Ai Trading Consortium

AI-powered hedge fund that combines multi-expert trading strategies with comprehensive information gathering. Analyzes stocks through systematic data collection, analyst reports, bull/bear debates, and a council of legendary investor personas (Buffett, Graham, Lynch, Burry, Munger, Wood, Druckenmiller, Marks). Produces executive summary slides. Trigger keywords: stock analysis, trading decision, investment analysis, market evaluation, buy/sell/hold recommendation.

ericn26-star@ericn26-star

Install

openclaw skills install @ericn26-star/ai-trading-consortium

AI Trading Consortium

Overview

An AI-powered hedge fund system that combines sophisticated information gathering with multi-expert trading wisdom. It coordinates a full analysis pipeline: data collection, four-analyst assessment, structured bull/bear debate, an 8-member legendary investor council, risk management, portfolio decision, and executive summary slide generation (PDF + PPTX).

Important: Never provide financial advice — always clarify this is for educational/research purposes only.

Workflow

Phase 0: Stock Identification (if needed)

If the user provides a company name, partial name, or ambiguous query instead of a ticker symbol:

Search to identify the correct stock ticker and exchange
Confirm the company identity (full name, ticker, exchange, sector)
If multiple matches exist, clarify with the user or select the most relevant

Examples:

"Analyze Tesla" → Search → Confirm TSLA (Tesla Inc, NASDAQ)
"What about the Google stock?" → Search → GOOGL or GOOG (Alphabet Inc)
"Look at that Chinese EV company NIO" → Search → NIO (NIO Inc, NYSE)

Output for symbol lookup:

json

{
  "query": "user's original query",
  "identified_stock": {
    "company_name": "Full Legal Name Inc.",
    "ticker": "TICK",
    "exchange": "NASDAQ",
    "sector": "Technology",
    "confidence": "high/medium/low"
  },
  "alternatives": [
    {"ticker": "OTHER", "reason": "Similar name..."}
  ]
}

Phase 1: Information Gathering

Collect comprehensive market data from multiple sources (see Data Sources section)
Run all four analyst assessments sequentially:
- Fundamentals Analyst → Financial health, valuation metrics
- Technical Analyst → Price patterns, indicators
- Sentiment Analyst → Social media, market sentiment
- News Analyst → Breaking news, macro events

Each analyst produces a structured report (see Analyst Frameworks below).

Phase 2: Research & Debate

Construct both bull and bear cases from the analyst reports
Conduct 2-3 rounds of structured debate (Opening Arguments → Rebuttals → Final Arguments)
Synthesize debate conclusions with a winner, scoring breakdown, and key takeaways

Phase 3: Expert Council Review

Channel each of the 8 legendary investor personas to evaluate the opportunity
Gather diverse perspectives — each investor votes BUY/HOLD/SELL with conviction (1-10) and reasoning
Weight opinions based on relevance to the specific opportunity

Phase 4: Risk & Execution

Evaluate risk: position sizing, stop-losses, portfolio impact, VaR
Make final trading decision: synthesize all inputs into an actionable recommendation

Phase 5: Executive Summary Slides

Create 3 PPT Summary Slides (see Slide Specification below):
- Slide 1: Process Overview & Data Collected
- Slide 2: Expert Council Voting Results (hero visual with 8 investor votes)
- Slide 3: Final Decision & Action Plan
Compile slides into PDF and PPTX deliverables

Output Format

For each analysis, provide all of the following:

Executive Summary: Key findings and recommendation
Analyst Reports: Summary of each analyst's findings
Debate Summary: Bull vs Bear key arguments
Expert Council Votes: How each investor persona voted and why
Risk Assessment: Position size, stop-loss, risk/reward ratio
Final Decision: BUY / SELL / HOLD with conviction level (1-10)
Three Summary Slides: Visual presentation of the entire analysis

Data Sources

Configure data gathering from multiple sources:

Category	Sources
Stock Price Data	Yahoo Finance (yfinance) — Primary for OHLCV; Alpha Vantage — Validation
Fundamental Data	Alpha Vantage, SEC filings (10-K, 10-Q, 8-K)
Technical Indicators	Yahoo Finance, Alpha Vantage
News Data	Alpha Vantage, Google News, financial news APIs
Sentiment Data	Social media APIs (Reddit, Twitter/X, StockTwits)

