financial-analysis-agent

Official

Unlock financial insights and strategies.

Authorqodex-ai
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill empowers users to perform in-depth financial analysis, conduct investment research, and manage portfolios, transforming raw financial data into actionable insights.

Core Features & Use Cases

  • Data Integration: Connects to financial data sources like yfinance to fetch stock prices and company financials.
  • Analysis Techniques: Implements technical analysis (moving averages, RSI) and fundamental analysis (profitability, valuation, liquidity ratios).
  • Recommendation Generation: Provides data-driven investment recommendations (Buy, Sell, Hold) with confidence levels.
  • Portfolio Management: Enables portfolio value calculation, rebalancing, and risk assessment.
  • Use Case: An investor can use this Skill to analyze a stock's technical and fundamental health, receive a recommendation, and assess its risk before making an investment decision.

Quick Start

Use the financial-analysis-agent skill to analyze the stock ticker AAPL and provide a buy or sell recommendation.

Dependency Matrix

Required Modules

yfinancepandasnumpyscikit-learnTA-Libstatsmodels

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: financial-analysis-agent
Download link: https://github.com/qodex-ai/ai-agent-skills/archive/main.zip#financial-analysis-agent

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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