fundamental-analyst

Analyzes industry structure, governance, economic moats, and products into structured qualitative research findings.

Updated May 9, 2026
One-click install
npx skills add https://github.com/122yjs/invest_harness --skill fundamental-analyst-122yjs
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fundamental-analyst
Source: https://github.com/122yjs/invest_harness/tree/main/plugins/vertical-plugins/invest-research/skills/fundamental-analyst
Command: npx skills add https://github.com/122yjs/invest_harness --skill fundamental-analyst-122yjs

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Producing consistent, evidence-backed qualitative research on a listed company—covering industry structure, management quality, economic moats, and product competitiveness—requires gathering disclosures, peer data, and governance records into one reproducible findings document. ## Core Features & Use Cases - Industry & Competitive Analysis: Classifies the industry, sizes the market, compares 3-5 competitors on margins and valuation multiples, and scores Porter's Five Forces. - Governance & Moat Assessment: Evaluates management track record, capital allocation, board independence, and assigns a Wide/Narrow/No Moat rating with quantitative support (ROIC, ROE, FCF margin persistence). - Evidence Ledger Integration: Appends every claim to a dual-format evidence ledger (Markdown table plus JSONL) with role-prefixed IDs and a verification log block for downstream report rendering. - Use Case: Ask for a fundamental analysis of a Korean-listed company; the skill pulls DART disclosures via korea-stock tools, compares global peers via yfinance, and writes structured findings to the workspace. ## Quick Start Run a fundamental analysis of ticker CSTM covering industry, governance, moat, and products, and save the findings to the active workspace.

Frequently Asked Questions about fundamental-analyst

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze a company's economic moat systematically?▼

Check quantitative persistence of ROIC, ROE, operating margin, and FCF margin over 5-10 years, then evaluate seven moat types (scale economies, network effects, switching costs, brand, IP, regulation, cost advantage) as present, absent, or uncertain. Assign a final Wide, Narrow, No Moat, or Unclear rating backed by multiple linked reasons.

How to compare competitors in an equity research report?▼

Select 3-5 peers and compare market share, revenue growth, operating margin, PER, PBR, EV/EBITDA, and core strengths in a single table. Verify the same reporting period, currency, and accounting standard across companies, and mark missing figures as data insufficient rather than estimating.

Can this skill analyze Korean-listed companies with official disclosures?▼

Yes, for Korean listings it uses korea-stock tools or direct DART/KRX APIs: get_corp_code for identification, get_disclosure_list for event searches, get_disclosure for filing sections, and get_stock_base_info for share structure. Global peers fall back to yfinance and web search.

What data sources does fundamental equity research prioritize?▼

Official filings, annual reports, and investor presentations come first, followed by government statistics and industry associations, then reputable financial data platforms. Every qualitative judgment must record its source and observation date.

What are the limitations of qualitative moat and governance analysis?▼

Unverified facts are never estimated; the output uses fixed markers like official source unconfirmed or data insufficient. Five Forces and moat ratings avoid definitive claims, and the findings contain no investment conclusions or buy/sell opinions, which belong to the downstream report synthesizer.