Data Gathering Output Structure

json

{
  "ticker": "SYMBOL",
  "timestamp": "ISO datetime",
  "price_data": {
    "current_price": 0.00,
    "52_week_high": 0.00,
    "52_week_low": 0.00,
    "volume": 0,
    "avg_volume": 0
  },
  "fundamentals": {
    "market_cap": 0,
    "pe_ratio": 0.00,
    "pb_ratio": 0.00,
    "revenue_growth": 0.00,
    "earnings_growth": 0.00
  },
  "technicals": {
    "rsi_14": 0.00,
    "macd_signal": "bullish/bearish",
    "trend": "uptrend/downtrend/sideways"
  },
  "news_summary": "Recent news highlights",
  "sentiment_score": 0.00
}

Data Quality Guidelines

Validate data across multiple sources when possible
Flag any data quality issues or missing data
Include data freshness timestamps
Handle API rate limits gracefully
Cache data appropriately to avoid redundant calls

Analyst Frameworks

Fundamentals Analyst

Evaluate companies based on financial health, competitive position, and intrinsic value.

Financial Health Assessment

Profitability
- Gross margin, operating margin, net margin
- Return on Equity (ROE), Return on Assets (ROA)
- Return on Invested Capital (ROIC)
Growth Metrics
- Revenue growth (YoY, 3-year CAGR)
- Earnings growth
- Free cash flow growth
Balance Sheet Strength
- Current ratio, quick ratio
- Debt/equity ratio
- Interest coverage ratio
- Cash position
Cash Flow Quality
- Operating cash flow vs net income
- Free cash flow generation
- Capital allocation efficiency

Valuation Methods

Discounted Cash Flow (DCF) — Project 5-10 year cash flows, apply WACC, calculate terminal value, derive intrinsic value per share
Comparable Company Analysis — Identify peer group, compare P/E, EV/EBITDA, P/S ratios, apply appropriate multiples
Dividend Discount Model (DDM) — For dividend-paying stocks; Gordon Growth Model or multi-stage DDM
Asset-Based Valuation — Book value analysis, Net Asset Value (NAV)

Fundamentals Report Format

markdown

# Fundamentals Analysis Report: [TICKER]

## Financial Health Score: [1-10]

### Profitability Analysis
- [Key findings]

### Growth Assessment
- [Key findings]

### Balance Sheet Strength
- [Key findings]

### Cash Flow Quality
- [Key findings]

## Valuation Summary
| Method | Intrinsic Value | Upside/Downside |
|--------|-----------------|-----------------|
| DCF    | $XX.XX          | +/-XX%          |
| Comps  | $XX.XX          | +/-XX%          |

## Signal: [BULLISH/BEARISH/NEUTRAL]
## Confidence: [1-10]

## Key Risks
- [Risk factors]

Technical Analyst

Analyze price patterns, volume, and technical indicators to forecast price movements and identify entry/exit points.

Analysis Framework

Trend Analysis:

Primary trend (higher highs/lows = uptrend; lower highs/lows = downtrend; sideways/consolidation)
Moving averages: SMA (20, 50, 200), EMA (9, 21, 50)
Golden cross / Death cross signals
Price relative to key MAs

Momentum Indicators:

RSI (14): Overbought (>70) / Oversold (<30), divergences
MACD: Signal line crossovers, histogram analysis, divergences
Stochastic Oscillator: Overbought/oversold, crossovers

Volume Analysis:

Volume trends, On-Balance Volume (OBV), Accumulation/Distribution

Chart Patterns:

Head and shoulders, double tops/bottoms
Triangles (ascending, descending, symmetrical)
Flags, pennants, cup and handle, wedges

Support & Resistance:

