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fundamentals-analysis

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Turn numbers into clear growth insights.

Finance & Accounting#SQL#MCP#fundamentals#risk analysis#equity research#growth drivers#GraphRAG
Authorhck717
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines fundamental equity research by combining structured financial data from an MCP SQLite database with unstructured evidence from a knowledge graph. It helps analysts quickly understand growth drivers, revenue mix, and risks.

Core Features & Use Cases

  • Quantitative + Qualitative links: Triangulates SQL-derived financials with narrative evidence from GraphRAG.
  • Driver & Risk Insights: Identifies key growth drivers and material risks with supporting citations.
  • Use Case: Research a stock like AAPL to summarize growth drivers and risks for a one-year horizon.

Quick Start

Run the fundamentals analysis on a ticker, for example: python skills/fundamentals/run_analysis.py --ticker AAPL --focus "services revenue" --horizon "1 year"

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: fundamentals-analysis
Download link: https://github.com/hck717/FYP-Prep/archive/main.zip#fundamentals-analysis

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