paulandClaude Opus 4.8
73e93e7cb4
Set up OpenSpec spec-driven workflow and fully specify the first change, stock-deep-evaluation: a Next.js/TS app for thorough single-stock evaluation (valuation reasoning, macro factors, entry/exit points, stop-loss) with a pluggable data layer and Claude analysis agent. Includes proposal, design, specs (market-data, equity-evaluation, analysis-agent, evaluation-app), tasks, and the DE gold-standard example. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
3.9 KiB
3.9 KiB
Why
Retail and semi-professional investors lack a single tool that turns raw market data into a clear, defensible thesis on whether an NYSE/Nasdaq-listed company is over- or undervalued, why, and how to act on it. Existing screeners show numbers but not judgment; existing chat tools give judgment but aren't wired to live fundamentals, technicals, and macro context. This change delivers the foundation: a web app that, given a single ticker, produces a thorough, agent-written evaluation covering valuation drivers, macro factors, entry/exit points, and stop-loss levels — with a data layer and agent interface designed to grow.
What Changes
- Introduce a Next.js + TypeScript web app where a user searches a single NYSE/Nasdaq ticker and receives a full evaluation report.
- Introduce a pluggable market-data layer: a
DataProviderinterface plus a default free-tier provider, returning normalized company fundamentals, price history, and technical indicators. Paid providers can be swapped in later with no changes to consumers. - Introduce an equity-evaluation engine that computes and explains: valuation (the specific reasons a company looks over- or undervalued), relevant macro factors affecting the stock, candidate entry and exit points, and suggested stop-loss levels.
- Introduce a pluggable analysis-agent layer backed by Claude via the Anthropic SDK (bring-your-own API key) that synthesizes the structured data into a written investment thesis and the reasoning behind each recommendation.
- Scope v1 to single-ticker deep evaluation. Watchlist monitoring, alerts, and multi-ticker dashboards are explicitly deferred to later changes.
Capabilities
New Capabilities
market-data: A provider-agnostic data layer. Defines theDataProviderinterface and normalized data models (company profile, fundamentals/financials, price history, computed technical indicators), plus a default free-tier implementation and configuration for selecting a provider.equity-evaluation: The core analysis engine. Derives valuation signals and the reasons behind over/undervaluation, identifies macro factors affecting the stock, and computes candidate entry/exit points and stop-loss levels from price and volatility data. Produces a structured evaluation object consumed by the agent and UI.analysis-agent: A provider-agnostic agent interface with a default Claude (Anthropic SDK) implementation. Takes the structured evaluation as context and produces a written thesis: the over/undervalued argument, macro narrative, and entry/exit/stop-loss rationale. Handles API-key configuration and graceful degradation when no key is present.evaluation-app: The Next.js web application shell and UI. Ticker search, request orchestration (data → evaluation → agent), and the report view that presents fundamentals, valuation reasoning, macro factors, a price chart with marked entry/exit/stop-loss levels, and the agent's written thesis.
Modified Capabilities
Impact
- New project scaffold: Next.js + TypeScript app, Tailwind for UI, a charting library (e.g. Recharts) for price/technical visualization.
- New dependencies:
@anthropic-ai/sdkfor the analysis agent; an HTTP client and one free-tier market-data provider SDK/endpoint for the default provider. - Configuration/secrets: environment variables for the market-data API key(s) and the Anthropic API key; both treated as bring-your-own and never committed.
- External services: one market-data API (rate-limited free tier by default) and the Anthropic API. Both isolated behind interfaces so cost/provider choices can change without touching evaluation or UI code.
- Not affected / deferred: persistence, user accounts, watchlists, real-time streaming, alerting, and backtesting are out of scope for this change.