financial-analysis-agent

SKILL.md

Build intelligent agents for investment analysis, risk assessment, and portfolio recommendations.

Integrates financial data collection via yfinance with technical analysis (moving averages, RSI, support/resistance) and fundamental analysis (profitability, valuation, and liquidity ratios)

Includes risk assessment tools covering volatility, Value at Risk, Sharpe Ratio, and company-specific risk evaluation

Generates investment recommendations (Strong Buy through Strong Sell) with confidence levels and investment scores based on combined technical and fundamental signals

Provides portfolio management capabilities including valuation, rebalancing, and risk calculation across holdings

Emphasizes multi-source validation, downside risk assessment, diversification, and ethical disclosure in recommendation workflows

Financial Analysis Agent

Build intelligent financial analysis agents that evaluate investments, assess risks, and generate data-driven recommendations.

Financial Data Integration

See examples/financial_data_collector.py for the FinancialDataCollector class that:

Integrates with yfinance for stock data

Retrieves financial statements (income, balance sheet, cash flow)

Fetches key metrics (market cap, PE ratio, dividend yield, etc.)

Financial Analysis Techniques

Technical Analysis

See examples/technical_analyzer.py for TechnicalAnalyzer:

Moving averages calculation

Relative Strength Index (RSI)

Support and resistance level identification