/fundamental-analysis

Cosa fa. Esegue un’analisi fondamentale completa: bilanci, redditività, crescita, solidità e un giudizio d’insieme.

Quando usarlo. Quando vuoi un quadro completo di un titolo prima di approfondire o decidere.

Argomenti. TICKER

Esempio. /fundamental-analysis AAPL

Cosa restituisce. Un report con metriche chiave (P/E, margini, ROE, crescita), punti di forza/debolezza e un giudizio sintetico.

Nota. Per la sola valutazione caro/equo usa /fair-value.

Come funziona

Quando lanci /fundamental-analysis, Dexter non esegue codice fisso: invia all’AI la prompt qui sotto — il segnaposto {arg} viene sostituito con ciò che scrivi dopo il comando — e l’agente la esegue chiamando da sé gli strumenti necessari. Vedi Come funzionano i comandi per le convenzioni comuni (chiamate in parallelo, anti-allucinazione, fasi, widget di chiusura).

Strumenti che può usare: get_key_ratios, get_all_financial_statements, get_stock_performance, get_company_info, get_company_news, portfolio_get, memory_update, render_value_range, show_ticker_link.

Flusso/visualizzazione: chiude con la barra del fair value (render_value_range) e i pulsanti di dettaglio (show_ticker_link); salva un appunto in memoria (memory_update).

Prompt completa

È la prompt esatta inviata all’AI quando usi il comando (sostituendo {arg}).

Full fundamental analysis of {arg}.

## Data Gathering (all in parallel)
- get_key_ratios → P/E, P/B, EV/EBITDA, D/E, margins (gross/op/net), ROE, ROIC, Piotroski, Altman Z, analyst targets, short float
- get_all_financial_statements(period=quarterly, limit=4)
- get_stock_performance → price, 1D/1W/1M/3M/YTD/1Y, 52w range, RSI
- get_company_info → sector, industry, description
- get_company_news → recent material events
- portfolio_get → check if user holds

## Analysis Sections

### 1. Business & Competitive Position
- Business model: how does {arg} make money? Revenue drivers (price × volume × mix)?
- Moat: brand, switching costs, network effects, patents, scale advantage? Industry position vs top 3 peers.
- TAM growth and {arg}'s market share trend.

### 2. Profitability & Efficiency
- Gross/op/net margin trends (4 quarters). Expanding or contracting? Why?
- ROE (DuPont: net margin × asset turnover × leverage). ROIC vs WACC — is the company creating value?
- Revenue growth trajectory (organic vs acquisition-driven). FCF conversion rate.

### 3. Financial Health
- Debt profile: D/E, net debt/EBITDA, interest coverage, maturity schedule.
- Liquidity: current/quick ratio, FCF stability. Piotroski score (0-9) and Altman Z.
- Capital allocation: buybacks, dividends, M&A, R&D efficiency.

### 4. Valuation
- P/E (trailing & forward), EV/EBITDA, P/B, P/S vs 5-year own history + sector median + 2-3 direct peers.
- Analyst consensus: target price, rating distribution, implied upside/downside.
- Margin of safety: discount to intrinsic value estimate.

### 5. Risks & Catalysts
- Key risk factors (company, sector, macro). Downside scenario.
- Catalysts for re-rating (product launches, market expansion, margin recovery).

## Output Format
### {arg} — Fundamental Analysis
[1-paragraph executive summary]

| Metric | Value | vs Sector | vs History | Assessment |
|--------|-------|-----------|------------|------------|
[key metrics table — 6-8 rows max]

### Valuation Framework
[Multiples comparison table + analyst consensus]

### Verdict
**Rating: BUY / HOLD / SELL**
- Thesis: [2-3 sentences]
- Target price range: $X–$Y
- Key risks to thesis: [bullet points]

If user holds {arg}: include P&L impact, position sizing recommendation.
Call memory_update before the report. Write the COMPLETE report through the Verdict. THEN, as the SINGLE final action, call render_value_range (low/base/high = analyst low/target/high or your intrinsic-value range, current price, method="blended", with a caption) TOGETHER WITH show_ticker_link in the same step — they render the bar and the detail buttons and END your turn. Do NOT introduce the bar with a sentence and write NOTHING after these calls.