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Agent Development · Data Analysis · Business / AGENT SKILL
financial-analysis-agent
0
Build agents for financial analysis, investment research, and portfolio management.
Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.
Understand the trade-offs.
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Original instructions from the publisher’s SKILL.md
# 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](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](examples/technical_analyzer.py) for `TechnicalAnalyzer`: - Moving averages calculation - Relative Strength Index (RSI) - Support and resistance level identification ### Fundamental Analysis See [examples/fundamental_analyzer.py](examples/fundamental_analyzer.py) for `FundamentalAnalyzer`: - Profitability ratios (gross margin, operating margin, net margin, ROA, ROE) - Valuation ratios (PE, PB, PEG, price-to-sales) - Liquidity ratios (current ratio, quick ratio, debt-to-equity) ### Risk Assessment See [examples/risk_analyzer.py](examples/risk_analyzer.py) for `RiskAnalyzer`: - Volatility calculation - Value at Risk (VaR) assessment - Sharpe Ratio calculation - Company risk assessment ## Investment Recommendations See [examples/investment_recommender.py](examples/investment_recommender.py) for `InvestmentRecommender`: - Generates recommendations (Strong Buy, Buy, Hold, Sell, Strong Sell) - Calculates investment scores based on technical and fundamental signals - Provides confidence levels and risk assessments ## Portfolio Management See [examples/portfolio_manager.py](examples/portfolio_manager.py) for `PortfolioManager`: - Calculate portfolio total value - Rebalance portfolio based on target allocations - Assess portfolio risk and volatility ## Market Intelligence Build market intelligence capabilities by: - Analyzing overall market trends and sector performance - Calculating market volatility indices - Fetching economic indicators - Identifying undervalued, growth, and dividend opportunities ## Best Practices ### Analysis Quality - ✓ Use multiple data sources - ✓ Cross-validate findings - ✓ Document assumptions - ✓ Consider time horizons - ✓ Account for fees and taxes ### Risk Management - ✓ Assess downside risk - ✓ Implement stop losses - ✓ Diversify appropriately - ✓ Position size accordingly - ✓ Review regularly ### Ethical Considerations - ✓ Disclose conflicts of interest - ✓ Avoid market manipulation - ✓ Base recommendations on analysis - ✓ Update recommendations regularly - ✓ Acknowledge limitations ## Tools & Data Sources ### Data APIs - yfinance - Alpha Vantage - IEX Cloud - Polygon.io - Yahoo Finance ### Analysis Libraries - pandas - NumPy - scikit-learn - TA-Lib - statsmodels ## Getting Started 1. Collect financial data 2. Perform technical analysis 3. Analyze fundamentals 4. Assess risks 5. Generate recommendations 6. Monitor positions 7. Rebalance periodically