skills.rest
sixteen-dev
sixteen-devOFFICIAL
Explore all skills by this author →
Website𝕏@sixteen_devGitHub

obai-fundamentals

Retrieves financial statements, valuation ratios, analyst estimates, and SEC filings via the OBaI fundamentals MCP server.

11|6|Updated Mar 18, 2026
Search Tags:#mcp#fundamental analysis#equity research#financial statements#sec filings#valuation ratios#analyst estimates
One-click install
npx skills add https://github.com/sixteen-dev/obai --skill obai-fundamentals-sixteen-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: obai-fundamentals
Source: https://github.com/sixteen-dev/obai/tree/main/skills/obai-fundamentals
Command: npx skills add https://github.com/sixteen-dev/obai --skill obai-fundamentals-sixteen-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Analysts and investors need quick, structured access to company fundamentals without manually digging through filings, spreadsheets, and data terminals. This Skill routes fundamental analysis questions to the right MCP tools and returns sourced, dated financial data. ## Core Features & Use Cases - Valuation & Metrics: Retrieve P/E, P/B, EV/EBITDA, ROE, margins, and debt ratios through a dedicated valuation metrics tool. - Statements, Filings & Insider Data: Pull income statements, balance sheets, cash flow statements, SEC filings (10-K, 10-Q, 8-K), insider trades, and revenue segment breakdowns. - Analyst Outlook: Access EPS and revenue forecasts, price target consensus, and buy/hold/sell ratings. - Use Case: Ask for a fundamental analysis of a stock and receive a structured thesis with valuation, profitability, leverage, analyst expectations, and cited sources. ## Quick Start Ask the assistant to run a fundamental analysis on a ticker, for example: "Analyze AAPL's valuation, margins, and analyst price targets using the fundamentals tools."

Frequently Asked Questions about obai-fundamentals

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

FAQPage Schema
How do I get a stock's P/E ratio and valuation metrics?▼

Ask for the valuation metrics of a ticker and the Skill calls fundamentals_get_valuation_metrics_tool, which returns P/E, P/B, P/S, EV/EBITDA, ROE, ROA, margins, and debt ratios. For valuation-only questions, this single tool is sufficient.

How do I find analyst price targets and ratings for a stock?▼

Request the analyst outlook for a ticker and the Skill calls fundamentals_get_analyst_outlook_tool. It returns EPS and revenue forecasts, price target consensus, and the buy/hold/sell rating distribution.

Can I retrieve SEC filings like 10-K and 10-Q reports?▼

Yes, the fundamentals_get_sec_filings_tool retrieves 10-K, 10-Q, 8-K, and other SEC filings for a company. Insider transactions and quarterly insider buy/sell ratios are available through separate insider trading tools.

What happens when a fundamentals tool call fails or data is missing?▼

The Skill marks the output with [DATA UNAVAILABLE: reason] and continues with whatever data remains. It does not retry failed calls because the MCP server handles retries internally, and it never fabricates numbers.

Does the fundamentals education search tool always work?▼

No, fundamentals_search_education_tool is only registered when the server runs with QDRANT_ENABLED=true, which is disabled by default. If it is absent, the Skill explains concepts from general knowledge and notes that no education corpus was used.

Related Skills

Explore More Finance & Accounting Skills→
atro2829-hubatro2829-hub

finance

Retrieve financial market data, company fundamentals, and news for investment research.

Community
Intermediate
writerwriter
6

investment-policy-mapping

Map client portfolios against Investment Policy Statements to verify compliance.

Official
Advanced
executiveusaexecutiveusa

equity-research

Combine IBES consensus, fundamentals, prices, and macro data into equity research snapshots.

Community
Advanced
martineseriosmartineserios
3

gsheets

Read, write, create, list, and share Google Sheets via MCP.

Community
Intermediate