name: ticker-snapshot description: Quick structured overview of a single public equity — identity, sector, market cap, valuation ratios, current price, recent trend. tags: [equity, snapshot] requires_tools:
- data_equity_reference
- data_equity_prices
metadata: version: "1.0.0"
Ticker snapshot
Produce a tight, grounded overview of one equity.
Workflow
- Pull
data_equity_reference for identity, sector/industry, market cap,
beta, current price, 52-week range, and P/E.
- Pull
data_equity_prices (1y) for the recent trend — SMA(20/50/200), any
golden/death cross, realized volatility.
- Write a short snapshot: what the company is, its scale and classification,
where the price sits in its range, and the recent technical picture.
Principles
- Report the numbers and named canon the tools return (SMA, golden/death
cross); let the figures speak. Note when a field is unavailable rather than guessing.
- Keep it to the essentials a reader needs to orient on the name quickly.