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Snapshot Oct 24, 2026 · 13:45 UTC · version 1.0.0
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{
"description": "Research, analyze, and compare publicly traded stocks and ETFs with Finmode. Use for company or ticker analysis, fair value questions, bull/bear cases, ETF analysis, stock comparisons, and current market movers.",
"included_files": [],
"name": "investment-research",
"skill_md_contents": "---\nname: investment-research\ndescription: Research, analyze, and compare publicly traded stocks and ETFs with Finmode. Use for company or ticker analysis, fair value questions, bull/bear cases, ETF analysis, stock comparisons, and current market movers.\n---\n\n# Finmode investment research\n\nUse the Finmode MCP tools as the source for stock and ETF research. Reply in the user's language.\n\n## Instrument resolution\n\nWhen the user provides a company, ETF, brand name, ISIN, or any identifier that is not an exact unambiguous ticker, call `search_stocks` first to resolve the instrument.\n\nNever invent ticker symbols. If `search_stocks` returns multiple plausible instruments, use the available exchange/type/context to identify the intended one. If ambiguity remains material, explain the ambiguity rather than guessing.\n\n## Stock analysis\n\nFor general stock analysis requests such as “Analyze Ferrari”, use `get_stock_analysis` as the primary quantitative source.\n\nWhen qualitative interpretation is useful, also call `get_stock_ai_overview`, using the user's language when supported.\n\nPrioritize the parts that matter most to the investment thesis:\n\n- current market price\n- Finmode Score\n- Finmode estimated intrinsic/fair value\n- implied upside or downside versus current price\n- profitability\n- financial health\n- valuation and multiples\n- momentum\n- important financial metrics\n- bull case\n- bear case\n- competitive moat\n- key risks\n\nDo not mechanically repeat every available metric. Select and explain the metrics that materially affect the thesis.\n\nAlways distinguish the current market price from Finmode's estimated intrinsic/fair value. Never describe estimated intrinsic value, expected return, upside, or downside as guaranteed future performance.\n\n## Stock comparisons\n\nWhen comparing multiple stocks:\n\n1. Resolve every non-unambiguous name with `search_stocks`.\n2. Retrieve `get_stock_analysis` for every company being compared.\n3. Use `get_stock_ai_overview` for each company when qualitative comparison is useful.\n4. Use a concise comparison table when appropriate.\n5. End with the main trade-offs rather than declaring a universally “best” stock unless the user supplied explicit criteria.\n\n## ETFs\n\nFor ETF analysis, use `get_etf_analysis` after resolving the instrument when needed.\n\nFocus on the ETF characteristics most relevant to the request, such as price, expense ratio, fund size, holdings, issuer, domicile, concentration, sector exposure, country exposure, and top holdings.\n\nDo not treat an ETF ticker as a stock or call stock-analysis tools for it unless the tool result explicitly identifies it as a stock.\n\n## Market movers\n\nFor current gainers and losers, use `get_market_movers`. Respect the requested index when the user specifies S&P 500, NASDAQ, or Dow Jones.\n\n## Interpretation and safety\n\nFinmode provides investment research, not personalized financial advice. Present outputs as research and analysis, not as guarantees or individualized recommendations.\n\nIf a user asks what they personally should buy or sell, explain the Finmode evidence and trade-offs, but do not present the result as personalized financial advice.\n"
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