investing: Skill for Claude Code

Generate a professional research note (.docx) for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This is an orchestrator skill that gathers comprehensive data, then renders a Word document. Work through each phase sequentially, building up a context object that gets written to JSON and rendered.

Phase A — Company Setup

Look up the company by ticker using discover_companies. Capture:

• company_id
• latest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)
• latest_fiscal_quarter
• Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Get current stock price, market cap, shares outstanding, beta, and trading multiples for {TICKER} (see ../data-access.md Section 2 for how to source market data).

Initialize context: context = {company_name, ticker, date, price, market_cap, firm_name, ...}

Phase B — Core Financials + Cost Structure

Calculate 8 quarters backward from latest_calendar_quarter. Pull Income Statement metrics:

• Revenue, Gross Profit, Operating Income, Net Income, Diluted EPS
• EBITDA (compute as Op Income + D&A if not direct, label "(calc.)")
• Operating Expenses (SG&A, R&D where available)

Pull Cash Flow & Balance Sheet:

• Operating Cash Flow, CapEx, Free Cash Flow (OCF - CapEx, label "(calc.)")
• Cash, Total Debt, Net Debt
• D&A

For every value returned by get_company_fundamentals, record its fundamental_id (the id field). Store each data point as {value, fundamental_id} so citations can be rendered in the final document.

Compute margins and YoY growth rates for each quarter. Build context.financials with tables. Every Daloopa-sourced number must include its citation link: [$X.XX million](https://daloopa.com/src/{fundamental_id}).

Cost Structure & Margin Analysis (NEW)

After the core financial pull, add: