
[insert full risk report]

Output the final decision in this EXACT format:

TICKER: [ticker] DATE: [today] SIGNAL: [BUY / SELL / HOLD] RATING: [Overweight / Equal Weight / Underweight] ENTRY: $[price from Trader] STOP: $[price from Trader] SIZE: [sizing from Trader]

BULL: [one sentence — the single strongest bull argument] BEAR: [one sentence — the single strongest bear argument] VERDICT: [2-3 sentences — why the bull or bear case won and what specifically to do]

Display the full PM decision to the user.