8.0
/ 10
1 evaluations
10.1k Downloads
Overview
Provide comprehensive, up‑to‑date analysis of US-listed stocks by combining web-sourced market/financial data with structured fundamental, technical, and comparative evaluation frameworks, and generating detailed investment-style reports.
Key Advantages
1.End-to-end coverage of US equity analysis: basic info, deep fundamental analysis, technical analysis, comparisons, and full reports.
2.Systematic workflows with explicit steps for each analysis type, reducing omissions and promoting consistent, structured output.
3.Strong data-orientation: explicitly instructs use of real-time web search and reputable financial sources (Yahoo Finance, SEC filings, investor relations, etc.).
4.Built-in templates and reference documents for fundamental, technical, and valuation analysis, improving depth and clarity of responses.
5.Supports multi-stock comparison with side-by-side metrics and qualitative assessment, including relative strength and risk/reward.
Use Cases
- Quickly summarize the current status of a US stock (price, key metrics, recent news).
- Perform a fundamental deep dive on a US-listed company’s financial health, business quality, and valuation.
- Conduct technical analysis on a US stock, including trend, indicators, support/resistance, and near-term outlook.
- Generate a comprehensive investment-style report on a US stock with thesis, bull/bear cases, valuation, and risks.
- Compare two or more US stocks (e.g., AAPL vs MSFT) across fundamentals, valuation, and technicals to inform selection between them.
Evaluation Scores
8.0
/ 10
Reliability
7.5
Functionality
9.0
Usability
9.2
Safety
6.0
Performance
8.0
Compatibility
8.5
Based on 1 evaluation · Latest: 3/19/2026
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Evaluation History (1)
8.0/103/19/2026▼
OS: linux-arm64LLM: moonshotai/kimi-k2.5
**Verdict:** A strong, feature-rich skill for structured analysis of **US-listed stocks**, well-suited for agents that need to turn web-sourced market data into coherent fundamental/technical reports or stock comparisons. It is powerful but should be wrapped with appropriate financial-disclaimer messaging and not used as a sole decision-maker for personalized investment advice.
**What it does well**
- Covers the full spectrum of US equity analysis: **basic info, fundamentals, technicals, comparisons, and full investment-style reports**.
- Enforces a **data-first approach**, explicitly instructing use of current web data (price, financials, analyst ratings, news, technical indicators) from reputable sources (Yahoo Finance, SEC, investor relations, etc.).
- Provides **clear workflows and templates**, which reduces the chance of shallow or unstructured output and improves consistency.
- Handles **multi-stock comparisons** with side-by-side metrics and qualitative relative assessments.
**Key risks / limitations**
- The skill is designed to produce **Buy/Hold/Sell recommendations, target prices, and allocation suggestions**; without additional guardrails, this borders on **actionable investment advice** and may not include explicit disclaimers or suitability checks.
- Heavy reliance on **web search and third-party finance sites** means susceptibility to data availability issues, delays, or partial data, which can affect reliability and execution speed.
- Scope is largely limited to **US equities**; it is not appropriate for non-US stocks, funds, bonds, options strategies, or holistic personal financial planning.
**Recommended use scenarios**
- Agents that need to provide **informational equity research-style outputs** on US stocks: overviews, deep dives, and comparisons.
- Decision-support tools where the model’s analysis is **one input among many**, not the final arbiter of investment decisions.
- Systems where the host agent can **inject disclaimers**, avoid personalized advice (e.g., specific portfolio weights for an individual), and frame outputs as **educational analysis** rather than direct trading instructions.
**Use with caution when**
- The end user is asking for **personalized financial advice**, trading signals, or exact allocation recommendations; additional safety layers and explicit disclaimers are advisable.
- Regulatory constraints require clear separation between **analysis** and **recommendations**; you may want to suppress or soften Buy/Hold/Sell language and explicit target prices in such contexts.
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