Key price levels, Fibonacci retracement, pivot points, trendlines

Technical Report Format

markdown

# Technical Analysis Report: [TICKER]

## Trend Summary
- Primary Trend: [UPTREND/DOWNTREND/SIDEWAYS]
- Short-term: [description]
- Medium-term: [description]

## Key Indicators
| Indicator | Value | Signal |
|-----------|-------|--------|
| RSI (14)  | XX.X  | Bullish/Bearish/Neutral |
| MACD      | XX.X  | Bullish/Bearish/Neutral |
| 50 SMA    | $XX.X | Above/Below |
| 200 SMA   | $XX.X | Above/Below |

## Support & Resistance
- Key Support: $XX.XX, $XX.XX
- Key Resistance: $XX.XX, $XX.XX

## Pattern Recognition
- [Identified patterns and implications]

## Signal: [BULLISH/BEARISH/NEUTRAL]
## Confidence: [1-10]

## Entry/Exit Levels
- Suggested Entry: $XX.XX
- Stop Loss: $XX.XX
- Target 1: $XX.XX
- Target 2: $XX.XX

Sentiment Analyst

Analyze market sentiment from various sources to understand investor psychology and crowd behavior.

Sentiment Sources

Social Media:

Reddit: r/wallstreetbets, r/stocks, r/investing — mention frequency and trend
Twitter/X: Cashtag mentions ($TICKER), influential accounts, sentiment trend
StockTwits: Bull/bear ratio, message volume

Investor Behavior:

Options Flow: Put/Call ratio, unusual options activity, large block trades
Institutional Activity: 13F filing changes, hedge fund positions, ETF flows
Insider Activity: Insider buying/selling, Form 4 filings, cluster buying signals

Market Indicators:

VIX (Fear Index) levels
AAII Sentiment Survey
CNN Fear & Greed Index
Short interest ratio

Sentiment Scoring

Composite sentiment score from -1 to +1:

Range	Interpretation
-1.0 to -0.5	Extremely Bearish
-0.5 to -0.2	Bearish
-0.2 to +0.2	Neutral
+0.2 to +0.5	Bullish
+0.5 to +1.0	Extremely Bullish

Sentiment Report Format

markdown

# Sentiment Analysis Report: [TICKER]

## Overall Sentiment Score: [X.XX] ([BULLISH/BEARISH/NEUTRAL])

### Social Media Sentiment
| Source | Score | Trend | Notable |
|--------|-------|-------|---------|
| Reddit | X.XX  | ↑/↓   | [notes] |
| Twitter| X.XX  | ↑/↓   | [notes] |

### Investor Behavior
- Put/Call Ratio: X.XX ([interpretation])
- Short Interest: X.X% ([interpretation])
- Insider Activity: [Net buying/selling]

### Institutional Sentiment
- Recent 13F changes: [summary]
- Notable positions: [key funds]

## Contrarian Signals
- [Any extreme readings that suggest reversal]

## Signal: [BULLISH/BEARISH/NEUTRAL]
## Confidence: [1-10]

## Key Observations
- [Notable sentiment shifts or anomalies]

News Analyst

Monitor and analyze news, events, and macroeconomic factors impacting stock prices.

Coverage Areas

Company-Specific News:

Earnings & Guidance: Quarterly reports, revenue/EPS surprises, forward guidance, conference call highlights
Corporate Actions: M&A, stock splits/buybacks, dividend changes, leadership changes
SEC Filings: 10-K, 10-Q, 8-K, proxy statements, Form 4 insider transactions
Product/Business: Launches, contract wins/losses, partnerships, regulatory approvals

Industry & Sector:

Competitor developments, industry trends, regulatory changes, supply chain updates

Macroeconomic Events:

Economic Indicators: Fed rate decisions, inflation (CPI, PPI), employment, GDP
Geopolitical: Trade policies, international conflicts, political developments, currency movements

Impact Assessment

Rate each news item:

Impact Level: High / Medium / Low
Timeframe: Immediate / Short-term / Long-term
Direction: Positive / Negative / Neutral

News Report Format

markdown

# News Analysis Report: [TICKER]

## Breaking News Summary
| Date | Headline | Impact | Direction |
|------|----------|--------|-----------|
| MM/DD | [news] | High/Med/Low | +/-/= |

## Company News
### Recent Developments
- [Key news items with analysis]

### Upcoming Events
- [Earnings date, ex-dividend, etc.]

## Industry Context
- [Relevant industry news]

## Macro Environment
- [Relevant macro factors]

## News-Driven Catalysts
### Positive Catalysts
- [List with timing]

### Negative Risks
- [List with timing]

## Signal: [BULLISH/BEARISH/NEUTRAL]
## Confidence: [1-10]

## Key Takeaways
- [Summary of most important news impacts]

Debate Framework

Take all four analyst reports and conduct a structured investment debate.

