Stock Researcher
Une analyse approfondie et sourcée sur n'importe quelle action — documents officiels, chiffres, zéro fiction.
Rédige une note de recherche sourcée sur n'importe quelle action — documents officiels, transcriptions, chiffres clés avec leurs sources — et vous signale quand une position enfreint vos règles de risque. Recherche uniquement : il ne négocie jamais, et chaque décision vous appartient.

Installez-la en 3 étapes
Sans inscription. Sans outils en ligne de commande. Choisissez votre IA, copiez une ligne, collez-la.
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Preuves concrètes
Des personnes réelles ont accompli exactement ce travail avec des agents IA.
Research stocks by pulling filings and transcripts
Lire le cas →Cas d’usageDo equity research with Claude Code without coding
Lire le cas →Contenu du pack
Un fichier SKILL.md (le guide pratique) + un modèle de départ. Aperçu :
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
Aperçu du modèle
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
Le pack de compétence lui-même (SKILL.md + modèle) est rédigé en anglais.
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