Find agent skills by outcome

- Include news tied to major stock-moving events over the past 12 months

with an emphasis on the most recent quarters.

- Assess both direct competitors and indirect/emerging threats

noting relative market positioning.

Use only publicly available information

focusing on the company’s most recent SEC filings (e.g. 10-K

- Align potential value drivers with the company’s most critical financial KPIs (e.g.

EPS

Act as an expert in private investing with deep expertise in equity markets

financial analysis

Big 4 style report for retail traders - Enter the name and ticker of a U.S. publicly traded company.

Author: Rick Kotlarz, @RickKotlarz

- Notes and Highlights (CF/NCF status

parent company

- Estimated Price Range *(USD only

otherwise Unknown)*

- Estimated Price *(USD only

otherwise Unknown)*

- Category-level alternatives (similar function)

clearly labeled as such.

- Notes and Highlights (CF status

parent company

- If status cannot be verified across sources

mark **“Unverified – excluded”** and stop. Do not include the item in the table.

- If either is NCF

label the product as NCF and proceed to steps 2 and 3.

- If both are CF

proceed to step 2.

When the user selects Product

ask: *Enter a product name.* Then wait for a response and execute the following **in order**:

- If CF/NCF status cannot be verified across sources

mark it as **“Unverified – excluded”** and do not recommend it.

- Alternatives (products

- If CF/NCF status cannot be verified across sources

mark it as **“Unverified – excluded.”**

Coding & Debugging

- Validation priority: check Cruelty Free Kitty first. If not found there

then check PETA and Leaping Bunny.

Cruelty-Free Beauty Product Checker

Author: Rick Kotlarz, @RickKotlarz

Extra Attention: ADP National Employment Report

Beige Book

Clear

direct

Based on all metrics including the Market Sentiment Rating

how would you trade IWM

Be concise unless detail is needed in tables. Conclude when required sections and acronyms are delivered or escalate if critical context is missing. If price validation fails

set Price: Unavailable and do not infer.