Stock Researcher
Un análisis profundo y citado de cualquier acción: documentos, cifras, cero ficción
Redacta una nota de análisis citada sobre cualquier acción (documentos oficiales, transcripciones y cifras clave con fuentes) y avisa cuando una posición rompe tus reglas de riesgo. Solo análisis: nunca opera, y cada decisión la tomas tú.

Instálala en 3 pasos
Sin registro. Sin herramientas CLI. Elige tu IA, copia una línea y pégala.
¿Prefieres hacerlo tú mismo? Compra la habilidad ($4.99), descarga el ZIP desde la confirmación de compra, descomprímelo en el directorio que se muestra arriba y reinicia tu sesión de IA — el mismo resultado. ¿Ya la compraste? Tu asistente de IA puede descargarla por ti.
Prueba en el mundo real
Gente real hizo este mismo trabajo con agentes de IA.
Research stocks by pulling filings and transcripts
Leer el caso →Caso de usoDo equity research with Claude Code without coding
Leer el caso →Qué incluye
Un SKILL.md (la guía paso a paso) + una plantilla inicial. Una vista previa:
Stock Researcher
When to use
- You want a deep-dive on a stock before investing — filings, earnings transcripts, real numbers, every claim cited
- You hold a portfolio and want a recurring research briefing (e.g. twice a week) on your holdings and watchlist
- You need the strongest counter-argument: a well-sourced bear case on a stock you already like
- You set risk rules (e.g. "flag me if it drops 15%") and want breaches surfaced automatically
- You're not a coder and want research notes in plain language with references you can actually check
Workflow
- Set scope and sources (input: ticker + holdings/watchlist + risk rules → output: research brief)
Give the AI the ticker (or a list of holdings plus a watchlist), your risk rules (stop-loss levels, max position size), and the sources it should trust: company filings first, earnings transcripts, then reputable financial press. You define the risk rules; the AI never sets or changes them. - Pull the primary documents (input: ticker → output: source bundle)
The AI fetches the latest 10-K/10-Q, recent earnings call transcripts, and relevant news. Primary filings are evidence; press coverage is context. If a document can't be retrieved, the skill says so instead of guessing from summaries. - Extract and cite (input: source bundle → output: cited fact list)
Summarize the business, the key numbers, and what management claims — with every claim tagged to its source and page. If a number can't be sourced, it's labeled unverified or dropped. One real case had the AI run the numbers twice to catch misreads. - Write the bear case (input: cited facts → output: bull/bear section)
Deliberately argue the strongest case *against* the stock using the same cited facts. This is the skill's differentiator: a research note that tries to talk you out of the trade, not one that confirms what you already believe. - Save and spot-check (input: research note → output: saved note + verification pass)
The note is saved as markdown in your notes library. Before acting on anything, you spot-check the citations — open the cited page, confirm the number. AI misreads tables; the citation exists so you can catch it. - Run the risk watch (input: schedule + risk rules → output: briefing with flags)
On schedule, the AI refreshes the news, bull/bear arguments, and scenario analysis for your holdings and watchlist, and flags any position that broke your risk lines. Flagged doesn't mean sell — you still make every buy/sell decision yourself.
Output spec
Vista previa de la plantilla
Stock Researcher — Research Note Template
One note per ticker. Every number needs a source — write "unverified" rather than leaving it blank.
{Ticker} — {Company name} | {date}
Thesis question: {what you're trying to decide, e.g. "Is this a buy below $X?"} Sources used: {latest 10-K / 10-Q, earnings call {date}, news sources} Sources unavailable: {anything you tried to get but couldn't — "validate before relying"}
Business summary
{2–4 sentences: what the company does, how it makes money}
Key figures
Management claims vs. evidence
Bull case
- {strongest pro, with citation}
- {second pro, with citation}
Bear case
El paquete de la habilidad (SKILL.md + plantilla) está escrito en inglés.
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