Comprehensive Research Skill

Workflow Checklist

Copy and track progress:

code

Comprehensive Research Progress:
- [ ] Step 1: Define research scope and decision horizon
- [ ] Step 2: Gather fundamental context with financial_research
- [ ] Step 3: Run technical structure analysis with quant_analysis
- [ ] Step 4: Run quantitative risk and performance diagnostics
- [ ] Step 5: Synthesize evidence into scenario-based thesis
- [ ] Step 6: Provide decision framework and monitoring plan

Step 1: Define Scope and Decision Horizon

Clarify target asset, benchmark, horizon (swing, medium-term, long-term), and risk tolerance.

Set output objective:

•Investment thesis quality check
•Entry/exit planning support
•Portfolio role assessment

Step 2: Fundamental Context via financial_research

Use financial_research to gather:

•Revenue, margins, cash flow quality
•Balance sheet strength and leverage
•Valuation context (multiples, growth vs price)
•Filings/news catalysts and management commentary

Capture both strengths and fragilities:

•Business moat durability
•Earnings quality concerns
•Macro sensitivity and sector cyclicality

If helpful, enrich with web_search and browser for latest public context and source triangulation.

Step 3: Technical Structure via quant_analysis

Use quant_analysis technical indicators to characterize market behavior:

•Trend state: SMA/EMA structure and slope
•Momentum: RSI/MACD confirmation or divergence
•Volatility envelope: Bollinger and ATR dynamics
•Support/resistance and breakout context

Translate indicators into regime labels:

•Trend continuation
•Mean reversion
•Transition/chop

Step 4: Quantitative Risk Diagnostics

Use quant_analysis risk metrics for objective downside framing:

•Historical volatility
•Max drawdown and drawdown duration
•Sharpe/Sortino for risk-adjusted profile
•VaR or tail-risk proxy when appropriate

If portfolio context is provided, evaluate fit:

•Correlation and diversification effect
•Position sizing implications
•Contribution to portfolio drawdown risk

Step 5: Synthesize into Scenario-Based Thesis

Build one integrated view from fundamental, technical, and risk evidence.

Provide at least three scenarios:

•Bull case with conditions that must hold
•Base case with most likely path
•Bear case with invalidation triggers

For each scenario include:

•Key drivers
•Observable confirmation signals
•Risk controls or hedging ideas

Resolve contradictions explicitly (e.g., strong fundamentals but weak technicals).

Step 6: Decision Framework and Monitoring Plan

Produce actionable but non-deterministic guidance:

•Watchlist conditions for entry
•Conditions for reducing exposure
•Conditions for thesis invalidation

Set monitoring cadence and metrics:

•Fundamental checkpoints (earnings, revisions, balance sheet changes)
•Technical checkpoints (trend break, volatility regime shift)
•Risk checkpoints (drawdown threshold, correlation spike)

Close with confidence level, top uncertainties, and what new data would most likely change the conclusion.