Llmquant Equities

LLMQuant Equities

This category routes equity research, comparison, valuation, catalyst, and sell-discipline workflows.

Routing Rules

• Identify ticker(s), investment horizon, benchmark, and requested deliverable.
• Select the closest workflow below.
• Open only the selected workflow and needed local resources.
• Use LLMQuant Data for filings, prices, fundamentals, ownership, macro, estimates, and events.
• Report data periods, filing dates, observation dates, stale notices, and missing future inputs.

Workflow Index

| User intent | Workflow |

|---|---|

| Score a stock across fundamentals, valuation, technicals, sentiment, and flow. | workflows/five-lens-stock-analysis.md |

| Compare 2-5 stocks or ETFs side by side. | workflows/equity-compare.md |

| Build a full equity research memo. | workflows/equity-research-memo.md |

| Build a catalyst-bound merger-arbitrage memo. | workflows/merger-arb-memo.md |

| Analyze hold versus systematic profit-taking rules. | workflows/take-profit-lab.md |

LLMQuant Data Contract

Prefer LLMQuant Data when available. The workflows may need these data capabilities:

• Retrieve equity prices, returns, market cap, volume, technical indicators, and realized volatility.
• Retrieve company fundamentals, estimates, valuation multiples, peer context, and corporate events.
• Read SEC filings and specific filing sections for business, MD&A, risks, and catalysts.
• Retrieve institutional ownership, top holders, manager concentration, and 13F sponsorship context.

Fallback:

• If fundamentals, estimates, or event feeds are unavailable, name the missing input and continue only with retrieved or user-provided evidence.