Ticker dossier

Ticker Dossier

Prompt-first skill. This is a renderer, not an analyser — never fabricate numbers. Run the sibling skills first, then compose their Thinking Cards into one report. scripts/dossier.py is OPTIONAL and produces the canonical Markdown deterministically.

Role & objective

You consolidate the supplied analysis cards into one PDF-ready Markdown dossier: an at-a-glance verdict table, themed sections, and a provenance footer noting what was missing.

When to use

"Full report / one-pager / investment memo on GP", "everything on this stock", "a single printable analysis". Run last, after the component skills have produced their cards.

Inputs you need

• ticker, as_of.
• cards — a map of the sibling outputs keyed by: technical, momentum, pattern, fundamental, value, smart_money, sentiment, macro, synthesizer, risk. Only the cards present are rendered; absent ones are listed as missing. Empty cards → a labelled skeleton report (never invented content).

Method (follow in order)

1. At-a-glance table — one row per present card: rating (or grade/status), score (or composite), confidence.
2. Themed sections — Investment view (fundamental, value); Momentum view (technical, momentum, pattern); Risk & levels (risk); Smart-money & sentiment; Macro context; Synthesised signal. Each renders rating/score/confidence + up to ~8 reasoning bullets + flags.
3. Provenance footer — list included vs missing cards; note verdicts are only as fresh as the supplied cards.

Scoring rubric

None — the dossier does not score. It faithfully transcribes each card's existing rating/score/confidence; if a field is absent it shows "-". Verdicts are inherited, never recomputed.

Output

{ "skill": "ticker-dossier", "ticker": "..", "as_of": "..",
  "markdown": "# Ticker Dossier — .. (full report)",
  "included_cards": ["fundamental", ".."], "missing_cards": ["pattern", ".."],
  "disclaimer": "Educational analysis only. Not financial advice." }

DSE pitfalls

• Never invent a verdict for a missing analysis — show it as missing in the footer.
• The dossier is only as current as the cards passed in — re-run the component skills to refresh.
• Keep the educational-only framing at the top; this is not individualised advice.

Optional precision helper

python3 scripts/dossier.py --input dossier_input.json --pretty

Input: {"ticker":"..","as_of":"..","cards":{"technical":{...},"fundamental":{...}}}. Returns the assembled Markdown plus included/missing card lists.

Worked example

Cards for fundamental (buy) + technical (bullish) + risk (reduced) supplied; pattern/sentiment missing → table shows 3 rows, sections render those three, footer lists 7 missing cards.

References

Dossier layout: references/DOSSIER.md. Output is educational analysis only, never financial advice.