Stock Data Lookup | Chalie Skills

What it does

Retrieve current market data, financial statements, and analyst estimates for a publicly traded company.

When this skill is activated, Chalie follows these steps:

Use memory to recall any previously analysed companies, then ask the user for the company name or ticker symbol, and what data they need: current price/market cap, income statement, cash flow, balance sheet, WACC inputs, or analyst estimates.
Use search to find the company’s investor relations page and any recent financial filings or earnings reports.
Use read to extract financial data from the investor relations page, SEC filings, or reputable financial data sites.
Use search to find current analyst consensus estimates and ratings from reputable financial sources.
Use code_eval to calculate any derived metrics requested: P/E, EV/EBITDA, free cash flow yield, revenue growth rates, or basic DCF if inputs are available.
Use code_eval to validate data consistency: check that market cap aligns with price × shares outstanding, and flag any fields that could not be confirmed from a primary source.
Use document to present a structured data card: market data (price, market cap, beta), income statement highlights, cash flow summary, and analyst consensus — with source attribution and retrieval date for every figure.
Use document to save the data card if the user intends to use it in further analysis.

v1 (curated)