Meridian Diligence

Plugin meridian-diligence from marketplace meridian-freeman-capital in johnhefreeman-cell/Meridian-Freeman-Capital. Commands read from the repo's manifest — 1 month ago.

Skills (11)

• buy-setup

  Screen names for the pullback-in-an-uptrend entry — close above the 200-day SMA and RSI(14) below 40 — on real daily bars. Use when the user asks what to buy today, about RSI, oversold or pullback entries, a buy signal or buy variable, entry timing on a name they already want, or says "/buy-setup".

• comps

  Build a comparable-company table with EV/Revenue, EV/EBITDA, P/E, growth, margins and Rule of 40. Use when the user asks for comps, a comp table, relative valuation, "how does X trade vs peers", or says "/comps".

• diligence-checklist

  Run the full diligence workup on a ticker by dispatching the parallel research team, then converge results into a memo. Use when the user asks to diligence, research, work up, or fully analyze a name, asks "should we own X", or says "/diligence-checklist".

• dip-orders

  Find dips — close above the 200-day SMA with RSI(14) below 40 — and write buy order tickets limit-priced at that bar's close. Use when the user asks for buy orders, order tickets, what to place, dips or dip buying, or says "/dip-orders".

• earnings-delta

  Compare the latest quarter against the prior quarter and the year-ago quarter to isolate what actually changed. Use when the user asks what changed this quarter, to analyze an earnings print, quarter-over-quarter deltas, or says "/earnings-delta".

• filing-diff

  Diff a filing against the prior period word by word to surface changed risk factors, accounting language, and quietly removed disclosures. Use when the user asks to compare filings, diff a 10-Q or 10-K, find changed language or removed disclosure, or says "/filing-diff".

• mgmt-scorecard

  Score management credibility by scoring guidance against actuals over three years. Use when the user asks whether management is credible or trustworthy, to check guidance vs actuals, a management track record, or says "/mgmt-scorecard".

• narrative

  Capture the consensus narrative, catalyst and institutional view for holdings, sweeping the whole portfolio or named tickers. Use when the user asks why a stock is moving, what the market is saying, what the story is on a name, for a narrative or sentiment sweep, or says "/narrative".

• screen

  Run a quantitative screen against the coverage universe using the fund's quality gates. Use when the user asks to find, screen, or filter for names matching criteria (growth, margin, leverage, valuation, insider ownership), or says "/screen".

• snapshot

  Fast fundamental orientation on a ticker — price, multiples, growth, balance sheet and dilution — to decide whether it deserves real work. Use when the user asks for a quick look, a fundamental snapshot, the basic numbers on a name, "is this worth looking at", or says "/snapshot".

• strength

  Tag every name in the book STRONG or WEAK against its 200-day simple moving average, with distance, the direction of the average, and how long it has held its side. Use when the user asks which stocks are strong or weak, about the 200-day (or 40-week) moving average, trend state, what is above or be

MCP servers (4)

• edgar

  runs: uv run --quiet --with mcp>=2.1.0 --with httpx python mcp/edgar_server.py

• market

  runs: uv run --quiet --with mcp>=2.1.0 --with yfinance>=0.2.40 python mcp/market_server.py

• fred

  runs: uv run --quiet --with mcp>=2.1.0 --with httpx python mcp/fred_server.py

• fetch

  runs: uvx mcp-server-fetch

Similar plugins