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fundamentals-analysis

@hck717/FYP-Prep
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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.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name fundamentals-analysis
description 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.
allowed-tools execute_python, execute_bash

Fundamentals Analysis

Usage

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

Command:

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

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)