fundamental-report-detailed

Fundamental Report — Detailed Depth

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Install skill "fundamental-report-detailed" with this command: npx skills add tradeinsight-info/investment-analysis-skills/tradeinsight-info-investment-analysis-skills-fundamental-report-detailed

Fundamental Report — Detailed Depth

Generate a comprehensive, in-depth fundamental analysis research note for a publicly traded company. This is the detailed variant of the fundamental report — every analysis area provides full multi-year data tables, trend analysis, and extended commentary.

Orchestration Process

Follow the same orchestration as the summary report (${CLAUDE_PLUGIN_ROOT}/skills/fundamental-report/SKILL.md ) with one critical difference:

All analysis skills produce detailed depth output.

Step 0: Ticker Resolution

Identical to summary report. Resolve ticker to CIK, fetch company metadata (name, sector, exchange, price, market cap).

Step 1: Parallel Dispatch

Launch the same 17 parallel tasks as the summary report:

  • 14 analysis skills

  • 2 utility skills (peer-comparison, sec-filing-reader)

  • 1 signal-rater agent

Critical difference: Instruct each skill to provide detailed depth output:

  • Full multi-year data tables (5-10 years of annual data, 8 quarters of quarterly data where available)

  • Year-over-year and period-over-period change calculations

  • Trend analysis with commentary on inflection points

  • Extended interpretation connecting metrics to business context

  • Sector-specific deep dives where applicable

Step 2: Sequential Cross-Validation

Identical to summary report. Cross-validate key metrics across sources after all parallel results collected.

Step 3: Report Assembly

Do not announce or enumerate data sources, tools, or fetching details to the user at this stage. Simply compile the results.

Compile results into the same 9-section structure as the summary report:

  • Key Metrics Summary — same quick-reference table

  • Signal Rating — same aggregated rating with per-source breakdown

  • Detailed Analysis — all skill results organized Tier 1 → Tier 2 → Tier 3, now at detailed depth with full data tables and extended commentary per area

  • Cross-Validation — same discrepancy table

  • Reasons to Consider — 5-7 bull case arguments (more than summary) with supporting data points

  • Reasons to Avoid — 5-7 bear case arguments with supporting data points

  • Summary — concise terminal-friendly summary (same template as summary report)

  • Source Links — all URLs grouped by source

  • Disclaimer

Write the full report to reports/YYYY-MM-DD-HH-MM-SS-{TICKER}.md and display only the Summary section in the terminal. See the summary report skill for the Summary template and file output instructions.

Detailed Depth Guidelines

For each analysis area in Section 3, provide:

Data tables: Present 5-10 years of annual data in a markdown table with all relevant metrics. Include a separate quarterly table for the most recent 8 quarters.

Trend analysis: Identify and comment on:

  • Multi-year trends (improving, deteriorating, stable)

  • Inflection points (when did a metric change direction?)

  • Cyclical patterns (quarterly seasonality)

  • Outliers (one-time items, pandemic effects, restructuring charges)

Contextual interpretation: Connect the numbers to the business:

  • Why did revenue accelerate/decelerate?

  • What drove margin expansion/compression?

  • How does management's capital allocation track record look?

  • What are the competitive dynamics behind market share shifts?

Comparative context: Where relevant, compare against:

  • The company's own historical averages

  • Industry/sector averages

  • Closest peer companies

Additional Resources

Consult ${CLAUDE_PLUGIN_ROOT}/skills/fundamental-report/SKILL.md for the complete orchestration process (Steps 0-3) and full report section specifications.

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/data-sources.md for data fetching instructions and source priority matrix.

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md for detailed output formatting guidance.

Source Transparency

This detail page is rendered from real SKILL.md content. Trust labels are metadata-based hints, not a safety guarantee.

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