| 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.
