researching-stocks

name	researching-stocks
description	Workflow for multi-step financial research requiring multiple data sources. Use for company comparisons, due diligence, comprehensive analysis, or complex financial questions.

Researching Stocks

Use this workflow for complex queries requiring multiple tools or analysis steps.

Workflow Checklist

Copy and track progress:

Research Progress:
- [ ] Step 1: Parse query (tickers, metrics, time period)
- [ ] Step 2: Plan tool calls (parallelize independent fetches)
- [ ] Step 3: Execute and gather data
- [ ] Step 4: Validate completeness
- [ ] Step 5: Synthesize answer with numbers and sources

Step 1: Parse Query

Extract:

• Tickers: Normalize names → symbols (Apple → AAPL)
• Metrics: What's being asked (margins, growth, valuation)
• Period: Time range or comparison period

Step 2: Plan Tool Calls

Simple query → Single tool, answer directly Data query → Identify tools, call in parallel Complex query → Break into dependent steps

Parallelize independent fetches:

# These can run together:
get_income_statements(ticker: "AAPL", ...)
get_income_statements(ticker: "MSFT", ...)

# This depends on results above:
Compare and analyze margins

Step 3: Execute

Call tools. Related skills:

• analyzing-financials - Statements, metrics, estimates
• reading-sec-filings - 10-K, 10-Q, 8-K content
• fetching-prices - Stock and crypto prices
• tracking-signals - Insider trades, news

Step 4: Validate

Before answering, check:

✅ Complete if:

• Can answer the core question
• Have data for all mentioned entities
• For comparisons: have all sides

❌ Incomplete only if:

• Missing data for a PRIMARY entity
• Comparison but only have one side
• Tool calls failed completely

Do NOT fetch more data for "nice-to-have" enrichment.

Step 5: Synthesize

Structure your response:

1. Key finding first - Answer in the first sentence
2. Specific numbers - Cite actual data
3. Brief analysis - What the numbers mean
4. Sources - List API URLs used

Examples

Input: "Compare profitability of AAPL, MSFT, and GOOGL"

Research Progress:
- [x] Step 1: Tickers: AAPL, MSFT, GOOGL. Metric: profitability (margins). Period: latest.
- [x] Step 2: Three parallel income statement fetches, then compare.
- [x] Step 3: Fetched all three.
- [x] Step 4: Have data for all three. Complete.
- [x] Step 5: Synthesizing...

Output: "Microsoft leads in operating margin (44%), followed by Apple (30%) and Google (27%).

Company	Revenue	Op. Income	Op. Margin
MSFT	$245B	$108B	44.1%
AAPL	$383B	$114B	29.8%
GOOGL	$350B	$94B	26.9%

Microsoft's margin advantage comes from high-margin cloud and software licensing.

Sources:

• MSFT: https://api.financialdatasets.ai/...
• AAPL: https://api.financialdatasets.ai/...
• GOOGL: https://api.financialdatasets.ai/..."

---

Input: "Quick overview of Amazon"

Research Progress:
- [x] Step 1: Ticker: AMZN. Metric: general overview. Period: current.
- [x] Step 2: Single call to get_all_financial_statements + metrics snapshot.
- [x] Step 3: Fetched.
- [x] Step 4: Have comprehensive data. Complete.
- [x] Step 5: Synthesizing...