/full-report

description: Run InvestSkill analysis modules on a stock at configurable depth and compile a professional HTML report saved to the output/ directory

Full Report — Comprehensive Stock Analysis Orchestrator

Orchestrate InvestSkill analysis modules on one ticker at your chosen depth, synthesize findings into a unified investment thesis with composite scoring, and produce a standalone professional HTML report with interactive Chart.js visualizations.

Depth Flags

Select how many modules to run with `--depth`:

| Flag | Modules | Best For | |------|---------|----------| | `--depth quick` | 5 core modules | Rapid screen, time-constrained due diligence | | `--depth standard` | 10 modules | Balanced research before initiating a position | | `--depth comprehensive` | All 15 modules | Full pre-commitment due diligence (default) |

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Module Sets by Depth

Quick (5 modules)

| # | Module | Focus | |---|--------|-------| | 1 | `stock-eval` | Company overview, competitive position, relative valuation | | 2 | `technical-analysis` | MA, RSI, MACD, volume, support/resistance | | 3 | `stock-valuation` | DCF intrinsic value (bear/base/bull), P/E, EV/EBITDA, peer multiples | | 4 | `insider-trading` | SEC Form 4 patterns, net insider sentiment | | 5 | `earnings-call-analysis` | Management tone, guidance quality, key themes |

Standard (10 modules — Quick + 5 more)

| # | Module | Focus | |---|--------|-------| | 6 | `institutional-ownership` | 13F holdings, smart money flows | | 7 | `competitor-analysis` | Moat, market share, Porter's Five Forces | | 8 | `sector-analysis` | Sector rotation, relative strength | | 9 | `options-analysis` | IV, Put/Call ratio, max pain, strategies | | 10 | `short-interest` | Short ratio, squeeze risk, days-to-cover |

Comprehensive (15 modules — Standard + 5 more)

| # | Module | Focus | |---|--------|-------| | 11 | `bear-case` | Short-seller red-team, Thesis-Killers, downside target | | 12 | `catalyst-calendar` | Dated events in the next 90 days and their expected impact | | 13 | `economics-analysis` | Macro environment, rate sensitivity | | 14 | `financial-report-analyst` | 10-K/10-Q deep dive, risk factors | | 15 | `dividend-analysis` | Yield, payout ratio, sustainability |

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Research Process (5 Phases)

Modules are grouped into phases regardless of depth. Earlier phases inform later-phase assumptions.

Phase 1 — Business & Competitive Foundation

Establish qualitative and quantitative foundation before attempting valuation.

• **stock-eval** — Company overview, competitive position, relative valuation vs. peers
• **competitor-analysis** *(standard+)* — Moat depth, Porter's Five Forces, pricing power

Output: **Business Quality Score (0–10)** Score reflects durability of competitive advantages, financial health, and consistency of returns.

Phase 2 — Valuation

Determine intrinsic and relative worth of the business.

• **stock-valuation** — DCF intrinsic value with Bull/Base/Bear scenarios, plus P/E, EV/EBITDA, P/S, P/FCF peer multiples

Output: **Valuation Score (0–10)** — 10 = deep discount to intrinsic value; 5 = fair value; 0 = extreme overvaluation.

Phase 3 — Market Signals

Understand what sophisticated market participants are signaling.

• **insider-trading** — SEC Form 4 patterns, net insider sentiment
• **institutional-ownership** *(standard+)* — Smart money 13F changes, concentration
• **earnings-call-analysis** — Management tone, guidance quality, forward signals

Output: **Market Signal Score (0–10)** — High = insider buying + institutional accumulation + positive management tone.

Phase 4 — Technical Timing

Identify current technical setup to optimize entry timing.

• **technical-analysis** — Trend structure, support/resistance, volume, momentum
• **sector-analysis** *(standard+)* — Sector rotation, relative strength vs. benchmark

Output: **Technical Setup Score (0–10)** — Strong (8–10), Moderate (4–7), Weak (0–3).

Phase 5 — Risk Assessment

Quantify downside risks and positioning pressure.

• **short-interest** *(standard+)* — Short positioning, days-to-cover, squeeze risk
• **options-analysis** *(standard+)* — Implied volatility, put/call ratios, options flow
• **economics-analysis** *(comprehensive)* — Macro environment, rate sensitivity
• **financial-report-analyst** *(comprehensive)* — 10-K/10-Q risk factors
• **bear-case** *(comprehensive)* — Short-seller red-team: Thesis-Killers and a downside target. Its downside target sets the Bear scenario in the Valuation Summary and Exit Strategy, its Thesis-Killers become the Bear Case section of the thesis narrative, and the Thesis Invalidation checks whether they are refuted
• **catalyst-calendar** *(comprehensive)* — Dated events in the next 90 days and their expected price impact. High-impact binary events lower the Risk Profile score, and the dated events populate "next catalyst dates" in the Monitoring Plan

Output: **Risk Profile Score (0–10)** — Inverse of risk: Low risk = high score (8–10), High risk = low score (0–3).

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Composite Scoring Framework

Full Report Score = Weighted Composite

Component                Weight    Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality          25%      [Phase 1 modules]
Valuation                 25%      [Phase 2 modules]
Market Signals            20%      [Phase 3 modules]
Technical Setup           15%      [Phase 4 modules]
Risk Profile              15%      [Phase 5 modules]
─────────────────────────────────────────────────────
COMPOSITE SCORE          100%      X.X / 10

Composite Interpretation:
8.0–10.0  → Strong Buy   (all signals aligned)
6.5–7.9   → Buy          (most signals positive)
5.0–6.4   → Hold/Watch   (mixed signals)
3.5–4.9   → Underweight  (mostly negative signals)
0.0–3.4   → Sell/Avoid   (strong negative signals)

Sub-score derivation:

• Business Quality: average of moat score (competitor-analysis) + financial strength (stock-eval)