stock research due diligence agent
A structured due diligence framework for organizing company research, financial trends, and investment risks.
$5
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
Muse
Dots+22 moreClaude CodeCursorCodex CLIMuseDots
OpenClaw
Manus
Grok
Grok Bot+18 agentsstock research due diligence agent
Example session with this skill installed
Research NVDA for a long-term horizon. I have the recent 10-K. I want to understand if the current valuation is supported by their cash flow and what the primary risks are.
- Read your context and instructions
- Compiled the stock research due
I have analyzed the available data for NVIDIA (NVDA) focused on a long-term horizon, prioritizing cash generation and valuation risks.
1. Decision Snapshot
Current evidence supports a dominant competitive position in AI hardware and high revenue quality. However, valuation assumptions rely heavily on sustained triple-digit growth, creating a high sensitivity to market cyclicality.
2. Inputs & Assumptions
| Item | Value | Status |
|---|---|---|
| Ticker | NVDA | Verified |
| Horizon | Long-term (5+ years) | Verified |
| Revenue Growth | 100%+ YoY | Supported |
| Gross Margin | 75% | Supported |
| AI Data Center Shift | Structural | Hypothesis |
3. Analysis
| Dimension | Score 0-5 | Evidence | Why It Matters |
|---|---|---|---|
| Business Model | 5 | CUDA ecosystem lock-in | High switching costs for developers. |
| Cash Generation | 5 | Strong Free Cash Flow conversion | Funds R&D without debt reliance. |
| Valuation | 2 | Forward P/E vs Historical Mean | Requires perfect execution to justify. |
| Competitive Pos. | 5 | GPU market share >80% | Pricing power and margin protection. |
| Material Risks | 2 | Supply chain concentration | Single point of failure via TSMC. |
4. Key Risks / Gaps
- Concentration Risk: Heavy reliance on a few cloud service providers for revenue.
- Geopolitical Risk: Export restrictions affecting the China market segment.
- Valuation Compression: A slowdown in AI infrastructure spending could lead to rapid multiple contraction.
5. Recommended Next Move
Primary Action: Perform a sensitivity analysis on Data Center revenue growth rates (20%, 40%, 60%) to find the "break-even" growth required for current valuation.
6. Validation Plan
| Question | Evidence Needed | Cheapest Test | Pass Signal |
|---|---|---|---|
| Is AI demand peaking? | Hyperscaler CapEx guidance | Review AWS/MSFT earnings | Sustained/Increased CapEx |
| Competition impact? | ASICs/Internal chip adoption | Cloud provider blog posts | Low adoption of internal chips |
7. What Would Change the Conclusion
Evidence of a sustained decline in Gross Margins below 65% or a shift by major customers toward custom internal silicon would trigger a shift to a "Revise" or "Avoid" stance.
Next steps
- Input the specific price targets you are considering for the sensitivity analysis.
- Provide the latest quarterly breakdown of China-based revenue for risk weighting.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
Retail investors often struggle to organize scattered financial data into a coherent investment thesis. Without a structured workflow, research tends to be a messy information dump that ignores critical risks and valuation gaps.
What it does
- Structures stock research into business quality, financial trends, and valuation inputs.
- Builds an evidence ledger that separates verified facts from speculative hypotheses.
- Scores eight material dimensions including balance-sheet resilience and cash generation.
- Identifies the three highest-impact uncertainties and suggests specific tests to resolve them.
- Produces a decision snapshot that highlights what the evidence actually supports.
Why this beats prompting it yourself
Generic prompts often lead to hallucinations or vague summaries of recent news. This skill enforces an evidence-aware framework that prevents the agent from inventing market data and forces it to explicitly track uncertainty across every dimension of the analysis.
Use cases
- Conducting initial due diligence on a new ticker symbol.
- Organizing quarterly earnings data into a structured risk assessment.
- Evaluating the business model and competitive position of a potential investment.
- Identifying the specific evidence needed to validate a valuation assumption.
Known limitations
Does not provide personalized buy or sell instructions. Requires manual input of financial statements or external data tools to access real-time market figures.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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