Fundamental Stock Analysis

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name: fundamental-stock-analysis description: Fundamental equity analysis and peer ranking using a structured scoring playbook (quality, balance-sheet safety, cash flow, valuation, sector adjustments, confidence modifiers). Use when a user asks to analyze one or more stock tickers, compare peers, choose a best pick, or produce a fundamentals-based verdict.

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fundamental-stock-analysis

1. Read references/playbook.md before starting analysis. 2. Follow the playbook steps exactly (input parse -> data collection -> quick screen -> scoring -> rating -> output). 3. For multi-ticker requests, analyze each ticker first, then rank peers and select best pick with invalidation triggers. 4. Always include confidence level and call out stale/conflicting data explicitly. 5. Do not append any machine-readable JSON block in user-facing output. 6. Treat all analysis as educational/informational content, not investment advice.

Security scope (clarification)

Use web retrieval only for ticker-relevant financial statements, filings, market/fundamental datasets, and relevant financial news.

Do not request, handle, or expose credentials/secrets.

Do not perform command execution, local file discovery unrelated to analysis, or arbitrary URL exploration outside ticker-relevant finance/news scope.

Non-goals

Data exfiltration or collection of private/non-public information.

Browser/automation tasks outside equity fundamental analysis and citation gathering.

Output discipline

Keep conclusions decisive and risk-aware.

Separate business quality, balance-sheet safety, and valuation.

Never fabricate missing metrics; mark NA.