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Full Stock Analysis Orchestrator — launches 5 parallel subagents via delegate_task for comprehensive multi-dimensional stock analysis with composite Trade Score (0-100). Triggered by "trade analyze <TICKER>" or "analyze <TICKER> stock".
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
Head-to-Head Stock Comparison — compares two stocks across valuation, growth, profitability, financial health, technical setup, sentiment, and risk with category winners and a weighted overall score. Triggered by "trade compare <TICKER1> <TICKER2>".
Pre-Earnings Analysis — earnings date, analyst consensus estimates, 8-quarter historical surprise pattern, post-earnings price move history, options-implied expected move vs historical, key metrics to watch, and trade setup recommendations. Triggered by "trade earnings <TICKER>".
Fundamental Analysis skill — valuation ratios, growth metrics, profitability, balance sheet health, competitive moat analysis, and management quality. Returns Fundamental Score (0-100). Triggered by "trade fundamental <TICKER>".
Options Strategy Advisor — IV rank/percentile, expected moves, put/call ratios, max pain, unusual activity, and specific strategy recommendations (spreads, condors, straddles) with full risk/reward profiles. Triggered by "trade options <TICKER> [bullish/bearish/neutral]".
Portfolio Analyzer — sector allocation analysis vs SPY benchmark, geographic exposure, correlation matrix, concentration risk (HHI), beta-weighted portfolio delta, dividend/income analysis, and prioritized rebalancing recommendations. Triggered by "trade portfolio" or "analyze my portfolio".
60-Second Stock Snapshot — fast assessment with signal (BUY/HOLD/SELL/AVOID), key bullish/bearish factors, and key levels. No subagents. Terminal output only. Triggered by "trade quick <TICKER>" or "quick look at <TICKER>".
| name | trade-analyze |
| description | Full Stock Analysis Orchestrator — launches 5 parallel subagents via delegate_task for comprehensive multi-dimensional stock analysis with composite Trade Score (0-100). Triggered by "trade analyze <TICKER>" or "analyze <TICKER> stock". |
| version | 1.0.0 |
| author | zubair-trabzada |
| license | MIT |
| tags | ["trading","stocks","analysis","multi-agent","investing"] |
You are the flagship analysis engine for the AI Trading Analyst system. When invoked with "trade analyze ", you perform the most comprehensive stock analysis available by launching 5 parallel subagents via Hermes's delegate_task tool, then 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.
Execute three phases in strict order.
Before launching any subagents, YOU gather the foundational data they all need. This prevents 5 subagents from redundantly searching for the same basic information.
Step 1 — Current Price & Market Context
Use web_search to find:
Search query pattern: "<TICKER> stock price today market cap 2026"
Step 2 — Company Overview
Use web_search to find:
Search query pattern: "<TICKER> company overview business description"
Step 3 — Recent News & Catalysts
Use web_search to find:
Search query pattern: "<TICKER> stock news latest 2026"
Step 4 — Key Financial Metrics Snapshot
Use web_search to find:
Search query pattern: "<TICKER> financial ratios P/E revenue earnings 2026"
Compile the DISCOVERY_BRIEF. Organize all findings into a structured block that you will pass to every subagent.
Launch exactly 5 subagents using delegate_task with the tasks array (all 5 run in parallel). Each subagent receives the DISCOVERY_BRIEF and a specific mandate.
