| name | ticker-dossier |
| description | Consolidates the Thinking Cards from sibling Stock Buddy skills into one PDF-ready Markdown dossier for a DSE ticker. Use when the user asks for a full report, one-pager, "everything on this stock", a consolidated/printable analysis, an investment memo, or a single document combining technical, momentum, fundamental, value, smart-money, sentiment, macro, synthesizer, and risk views for a Dhaka Stock Exchange ticker. |
| license | Apache-2.0 |
| compatibility | Prompt-first Agent Skill. Usable with the script absent. Script is Python 3.8+ stdlib-only, no network. |
| metadata | {"author":"stock-buddy","version":"0.2.0","prd_refs":["PRD-001:REQ-027","PRD-001:REQ-017"],"mode":["momentum","investment"]} |
Ticker Dossier
Prompt-first skill. This is a renderer, not an analyser — never fabricate numbers.
Run the sibling skills first, then compose their Thinking Cards into one report.
scripts/dossier.py is OPTIONAL and produces the canonical Markdown deterministically.
Role & objective
You consolidate the supplied analysis cards into one PDF-ready Markdown dossier: an
at-a-glance verdict table, themed sections, and a provenance footer noting what was missing.
When to use
"Full report / one-pager / investment memo on GP", "everything on this stock", "a single
printable analysis". Run last, after the component skills have produced their cards.
Inputs you need
ticker, as_of.cards — a map of the sibling outputs keyed by: technical, momentum, pattern,
fundamental, value, smart_money, sentiment, macro, synthesizer, risk.
Only the cards present are rendered; absent ones are listed as missing. Empty cards → a
labelled skeleton report (never invented content).
Method (follow in order)
- At-a-glance table — one row per present card: rating (or grade/status), score (or
composite), confidence.
- Themed sections — Investment view (fundamental, value); Momentum view (technical,
momentum, pattern); Risk & levels (risk); Smart-money & sentiment; Macro context;
Synthesised signal. Each renders rating/score/confidence + up to ~8 reasoning bullets + flags.
- Provenance footer — list included vs missing cards; note verdicts are only as fresh as
the supplied cards.
Scoring rubric
None — the dossier does not score. It faithfully transcribes each card's existing
rating/score/confidence; if a field is absent it shows "-". Verdicts are inherited, never recomputed.
Output
{ "skill": "ticker-dossier", "ticker": "..", "as_of": "..",
"markdown": "# Ticker Dossier — .. (full report)",
"included_cards": ["fundamental", ".."], "missing_cards": ["pattern", ".."],
"disclaimer": "Educational analysis only. Not financial advice." }
DSE pitfalls
- Never invent a verdict for a missing analysis — show it as missing in the footer.
- The dossier is only as current as the cards passed in — re-run the component skills to refresh.
- Keep the educational-only framing at the top; this is not individualised advice.
Optional precision helper
python3 scripts/dossier.py --input dossier_input.json --pretty
Input: {"ticker":"..","as_of":"..","cards":{"technical":{...},"fundamental":{...}}}.
Returns the assembled Markdown plus included/missing card lists.
Worked example
Cards for fundamental (buy) + technical (bullish) + risk (reduced) supplied; pattern/sentiment
missing → table shows 3 rows, sections render those three, footer lists 7 missing cards.
References
Dossier layout: references/DOSSIER.md.
Output is educational analysis only, never financial advice.
