Agent skill

fundamentals-analysis

Analyzes a company's fundamental performance, growth drivers, and risks using verified financial data and text evidence. Use this when asked to research a stock's business model, revenue segments, or quarterly performance.

Stars 163
Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/devops/fundamentals-analysis-hck717-fyp-prep

SKILL.md

Fundamentals Analysis

Usage

To perform a fundamental analysis on a company, execute the Python script in this directory.

Command:

bash
python skills/fundamentals/run_analysis.py --ticker <TICKER> --focus "<FOCUS_AREA>" --horizon "<TIME_HORIZON>"

Parameters:

  • ticker: The stock symbol (e.g., AAPL).
  • focus: Specific area to investigate (e.g., "services revenue", "China risks"). Default: "growth drivers".
  • horizon: Time period (e.g., "1 year", "short term"). Default: "1 year".

Output

The script returns a JSON object containing:

  • financials_summary: Quantitative data from the SQL database.
  • drivers: Key growth drivers backed by text evidence.
  • risks: Key risks backed by text evidence.

Example

bash
python skills/fundamentals/run_analysis.py --ticker AAPL --focus "services revenue" --horizon "1 year"

Environment Requirements

  • Python 3.12+
  • Access to research.db SQLite database
  • Neo4j GraphRAG instance running (default: bolt://localhost:7687)
  • Environment variables: NEO4J_URI, NEO4J_USER, NEO4J_PASSWORD (optional, defaults provided)

Didn't find tool you were looking for?

Be as detailed as possible for better results