name: stock-analyzer
description: "Comprehensive stock analysis and research tool for technical analysis, fundamental research, and trading signals. Use when user asks to analyze a stock or ticker, uploads a stock chart image, asks about stock news or catalysts, wants buy/sell signals or trading setups, asks should I buy/sell a stock, or wants to understand price action or chart patterns. Triggers on keywords like stock, ticker, AMZN, AAPL, chart, buy, sell, trade, technical analysis, price target, earnings."
Stock Analyzer
Analyze stocks using technical analysis, fundamental research, and generate actionable trading signals. Outputs a downloadable PDF or Markdown report.
Workflow
Step 1: Identify the Stock
Extract ticker symbol from:
- User message (e.g., "analyze AMZN")
- Uploaded chart image (look for ticker in header/title)
- Context clues (e.g., "Amazon stock" → AMZN)
Step 2: Chart Analysis (if image provided)
Analyze the chart for:
Price Action
- Current price, daily change ($ and %)
- Intraday high/low range
- Key price levels (support/resistance)
Trend Analysis
- Moving averages (MA5, MA10, MA20, MA50, MA200)
- Price position relative to MAs
- Trend direction (bullish/bearish/neutral)
Patterns
- Consolidation, breakout, breakdown
- Double top/bottom, head & shoulders
- Flags, pennants, wedges
Volume
- Volume relative to average
- Volume confirmation of price moves
- Distribution vs accumulation
Step 3: Research Recent News
Use web_search to find:
- News from today/this week affecting the stock
- Earnings dates and expectations
- Analyst upgrades/downgrades
- Sector/industry news
- Macroeconomic factors
Search queries to use:
{TICKER} stock news today
{TICKER} stock news {CURRENT_MONTH} {CURRENT_YEAR}
{TICKER} earnings date
{TICKER} analyst rating upgrade downgrade
Step 4: Generate Trading Signals
Evaluate and present signals using the framework in references/signals.md.
Step 5: Generate Report
Create an interactive HTML report using the template in references/report-template.html.
Report generation steps:
- Copy the HTML template structure
- Replace all
{PLACEHOLDER} values with actual analysis data
- Calculate signal scores and overall bias
- Generate position sizing calculator with user's risk budget (or default examples)
- Save as HTML file:
{TICKER}_analysis_{DATE}.html
- Present the file to the user
File naming convention:
AMZN_analysis_2026-01-28.htmlTSLA_analysis_2026-01-28.html
Key features of HTML report:
- Tabbed navigation (Summary, Technical, Signals, News, Trade Setup, Calculator)
- Color-coded signal indicators (green=bullish, red=bearish, yellow=neutral)
- Interactive position sizing calculator
- Highlighted key levels and suggestions
- Mobile-responsive design
Step 6: Position Sizing (if requested)
Help calculate position size:
Risk per share = Entry - Stop Loss
Shares = Risk Budget ÷ Risk per share
Position Value = Shares × Entry Price
Include in report if user specifies risk budget.
Important Guidelines
What NOT to Do
- Never give definitive "buy" or "sell" advice
- Never claim to predict the future
- Never ignore risk management
- Never forget the disclaimer
Always Include
- Risk disclaimer for trading decisions
- Note that past performance ≠ future results
- Remind user to do their own due diligence
- Offer to explain any concepts
Reference Files
- signals.md: Detailed signal definitions and scoring framework
- patterns.md: Chart pattern recognition guide
- indicators.md: Technical indicator interpretations
- report-template.html: Interactive HTML report template with tabs and calculator