pick-the-stock

Deep dive on 1-4 stocks the user chose. Pulls SEC XBRL financials and the filing pack (10-K, 10-Q, proxy, earnings releases, 8-Ks), reads the filings, builds business/moat and a SWOT tied to model assumptions, runs the earnings-quality and credit gate (5-step DuPont, CFO/NI, accruals, Beneish, Piotroski, Altman, leverage, coverage, maturities), compares relative value with the full sub-industry peer median and the stock's own history, values it by life-cycle stage (3-stage DCF, reverse DCF, scenarios and sensitivity, DDM, residual income, normalized earnings), and prepares a decision sheet (6-month expected return, catalyst, ATR stop, position size, scale-in). Produces <TICKER>_DeepDive_<date>.xlsx. Takes 1-4 tickers. Use for "deep dive", "analyze the 10-K", "is X a buy", "value X".

License

MIT

Compatibility

Needs Python 3.10+ and internet access; run the investment-setup skill first.