Research Bundle

Community

yennanliu

research-bundle

Deprecated — use full-report instead. Chained multiple analysis skills into a unified investment thesis; superseded by full-report's configurable --depth and HTML output.

Overview

Publisher	yennanliu
Repository	`InvestSkill`
Skill name	`research-bundle`
Stars	254
Forks	61
Bundled files	Instructions only
License	MIT
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by yennanliu on GitHub. Read the source before you install it.

Installation

Install the Research Bundle AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/yennanliu/InvestSkill/tree/main/plugins/us-stock-analysis/skills/research-bundle
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/yennanliu/InvestSkill/tree/main/plugins/us-stock-analysis/skills/research-bundle

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/yennanliu/InvestSkill.git /tmp/InvestSkill
mkdir -p .claude/skills
cp -r /tmp/InvestSkill/plugins/us-stock-analysis/skills/research-bundle .claude/skills/research-bundle

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Research Bundle in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Research Bundle on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Research Bundle is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Research Bundle

This skill has been unified into full-report. Use /us-stock-analysis:full-report with a --depth flag instead:

Old Usage	New Equivalent
`/research-bundle AAPL --quick`	`/us-stock-analysis:full-report AAPL --depth quick`
`/research-bundle AAPL`	`/us-stock-analysis:full-report AAPL --depth standard`
`/research-bundle AAPL` (full)	`/us-stock-analysis:full-report AAPL --depth comprehensive`

The full-report skill absorbs everything research-bundle provided: the 5-phase framework, composite scoring weights, investment thesis narrative, conflict resolution rules, entry/exit strategy, and monitoring plan — plus HTML report output and configurable depth.

Composite Scoring Weights (Quick Reference)


Component                Weight    Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality          25%      [competitor + fundamental]
Valuation                 25%      [DCF + relative valuation]
Market Signals            20%      [insider + institutional + earnings]
Technical Setup           15%      [technical analysis timing]
Risk Profile              15%      [short interest + options signals]
─────────────────────────────────────────────────────
COMPOSITE SCORE          100%      X.X / 10

8.0–10.0  → Strong Buy   |  6.5–7.9  → Buy
5.0–6.4   → Hold/Watch   |  3.5–4.9  → Underweight
0.0–3.4   → Sell/Avoid

5-Phase Research Framework (reference)

The original research-bundle framework — now executed automatically by full-report:

Phase 1 — Business Foundation (competitor-analysis, sector-analysis) Assess economic moat width (Wide/Narrow/None), Porter's Five Forces, market share trajectory, and sector rotation positioning. Score: business quality 0–10.

Phase 2 — Valuation (dcf-valuation, stock-valuation) DCF intrinsic value across 3 scenarios + comparable company multiples (EV/EBITDA, P/E, P/S). Probability-weighted composite IV. Upside/downside to fair value.

Phase 3 — Market Signals (insider-trading, institutional-ownership, earnings-call-analysis) Net insider sentiment (Form 4 last 90 days), institutional accumulation/distribution (13F delta), management tone and guidance delta from last earnings call.

Phase 4 — Technical Setup (technical-analysis) MA stack (30/60/90/200/365d), RSI, MACD, Ichimoku, multi-timeframe confluence. Entry price, target, stop-loss, R:R ratio. Timing signal for position entry.

Phase 5 — Risk & Options (short-interest, options-analysis, economics-analysis) Short squeeze score, IV rank, put/call ratio skew, macro regime (yield curve, recession probability). Risk-adjusted position sizing.

Conflict Resolution Rules

When skills disagree, apply these priority overrides:

Technical SELL + Fundamental BUY → HOLD (wait for technical confirmation)
Insider BUY + Short Interest extreme (>20%) → CAUTION (investigate divergence)
DCF undervalued 30%+ + Technical BULLISH → STRONG BUY (conviction upgrade)
Macro recession >60% → override all bullish signals → REDUCE/AVOID
3+ skills unanimous → allow confidence upgrade (MEDIUM → HIGH)

Depth Modes in full-report

--depth quick (5 modules): stock-eval, technical-analysis, dcf-valuation, insider-trading, earnings-call-analysis
--depth standard (10 modules): adds institutional-ownership, competitor-analysis, sector-analysis, options-analysis, short-interest
--depth comprehensive (15 modules): adds fundamental-analysis, stock-valuation, economics-analysis, financial-report-analyst, dividend-analysis


╔══════════════════════════════════════════════╗
║              INVESTMENT SIGNAL               ║
╠══════════════════════════════════════════════╣
║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
║ Confidence:  HIGH / MEDIUM / LOW             ║
║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
║ Score:       X.X / 10                        ║
╠══════════════════════════════════════════════╣
║ Action:      BUY / HOLD / SELL               ║
║ Conviction:  STRONG / MODERATE / WEAK        ║
╚══════════════════════════════════════════════╝

Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish

Disclaimer: Educational analysis only. Not financial advice.

Frequently asked questions

What does the Research Bundle AI skill do?

Deprecated — use full-report instead. Chained multiple analysis skills into a unified investment thesis; superseded by full-report's configurable --depth and HTML output.

Why use Research Bundle on TypingMind?

Because you install it once and use it with any model. Research Bundle is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Research Bundle in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/yennanliu/InvestSkill/tree/main/plugins/us-stock-analysis/skills/research-bundle. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Research Bundle?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Research Bundle?

As many as you like. As long as a model supports skills, you can use Research Bundle with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Research Bundle AI skill free?

Yes. It is published on GitHub by yennanliu under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Research Bundle

Composite Scoring Weights (Quick Reference)

5-Phase Research Framework (reference)

Conflict Resolution Rules

Depth Modes in full-report

Frequently asked questions

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