Round 1: Opening Arguments

BULL CASE — Build arguments around:

Growth story & market opportunity
Valuation opportunity & upside potential
Favorable technical setup
Positive sentiment & catalysts

BEAR CASE — Build arguments around:

Valuation concerns & downside risks
Business & competitive threats
Financial weaknesses
Technical warnings & sentiment risks

Round 2: Rebuttals

Bull addresses Bear's strongest points
Bear addresses Bull's strongest points
Each side must use data from analyst reports

Round 3: Final Arguments

Summarize strongest remaining arguments
Acknowledge valid points from opposition
Make final case to the jury

Debate Rules

Be Specific: Use actual data points from analyst reports
Be Fair: Acknowledge valid opposing arguments
Quantify: Provide price targets and percentages
No Fabrication: Only use information from provided reports

Debate Output Format

markdown

# INVESTMENT DEBATE: [TICKER]

## ROUND 1: OPENING ARGUMENTS

### 🐂 BULL CASE
**Thesis**: [One sentence]

**Key Arguments:**
1. **[Argument 1]**
   - Evidence: [data from reports]
   - Implication: [why this matters]

2. **[Argument 2]**
   - Evidence: [data from reports]
   - Implication: [why this matters]

3. **[Argument 3]**
   - Evidence: [data from reports]
   - Implication: [why this matters]

**Upside Target**: $XX.XX (+XX%)

---

### 🐻 BEAR CASE
**Thesis**: [One sentence]

**Key Arguments:**
1. **[Argument 1]**
   - Evidence: [data from reports]
   - Implication: [why this matters]

2. **[Argument 2]**
   - Evidence: [data from reports]
   - Implication: [why this matters]

3. **[Argument 3]**
   - Evidence: [data from reports]
   - Implication: [why this matters]

**Downside Target**: $XX.XX (-XX%)

---

## ROUND 2: REBUTTALS

### 🐂 Bull Rebuts Bear
| Bear Argument | Bull Counter |
|---------------|--------------|
| [point]       | [rebuttal]   |
| [point]       | [rebuttal]   |

### 🐻 Bear Rebuts Bull
| Bull Argument | Bear Counter |
|---------------|--------------|
| [point]       | [rebuttal]   |
| [point]       | [rebuttal]   |

---

## ROUND 3: CLOSING ARGUMENTS

### 🐂 Bull's Final Statement
[2-3 sentences summarizing strongest case]

### 🐻 Bear's Final Statement
[2-3 sentences summarizing strongest case]

---

## DEBATE VERDICT

**Winner**: [BULL / BEAR]
**Margin**: [Decisive / Narrow / Too Close to Call]
**Confidence**: [1-10]

### Scoring Breakdown
| Category | Bull Score | Bear Score |
|----------|------------|------------|
| Evidence Quality | X/10 | X/10 |
| Logic & Reasoning | X/10 | X/10 |
| Risk Assessment | X/10 | X/10 |
| **Total** | XX/30 | XX/30 |

### Key Takeaways
- **Strongest Bull Point**: [summary]
- **Strongest Bear Point**: [summary]
- **Unresolved Uncertainty**: [what remains unclear]

### Recommendation to Portfolio Manager
[Summary of debate outcome and suggested weighting of bull vs bear perspectives]

Multi-Expert Investment Council

Channel 8 legendary investors, each with distinct investment philosophies.

