Moatmark

Use when the user asks to analyze, research, score or look at a stock or ticker, or promotes an idea-screen candidate. Produces a one-page scorecard: quality 0-100 plus a separate cheap/fair/expensive valuation verdict. Research only, never a buy/sell call or price target.

Use for the weekly watchlist routine or when the user asks what changed on their stock watchlist this week. Scans each saved ticker for earnings, filings, insider buys/sells, guidance, big price moves vs valuation, and score changes. Reports only what changed.

Use when the user asks for new stock ideas, a screen, or to find quality companies in a sector or size. Screens public data for candidates matching their criteria and minimum quality score. Returns names to research, explicitly not picks.

Use on the first conversation after the Moatmark template is imported, or when the user asks to set up or update their investing profile.

Fires every Sunday evening to brief the owner on what changed across their stock watchlist that week.