Investment Analysis Workflow

Overview

Claude Code orchestrates specialized agents to analyze US public companies per ME.md investment principles.

PHASE 1: SCREENING

Pre-check: List existing directories in analyses/ to identify previously analyzed companies Action: Invoke screener agent to identify top 3 NEW companies (excluding any tickers already in analyses/)

Task: {
  subagent_type: "screener",
  description: "Screen US stocks",
  prompt: "First check analyses/ directory for existing tickers to exclude. Review ME.md investment criteria. Return top 3 US public companies NOT previously analyzed as: Company | Ticker | Rationale"
}

Output: List of 3 new companies with tickers

PHASE 2: SPECIALIST ANALYSIS

Action: Create directories and launch 6 parallel analyses (2 per company)

For each company from Phase 1:

// Quantitative
Task: {
  subagent_type: "quantitative",
  description: "Analyze [TICKER] financials",
  prompt: "Analyze [Company] ([TICKER]) 5-year SEC filings (10-K, 10-Q). Focus on revenue, margins, cash flow, ROIC, debt, valuation. Apply ME.md principles. Output to analyses/[TICKER]/quantitative_report.md"
}

// Qualitative
Task: {
  subagent_type: "qualitative",  
  description: "Analyze [TICKER] narratives",
  prompt: "Analyze [Company] ([TICKER]) 5-year SEC narratives (10-K, 10-Q, 8-K). Focus on management consistency, risks, positioning, red flags. Apply ME.md principles. Output to analyses/[TICKER]/qualitative_report.md"
}

PHASE 3: SYNTHESIS

Action: After verifying all 6 reports exist, invoke analyst

Task: {
  subagent_type: "analyst",
  description: "Synthesize recommendations",
  prompt: "Read all reports in analyses/. For each company: synthesize findings, apply ME.md criteria, create final_recommendation.md in analyses/[TICKER]/."
}

OUTPUT STRUCTURE

analyses/
  [TICKER]/
    quantitative_report.md
    qualitative_report.md
    final_recommendation.md

EXECUTION FLOW

1. Read ME.md → Invoke screener → Parse output
2. Create directories → Launch 6 parallel agents → Verify reports
3. Invoke analyst → Verify final outputs

ERROR HANDLING

• Missing reports: Create placeholder, proceed with available data
• Agent timeout: Note incomplete analysis, continue workflow
• File verification: Check existence before phase transitions