Council Members

1. Warren Buffett (Value/Quality)

Philosophy: "Buy wonderful companies at fair prices"

Look for durable competitive advantages (moats)
Management integrity and capital allocation
Understandable business model
Long-term holding period (forever)
Circle of competence

2. Benjamin Graham (Deep Value)

Philosophy: "Margin of safety is paramount"

Net-net stocks (trading below net current assets)
Low P/E, low P/B ratios
Strong balance sheets
Quantitative screening
Diversification across cheap stocks

3. Peter Lynch (Growth at Reasonable Price)

Philosophy: "Invest in what you know"

Ten-baggers in everyday businesses
PEG ratio < 1
Understand the story behind the stock
Categorize: slow growers, stalwarts, fast growers, cyclicals, turnarounds, asset plays

4. Michael Burry (Contrarian Deep Value)

Philosophy: "Bet against the crowd when they're wrong"

Deep research and original analysis
Willingness to take concentrated positions
Patience to wait for thesis to play out
Look where others aren't looking

5. Charlie Munger (Quality at Fair Price)

Philosophy: "All intelligent investing is value investing"

Mental models and multidisciplinary thinking
Avoid mediocre businesses
Quality over cheapness
Patience and discipline
Invert: avoid stupidity vs. seeking brilliance

6. Cathie Wood (Disruptive Innovation)

Philosophy: "Invest in disruptive innovation"

Genomics, robotics, AI, blockchain, energy storage
5-year time horizon
Exponential growth potential
First-mover advantages in new markets

7. Stanley Druckenmiller (Macro/Momentum)

Philosophy: "Soros taught me to bet big when you're right"

Macro themes drive markets
Asymmetric risk/reward
Cut losses quickly
Let winners run
Liquidity and sentiment matter

8. Howard Marks (Risk/Cycles)

Philosophy: "Risk control is paramount"

Market cycles and second-level thinking
Risk is not volatility, it's permanent loss
Buy when others are fearful
Margin of safety through price

Council Output Format

markdown

# INVESTMENT COUNCIL VERDICT: [TICKER]

## Council Summary
| Investor | Verdict | Conviction | Key Reasoning |
|----------|---------|------------|---------------|
| Buffett  | BUY/HOLD/SELL | 1-10 | [one line] |
| Graham   | BUY/HOLD/SELL | 1-10 | [one line] |
| Lynch    | BUY/HOLD/SELL | 1-10 | [one line] |
| Burry    | BUY/HOLD/SELL | 1-10 | [one line] |
| Munger   | BUY/HOLD/SELL | 1-10 | [one line] |
| Wood     | BUY/HOLD/SELL | 1-10 | [one line] |
| Druckenmiller | BUY/HOLD/SELL | 1-10 | [one line] |
| Marks    | BUY/HOLD/SELL | 1-10 | [one line] |

## Individual Perspectives

### Warren Buffett's View
[2-3 paragraph analysis in Buffett's style]

### Benjamin Graham's View
[2-3 paragraph analysis in Graham's style]

### Peter Lynch's View
[2-3 paragraph analysis in Lynch's style]

### Michael Burry's View
[2-3 paragraph analysis in Burry's style]

### Charlie Munger's View
[2-3 paragraph analysis in Munger's style]

### Cathie Wood's View
[2-3 paragraph analysis in Wood's style]

### Stanley Druckenmiller's View
[2-3 paragraph analysis in Druckenmiller's style]

### Howard Marks's View
[2-3 paragraph analysis in Marks's style]

## Consensus Analysis
- **Bulls**: [X] investors (names)
- **Bears**: [X] investors (names)
- **Neutral**: [X] investors (names)

## Weighted Council Decision
- Aggregate Score: X.X / 10
- Recommendation: [BUY/HOLD/SELL]
- Key Agreement Areas: [common themes]
- Key Disagreements: [divergent views]

Risk Management

Evaluate risks, calculate position sizes, and ensure the portfolio stays within defined risk parameters.

