/technical-analysis

description: Technical analysis of US stocks using charts and indicators

Technical Analysis

⚠️ Data Verification — Do This Before Any Analysis

Before running any analysis, always retrieve the latest market data for the ticker:

1. **Fetch current price** — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data. 2. **Confirm key figures** — recent earnings, revenue, key ratios (P/E, P/S, etc.) as applicable to this skill. 3. **State your data source** — fill in the `Data & Sources` header (next section) so the origin, as-of date, retrieval path, and confidence of every figure are explicit at the top of the output. 4. **Flag stale data explicitly** — if live data is unavailable, display this warning before proceeding:

> ⚠️ **Live data unavailable.** The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.

Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.

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📋 Data & Sources Header — Open Every Output With It

The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:

Data & Sources
  As of:      <date the figures represent, e.g. 2026-06-30>
  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
  Retrieval:  <pasted by user | web/tool retrieval | model memory>
  Confidence: <HIGH | MEDIUM | LOW>

• `Retrieval: model memory` must be paired with `Confidence: LOW` — memory is a placeholder until confirmed against a primary source.
• Mixed sources: list each with its own as-of date rather than blending them.
• Sources disagree on the same figure (a closing price, a deal term): prefer the primary source (SEC filing, company release, exchange data) over an aggregator, then the most recent dated one. Show both values with their sources and dates, say which you used and why, and never average them.
• Data the user pasted is reported as `pasted by user`; do not upgrade its confidence beyond what the user's own source supports.

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Perform technical analysis of US stocks using price action, chart patterns, and technical indicators.

Chart Pattern Analysis

1. **Trend Identification**

• Primary trend (uptrend, downtrend, sideways)
• Trend strength and momentum
• Support and resistance levels
• Trendline analysis

2. **Classic Chart Patterns**

• Head and shoulders, inverse H&S
• Double/triple tops and bottoms
• Cup and handle
• Triangles (ascending, descending, symmetrical)
• Flags and pennants
• Wedges and channels

3. **Candlestick Patterns**

• Reversal patterns (doji, hammer, shooting star, engulfing)
• Continuation patterns
• Multi-candle formations

Technical Indicators

1. **Trend Indicators**

• Moving averages (SMA, EMA: 20, 50, 200-day)
• Moving average crossovers
• MACD (Moving Average Convergence Divergence)
• ADX (Average Directional Index)

2. **Momentum Indicators**

• RSI (Relative Strength Index)
• Stochastic oscillator
• Williams %R
• Rate of Change (ROC)

3. **Volume Indicators**

• Volume trends and patterns
• On-Balance Volume (OBV)
• Volume-weighted average price (VWAP)
• Accumulation/Distribution line

4. **Volatility Indicators**

• Bollinger Bands
• Average True Range (ATR)
• Volatility Index correlation

Price Levels

• Key support and resistance zones
• Fibonacci retracement levels
• Pivot points
• Round number psychology
• Gap analysis

Market Context

• Relative strength vs. market indices
• Sector rotation analysis
• Market breadth indicators
• Correlation with related assets

Moving Average Chart Analysis

When given a stock ticker, always generate an MA chart and trade recommendation table as part of the analysis. This is the first required output section.

MA Chart — Markdown Format

Retrieve or estimate recent price data and compute the following MAs:

| MA Period | Label | Trend Role | |-----------|-------|------------| | 30-day SMA | MA30 | Short-term trend | | 60-day SMA | MA60 | Intermediate trend | | 90-day SMA | MA90 | Medium-term trend | | 200-day SMA | MA200 | Long-term bull/bear line | | 365-day SMA | MA365 | Annual trend baseline |

**Required output — MA Position Table:**

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  MOVING AVERAGE CHART — [TICKER]          [DATE]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  Current Price : $[PRICE]

  MA       Value      vs Price    Signal
  ──────   ────────   ─────────   ───────────────────
  MA30     $[val]     ▲ +X.X%     [Above/Below] ← Short-term
  MA60     $[val]     ▲ +X.X%     [Above/Below] ← Intermediate
  MA90     $[val]     ▲ +X.X%     [Above/Below] ← Medium-term
  MA200    $[val]     ▼ -X.X%     [Above/Below] ← Long-term bull/bear
  MA365    $[val]     ▼ -X.X%     [Above/Below] ← Annual baseline
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  MA Stack: [BULLISH / BEARISH / MIXED]
  (Bullish = MA30 > MA60 > MA90 > MA200 > MA365)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

**ASCII Trend Chart (last ~90 trading days):**

Price ($)
[HIGH] ┤         ╭──╮    ╭──╮
       ┤    ╭────╯  ╰────╯  ╰──╮       ← Price
       ┤────╯                   ╰──╮
       ┤·  ·  ·  ·  ·  ·  ·  ·  · ╰──  ← MA30
       ┤══════════════════════════════   ← MA60
       ┤- - - - - - - - - - - - - - -   ← MA90
[LOW]  ┤══════════════════════════════   ← MA200
       └─┬─────┬─────┬─────┬─────┬──→
       -90d  -70d  -50d  -30d  -10d  Today

Legend: ──── Price  · · · MA30  ════ MA60/MA200  - - - MA90

MA Crossover Signals

Look for and report these high-significance crossover event