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yijia-xiao/financeharness/ticker-snapshot
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PublishedNovember 3, 2026 at 04:19 AM
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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

  1. Pull data_equity_reference for identity, sector/industry, market cap,

beta, current price, 52-week range, and P/E.

  1. Pull data_equity_prices (1y) for the recent trend — SMA(20/50/200), any

golden/death cross, realized volatility.

  1. 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.
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