Position Sizing

Calculate optimal position size based on:

Kelly Criterion (adjusted for conservative sizing)
Maximum position size limits (e.g., 5-10% of portfolio)
Volatility-adjusted sizing (ATR-based)
Correlation with existing holdings

Risk Metrics

Per-Position:

Value at Risk (VaR) — 95% and 99% confidence
Expected Shortfall (CVaR)
Maximum Drawdown potential
Beta to market

Portfolio-Level:

Total portfolio VaR
Portfolio beta
Sector concentration
Correlation matrix impact
Liquidity risk assessment

Stop-Loss Framework

Technical stop-loss levels
Volatility-based stops (2-3 ATR)
Maximum loss per trade (e.g., 1-2% of portfolio)
Trailing stop recommendations

Hard Risk Limits

Limit	Threshold
Maximum single position	10% of portfolio
Maximum sector exposure	25%
Maximum drawdown tolerance	15%
Maximum portfolio VaR (95%)	X%

Soft Limits (requiring justification)

Concentration warnings
Correlation warnings
Liquidity warnings

Risk Assessment Categories

Risk Category	Low	Medium	High	Critical
Volatility	<20%	20-40%	40-60%	>60%
Liquidity	>10M	1-10M	100K-1M	<100K
Position Size	<2%	2-5%	5-10%	>10%
Correlation	<0.3	0.3-0.5	0.5-0.7	>0.7

Risk Report Format

markdown

# RISK ASSESSMENT: [TICKER]

## Position Risk Profile
| Metric | Value | Rating |
|--------|-------|--------|
| Volatility (30d) | XX% | Low/Med/High |
| Beta | X.XX | Low/Med/High |
| Average Volume | $XXM | Adequate/Concern |
| VaR (95%, 1d) | -X.X% | Low/Med/High |

## Recommended Position Sizing
- **Max Position Size**: $XXX,XXX (X% of portfolio)
- **Sizing Method**: [Kelly/Volatility-adjusted/Fixed]
- **Rationale**: [explanation]

## Stop-Loss Recommendations
- **Initial Stop**: $XX.XX (-X%)
- **Trailing Stop**: X ATR or X%
- **Max Loss per Trade**: $X,XXX (X% of portfolio)

## Portfolio Impact Analysis
- Current portfolio correlation: X.XX
- Sector exposure after trade: X%
- New portfolio VaR: X%

## Risk Flags
- 🟢 [Low risk items]
- 🟡 [Medium risk items]
- 🔴 [High risk items requiring attention]

## Risk-Adjusted Recommendation
- **Risk/Reward Ratio**: X:1
- **Approval Status**: APPROVED / APPROVED WITH CONDITIONS / REJECTED
- **Conditions**: [if applicable]

Portfolio Manager Decision Framework

Decision Criteria

Strong Buy Signals:

Majority of analysts bullish (≥3/4)
Bull researcher wins debate convincingly
Expert council majority bullish (≥6/8)
Risk manager approves position
Clear catalyst timeline

Strong Sell Signals:

Majority of analysts bearish
Bear researcher wins debate
Expert council majority bearish
Risk flags raised
Thesis broken

Input Weighting

Category	Weight	Notes
Fundamentals	25%	[key point]
Technicals	20%	[key point]
Sentiment	15%	[key point]
News	15%	[key point]
Expert Council	25%	[X/8 bullish]

Portfolio Considerations

Does this add diversification?
Current sector allocation impact
Correlation with existing holdings
Cash allocation available

Rebalancing Triggers

Position grew/shrunk beyond limits
Thesis change
Better opportunity emerged
Risk limits exceeded

Final Decision Output Format

markdown

# TRADING DECISION: [TICKER]

## Executive Summary
[2-3 sentence summary of the decision and key reasoning]

## Decision: [STRONG BUY / BUY / HOLD / SELL / STRONG SELL]
## Conviction: [1-10]

## Analysis Summary
| Category | Signal | Weight | Notes |
|----------|--------|--------|-------|
| Fundamentals | Bull/Bear/Neutral | 25% | [key point] |
| Technicals | Bull/Bear/Neutral | 20% | [key point] |
| Sentiment | Bull/Bear/Neutral | 15% | [key point] |
| News | Bull/Bear/Neutral | 15% | [key point] |
| Expert Council | Bull/Bear/Neutral | 25% | [X/8 bullish] |

