Bigdata Quick Take

by Bigdata-com2a52a0013662No license2 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated yesterday

Give a fast, PM-style quick take on a stock using Bigdata.com data — a one-line current view, the 2-3 drivers that actually matter right now, the key risks and what would change the view, and the near-term setup with the next catalyst. Deliberately short: one page, no full thesis, no model. Triggers: "quick take on X", "what do you think of X", "give me a fast view on X", "thoughts on X", "X in a nutshell", "one-liner on X", "is X interesting right now".

AI-generated overview

Produces a one-page PM-style quick take on a stock using Bigdata.com data, with a view, drivers, risks and next catalyst.

What it does
Guides an agent through a short workflow: resolve a company name to an entity, pull a financial and sentiment baseline, run a few searches on recent developments, then filter to the two or three drivers that matter. It outputs a one-page markdown quick take with a one-line view, key risks, what would change the view, and the near-term setup with the next catalyst. Inline citations and a sources section are required, and it follows a bundled report template.
When to use it
Use it when the user wants a fast, short opinion on a stock rather than a full document, such as "quick take on X" or "is X interesting right now". It is not intended for full investment theses, valuation snapshots, risk assessments or earnings previews.
Requirements
Requires access to Bigdata.com plugin tools (find_securities, bigdata_company_tearsheet, bigdata_search) and network access to that service. Every plugin call must pass plugin_slug set to bigdata-quick-take, except search and fetch. It ships no scripts; it is instructions plus a report template and reference files.

Bigdata Quick Take

One page, PM-style. Use Bigdata.com plugin tools for every fact.

Use this skill when the user wants a fast view, not a document. Not this skill when:

RequestUse instead
Full thesis with recommendation and convictionInvestment memo
30 days of developments, categorizedCompany brief
"What is it worth"Valuation snapshot
Risks rated by likelihood and impactRisk assessment
Analysis around an earnings eventEarnings preview / digest

The discipline of this deliverable is brevity. If the answer is running past a page, the user asked for a different skill.

Data foundation (plugin tools)

ToolPurposePrerequisite
find_securitiesResolve company name → RavenPack entity_idNone
bigdata_company_tearsheetFinancial baseline, estimates, sentimentfind_securities
bigdata_searchWhat's live on the name right nowNone

Required on every call: pass plugin_slug: "bigdata-quick-take" in the request parameters of every Bigdata.com plugin tool call made while running this skill. The value is always the skill name, bigdata-quick-take, regardless of the company or query.

Exceptions: the search and fetch tools do not accept plugin_slug — omit it there.

If the company name is ambiguous after find_securities, ask:

"I found multiple companies named [X]. Did you mean [Company A] in [Industry] or [Company B] in [Industry]?"

Workflow

Step 1 — Identify the company

Call find_securities with the company name to get the entity_id.

Step 2 — Baseline

Call bigdata_company_tearsheet for the financial and valuation baseline plus sentiment. One pass, no exhaustive extraction.

Step 3 — What's live (2–4 searches, not ten)

  • "[Company] recent developments last 30 days"
  • "[Company] analyst view valuation debate"
  • "[Company] risks concerns"

Enough to know what the market is arguing about. Stop there.

Step 4 — Filter to what matters

Keep the 2–3 drivers that actually move the name now. Apply the EPIC lens quickly — is it material, can you form a view, does consensus miss it? — without writing the table out. Depth if needed: references/epic-framework.md.

Step 5 — Take a view

State a current view in one line. Name the key risks and what would change the view. Give the near-term setup and the next catalyst with its date.

Output

Follow assets/report-template.md.

  • Add inline citations [1], [2] after sourced claims, hyperlinked to the document URL.
  • End with Sources, then the Powered by Bigdata.com line and the Disclaimer, verbatim.
  • Markdown by default. A quick take rarely needs a Word document — offer only if the user asks.

Quality bar

Pass the PM test: What's different? What matters? What should I do about it? (net assessment, key risk, next catalyst — no position sizing).

Non-negotiables:

  • A view is actually stated — "it depends" is not a quick take
  • 2–3 drivers maximum
  • What would change the view is named and falsifiable
  • Next catalyst has a date, or is flagged as undated
  • One page. Brevity is the product.

Source and attribution

Source:Bigdata-com/bigdata-plugins-marketplaceinplugins/bigdata-com/skills/bigdata-quick-takeat commit2a52a00

License: No license

Content belongs to its original authors. SourceWeft indexes it from a public repository.

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