Bigdata Quick Take

作者 Bigdata-com2a52a0013662無授權條款2 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫昨天更新

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 產生的概覽

以 Bigdata.com 資料產出一頁式 PM 風格個股速評,包含觀點、驅動因素、風險與下一個催化劑。

功能
引導代理執行精簡流程:將公司名稱解析為實體,取得財務與情緒基準,就近期動態進行少量搜尋,再篩選出真正重要的兩到三個驅動因素。輸出為一頁 Markdown 速評,包含一句話觀點、關鍵風險、何種情況會改變觀點,以及近期格局與下一個催化劑。要求加入行內引用與來源區段,並依循隨附的報告範本。
適用情境
適用於使用者想要對某檔股票取得快速、簡短看法而非完整文件的情境,例如「快速評價 X」或「X 現在值得關注嗎」。不適用於完整投資論述、估值快照、風險評估或財報前瞻。
執行需求
需要存取 Bigdata.com 外掛工具(find_securities、bigdata_company_tearsheet、bigdata_search)以及該服務的網路存取權限。除 search 與 fetch 外,每次外掛呼叫都必須傳入 plugin_slug 為 bigdata-quick-take。不包含指令碼,僅為指示文件、報告範本與參考檔案。

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.

來源與署名

來源:Bigdata-com/bigdata-plugins-marketplace位於plugins/bigdata-com/skills/bigdata-quick-take提交2a52a00

授權條款: 無授權條款

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