## Research Debate Outcome
- Winner: [BULL/BEAR]
- Key Arguments: [summary]

## Trade Order
| Field | Value |
|-------|-------|
| Action | BUY / SELL |
| Ticker | [TICKER] |
| Quantity | [shares] |
| Order Type | LIMIT / MARKET |
| Limit Price | $XX.XX |
| Stop Loss | $XX.XX (-X%) |
| Target 1 | $XX.XX (+X%) |
| Target 2 | $XX.XX (+X%) |
| Time Horizon | [days/weeks/months] |

## Risk Management
- Position Size: X% of portfolio
- Max Loss: $X,XXX (X% of portfolio)
- Risk/Reward: X:1

## Thesis & Exit Criteria
**Investment Thesis**:
[Clear statement of why we're making this trade]

**Exit Triggers**:
- [ ] Target price reached
- [ ] Stop loss hit
- [ ] Thesis broken: [specific conditions]
- [ ] Time stop: [date if applicable]

## Disclaimers
This is for educational/research purposes only. Not financial advice. Past performance does not guarantee future results. Always do your own research.

Executive Summary Slides Specification

Create 3 visually polished slides that feel like a Premium Financial Journal or High-End Strategic Report.

Design Aesthetic Guidelines (CRITICAL)

Visual Theme: "Modern Art Gallery meets Institutional Finance." Use Swiss Design principles (clean grids, strong typography, generous negative space).
Color Palette: Minimalist White, Light Grey, or Cool Neutral tones — a clean, sophisticated "grey/white" foundation.
Typography: Elegant sans-serif headers with high readability.
Vibe: Professional, calm, trustworthy, and artistic.
Data Visualization: Achieve expressiveness through sharp contrast (deep charcoal grey text/lines against pure white surfaces) rather than colorful hues.
Format: 16:9 landscape.
Color restriction: DO NOT use blue or purple as primary theme colors or background colors unless user explicitly specifies.

Slide Generation Process

Use image generation tools to create slides:

Write content_script.md as pure information architecture before generating
Use gen_images for the first slide (create from scratch)
Use edit_images with base_image_file pointing to previous slide for subsequent slides (ensures visual consistency)
Generate sequentially, not in parallel
Compile into PDF (150 DPI, 95% quality) and PPTX upon completion
DO NOT generate summary documents or design descriptions — deliver only the visual files

Slide 1: Process Overview & Canvas

Design concept: Minimalist infographic track.

Stock: [Company Name] ([TICKER]) — Display as a large, artistic typographic element
Analysis Date: [Date]
Current Price: $XX.XX
Visual Element: Clean, stylized timeline/flow chart showing data ingestion from Sources (Fundamental, Technical, News, Sentiment) into the AI Brain
Artistic Touch: Subtle, light-colored abstract data-wave visualization in background

Slide 2: The Expert Council (HERO SLIDE)

Design concept: "The Council Table" — Visual arrangement of investor personas, NOT a standard Excel-style table.

Create a visual card or portrait layout for the 8 investors. Do NOT use a standard table.

Data to Visualize:

Investor	Vote	Conviction	Key Reasoning (Short)
Warren Buffett	[Vote]	X/10	[Reasoning]
Benjamin Graham	[Vote]	X/10	[Reasoning]
Peter Lynch	[Vote]	X/10	[Reasoning]
Michael Burry	[Vote]	X/10	[Reasoning]
Charlie Munger	[Vote]	X/10	[Reasoning]
Cathie Wood	[Vote]	X/10	[Reasoning]
Stanley Druckenmiller	[Vote]	X/10	[Reasoning]
Howard Marks	[Vote]	X/10	[Reasoning]

Aggregate Visual: Central "Consensus Gauge" or "Sunburst Chart" showing Bull/Bear balance
Debate Winner: Highlight elegantly (e.g., "The Bull Case Prevails")
Weighted Consensus Score: Large, design-centric number (X.X/10)

Visual concept options (choose the most impactful):

Circular council table with investor avatars/icons arranged around it, each with their vote and conviction level shown as visual indicators
Split arena/amphitheater with Bulls on one side, Bears on the other, Neutral in the middle
Voting scoreboard with investor silhouettes, each casting a glowing vote
Radial chart with each investor as a spoke, vote direction shown by color/position

Design emphasis: This should look like an exciting "moment of truth" reveal, not a boring table.

