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 recall to surface 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 web_fetch 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_agent 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_agent 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 write_file 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 write_file to save the data card if the user intends to use it in further analysis.

v1 (curated)