Bigdata Quick Take

作者 Bigdata-com2a52a0013662无许可证2 个星标收录于 2026年10月8日更新于 2026年10月8日仓库昨天更新

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 生成的概览

基于 Bigdata.com 数据生成一页式 PM 风格个股速评,包含观点、驱动因素、风险与下一个催化剂。

功能
引导智能体执行简短流程:将公司名称解析为实体,获取财务与情绪基线,就近期动态进行少量检索,然后筛选出真正重要的两到三个驱动因素。输出为一页 Markdown 速评,包含一句话观点、关键风险、何种情况会改变观点,以及近期格局与下一个催化剂。要求添加行内引用和来源部分,并遵循随附的报告模板。
适用场景
适用于用户想要对某只股票获得快速、简短看法而非完整文档的场景,例如“快速评价 X”或“X 现在值得关注吗”。不适用于完整投资论点、估值快照、风险评估或财报前瞻。
运行要求
需要访问 Bigdata.com 插件工具(find_securities、bigdata_company_tearsheet、bigdata_search)以及该服务的网络访问权限。除 search 和 fetch 外,每次插件调用都必须传入 plugin_slug 为 bigdata-quick-take。不包含脚本,仅为说明文档、报告模板和参考文件。

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.

来源与署名

来源:Bigdata-com/bigdata-plugins-marketplace位于plugins/bigdata-com/skills/bigdata-quick-take提交2a52a00

许可证: 无许可证

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

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