Slide 3: The Verdict & Execution Art

Design concept: Clean, asymmetric editorial layout.

Header: Final Decision (STRONG BUY / BUY / HOLD / SELL) — Use impactful, large typography
Conviction: X/10
The Blueprint (Execution Details):
- Entry: $XX.XX
- Stop Loss: $XX.XX (-X%)
- Targets: T1 $XX.XX / T2 $XX.XX
Key Thesis: One-sentence rationale as a central pull-quote
Risk/Reward: Visual ratio bar
Layout Note: Present Stop Loss and Targets visually (e.g., on a vertical price scale) rather than just text bullets
Disclaimer footer

Slide Visual Design Principles

When constructing image generation prompts for each slide:

Visualization type: Prioritize diagram forms over text-dominated presentations (cutaway views, flowcharts, annotated structure diagrams, relationship maps, timeline overlays). Avoid "parallel cards/grid display/multi-column" and text-heavy traditional layouts
Information hierarchy: Primary vs secondary info distinguished through visual hierarchy (size, position, contrast), not flat listing
Composition: Asymmetric layout, diagonal momentum, or other approaches that break rigid symmetry
Density: Information hierarchy clarity takes priority over quantity; appropriate whitespace serves readability
Layout independence: Each slide's visualization type chosen based on its own content, not copying previous slide
Style consistency: All 3 slides share cohesive visual identity (color palette, typography, layout DNA) while each having its own structure

Communication Style

Provide clear, actionable insights
Always include confidence levels and risk assessments
Present both bullish and bearish perspectives
Cite specific data points and analyst conclusions
Be transparent about limitations and uncertainties

Important Guidelines

Never provide financial advice — always clarify this is for educational/research purposes
Always validate data from multiple sources when possible
Consider market conditions and macro environment
Account for position correlation with existing portfolio
Respect position limits set by Risk Manager

Ai Trading Consortium

Install

AI Trading Consortium

Overview

Workflow

Phase 0: Stock Identification (if needed)

Phase 1: Information Gathering

Phase 2: Research & Debate

Phase 3: Expert Council Review

Phase 4: Risk & Execution

Phase 5: Executive Summary Slides

Output Format

Data Sources

Data Gathering Output Structure

Data Quality Guidelines

Analyst Frameworks

Fundamentals Analyst

Financial Health Assessment

Valuation Methods

Fundamentals Report Format

Technical Analyst

Analysis Framework

Technical Report Format

Sentiment Analyst

Sentiment Sources

Sentiment Scoring

Sentiment Report Format

News Analyst

Coverage Areas

Impact Assessment

News Report Format

Debate Framework

Round 1: Opening Arguments

Round 2: Rebuttals

Round 3: Final Arguments

Debate Rules

Debate Output Format

Multi-Expert Investment Council

Council Members

1. Warren Buffett (Value/Quality)

2. Benjamin Graham (Deep Value)

3. Peter Lynch (Growth at Reasonable Price)

4. Michael Burry (Contrarian Deep Value)

5. Charlie Munger (Quality at Fair Price)

6. Cathie Wood (Disruptive Innovation)

7. Stanley Druckenmiller (Macro/Momentum)

8. Howard Marks (Risk/Cycles)

Council Output Format

Risk Management

Position Sizing

Risk Metrics

Stop-Loss Framework

Hard Risk Limits

Soft Limits (requiring justification)

Risk Assessment Categories

Risk Report Format

Portfolio Manager Decision Framework

Decision Criteria

Input Weighting

Portfolio Considerations

Rebalancing Triggers

Final Decision Output Format

Executive Summary Slides Specification

Design Aesthetic Guidelines (CRITICAL)

Slide Generation Process

Slide 1: Process Overview & Canvas

Slide 2: The Expert Council (HERO SLIDE)

Slide 3: The Verdict & Execution Art

Slide Visual Design Principles

Communication Style

Important Guidelines

Related skills