name: alfred-search-stocks description: > Monitor stock positions for news and signals. Earnings, upgrades, risks. Use when: "check my stocks", "stock news", "any alerts on positions", "stock watch". allowed-tools: Read, Write, Edit, Glob, Grep, WebFetch, WebSearch, mcp__claude-in-chrome__*
Alfred Search: Stocks
Scope: All portfolio positions. Watch for thesis confirmation or invalidation.
Required Context
context/STOCK_POSITIONS.md— actual holdings (tickers, shares, cost basis)context/STOCK_WATCHLIST.md— watch items per ticker, risk signals
Process
1. Check Each Position
For each ticker in portfolio:
- WebSearch: "[TICKER] news today"
- WebSearch: "[TICKER] earnings" (if near earnings date)
- WebSearch: "[TICKER] analyst rating"
- Note any material findings
2. Check Sector News
- WebSearch: "AI semiconductor news today"
- WebSearch: "big tech earnings news"
- WebSearch: "NASDAQ today"
3. Check Risk Factors
Per risk signals in STOCK_WATCHLIST.md:
- WebSearch: "Taiwan China news" (for TSM risk)
- WebSearch: "AI regulation news" (for sector risk)
- WebSearch: "tech antitrust news"
4. Generate Signals
For each finding, classify:
- BUY — positive development supporting thesis
- HOLD — neutral, thesis unchanged
- SELL — thesis broken or major risk
- WATCH — needs monitoring, not actionable yet
Always evaluate news against original thesis. Focus on material news, not noise. Pay more attention to downside risks.
5. Write Report
Output: outputs/YYYY-MM-DD-HHmm-search-stocks.md (local time)
Output Template
STATUS: COMPLETE
# Stock Watch — YYYY-MM-DD
## Signal Summary
- [Headline] — BUY/HOLD/SELL/WATCH — HIGH/MED/LOW — #tags
## Position Signals
| Ticker | Signal | Headline | Action |
|--------|--------|----------|--------|
### Detailed Findings
#### [TICKER] — [Company]
**Signal:** BUY/HOLD/SELL/WATCH
**News:** [Headline]
**Source:** [URL]
**Analysis:** [What this means for thesis]
**Action:** [What to do, if anything]
---
[repeat for each ticker with news]
### No News (Positions Checked)
- [TICKER]: No material news
### Risk Monitor
- [Risk]: [Status] — affects [positions]
### Upcoming Events
- [Date]: [TICKER] — [Event]