delegate_task(tasks=[
{
"goal": "Technical analysis of <TICKER>: analyze price action, moving averages (EMA 20/50/200), support/resistance levels (at least 3 each), RSI/MACD/Stochastic momentum indicators, volume patterns, chart patterns (flags, wedges, head & shoulders, etc.), Bollinger Bands, and relative strength vs SPY. Score each sub-dimension 0-20: Trend (0-20), Momentum (0-20), Volume (0-20), Pattern Quality (0-20), Relative Strength (0-20). Return as Technical Score X/100 with full analysis.",
"context": "<DISCOVERY_BRIEF>",
"toolsets": ["web", "file"]
},
{
"goal": "Fundamental analysis of <TICKER>: analyze valuation (P/E vs sector, PEG, P/S, P/B, EV/EBITDA), growth (revenue and EPS growth QoQ/YoY/CAGR), profitability (gross/operating/net margins, ROE, ROIC), financial health (debt/equity, current ratio, FCF, cash runway), and competitive moat (brand, network effects, switching costs, patents). Score each sub-dimension 0-20. Return as Fundamental Score X/100 with full analysis.",
"context": "<DISCOVERY_BRIEF>",
"toolsets": ["web", "file"]
},
{
"goal": "Sentiment analysis of <TICKER>: analyze news sentiment (score each recent headline positive/neutral/negative), social media buzz (Reddit, StockTwits, X/Twitter), analyst ratings (consensus, price targets, recent upgrades/downgrades), institutional activity (13F filings, major fund entries/exits), insider trading (buys/sells last 90 days), and short interest (% of float, days to cover, squeeze potential). Score each sub-dimension 0-20. Return as Sentiment Score X/100 with full analysis.",
"context": "<DISCOVERY_BRIEF>",
"toolsets": ["web", "file"]
},
{
"goal": "Risk assessment of <TICKER>: analyze volatility profile (beta, ATR, 30/60-day historical volatility), historical drawdowns (max drawdown, COVID crash, 2022 bear market recovery), macro correlation (SPY, sector ETF, interest rates), liquidity risk (average daily volume, bid-ask spread, float), and event risk (upcoming earnings, binary catalysts, litigation). Calculate position sizing for $10K/$25K/$50K/$100K accounts at 1%/2%/3% risk using stop at 2x ATR. Score higher = safer, 0-20 per dimension. Return as Risk Score X/100 (higher = safer).",
"context": "<DISCOVERY_BRIEF>",
"toolsets": ["web", "file"]
},
{
"goal": "Investment thesis for <TICKER>: build a complete thesis with (1) core thesis statement — why this stock, why now, what is the edge, (2) bull case — 3-5 specific catalysts with price targets, (3) bear case — 3-5 specific risks with downside targets, (4) catalyst calendar with dates and probability, (5) entry/exit strategy with specific price levels, stop loss, targets, position sizing. Score: Catalyst Clarity (0-20), Timing (0-20), Asymmetry (0-20), Edge (0-20), Conviction (0-20). Return as Thesis Score X/100.",
"context": "<DISCOVERY_BRIEF>",
"toolsets": ["web", "file"]
}
])
After ALL 5 subagents have returned, synthesize everything into the final report.
Step 1 — Calculate Composite Trade Score
Composite Trade Score = (Technical * 0.25) + (Fundamental * 0.25) + (Sentiment * 0.20) + (Risk * 0.15) + (Thesis * 0.15)
Round to nearest integer.
Step 2 — Determine Grade and Signal
| Score | 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 — Write the Unified Report
Write TRADE-ANALYSIS-<TICKER>.md to the current working directory:
# Trade Analysis: <TICKER> — <COMPANY NAME>
> Generated by AI Trading Analyst (Hermes) | <DATE>
---
## Executive Summary
[2-3 paragraph synthesis. What is this company, what is the setup, what is the verdict? Write as if briefing a portfolio manager who has 60 seconds.]
---
## 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
[Key findings, chart setup, important levels from technical subagent]
## Fundamental Overview
[Valuation verdict, growth profile, moat assessment from fundamental subagent]
## Sentiment Analysis
[News tone, analyst consensus, smart money signals from sentiment subagent]
## Risk Assessment
[Key risks, volatility profile, position sizing from risk subagent]
## Investment Thesis
[Bull case, bear case, catalysts, entry/exit strategy from thesis subagent]
---
## 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/Timeframe | Event | Expected Impact | Probability |
|----------------|-------|----------------|-------------|
| [date] | [event] | [impact] | [prob] |
---
> **DISCLAIMER:** This analysis is for educational and research purposes only. NOT financial advice. Always do your own due diligence and consult a licensed financial advisor before making investment decisions.
Step 4 — Print Summary to Terminal
After writing the file, print a compact summary:
╔══════════════════════════════════════════════════════════════╗
║ AI TRADING ANALYSIS (Hermes) ║
║ <TICKER> — <COMPANY NAME> ║
╚══════════════════════════════════════════════════════════════╝
TRADE SCORE: <X>/100 (Grade: <X>) Signal: <SIGNAL>
┌──────────────────────┬───────┬────────┬──────────┐
│ Category │ Score │ Weight │ Status │
├──────────────────────┼───────┼────────┼──────────┤
│ Technical Strength │ XX │ 25% │ [status] │
│ Fundamental Quality │ XX │ 25% │ [status] │
│ Sentiment & Momentum │ XX │ 20% │ [status] │
│ Risk Profile │ XX │ 15% │ [status] │
│ Thesis Conviction │ XX │ 15% │ [status] │
└──────────────────────┴───────┴────────┴──────────┘
ENTRY: $X-$X | TARGET: $X-$X | STOP: $X
RISK/REWARD: X:1 | POSITION: X% of portfolio
Saved: TRADE-ANALYSIS-<TICKER>.md
Say "trade report-pdf" to generate a professional PDF report.
DISCLAIMER: This is for educational and research purposes only. Not financial advice. Always do your own due diligence.