Layer 2 Stock Brief

What it does

This skill enables an agent to provide a high-density, evidence-based summary of a specific stock or listed company. It transforms fragmented data from multiple financial sources—market snapshots, regulatory filings, news cycles, and analyst reports—into a coherent 'Stock Brief' that helps users understand a company's current status without manually searching multiple portals.

When to use it

Activate this skill when a user explicitly names a stock ticker or company and asks for a current status update, an analysis of recent events (e.g., 'What happened to Company X recently?'), or a comprehensive overview of the company's recent performance and news.

What's included

• Instructions: A rigorous 12-step workflow that mandates identity verification of the security, retrieval of company profiles, timeline analysis of events (7-30 day window), and cross-referencing of announcements and research reports.
• Guardrails: Strict rules against providing financial advice or target prices, ensuring the agent remains an information aggregator rather than a financial advisor.
• Output Templates: Standardized structures for summaries and HTML hand-offs for structured visual presentation.

Compatible agents

Designed for the WorkBuddy ecosystem and agents capable of calling complex financial data tools (e.g., search_security, get_security_profile, get_latest_snapshot).