financial-analysis-agent
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.
Install
Use with your agent
Install the financial-analysis-agent skill, then use it as build context. Run: npx skills add https://github.com/qodex-ai/ai-agent-skills --skill financial-analysis-agent. Then read the installed skill.md and follow its guidance to build or refactor my project.
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
Fundamental Analysis
See 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 for RiskAnalyzer:
- Volatility calculation
- Value at Risk (VaR) assessment
- Sharpe Ratio calculation
- Company risk assessment
Investment Recommendations
See 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 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
- Collect financial data
- Perform technical analysis
- Analyze fundamentals
- Assess risks
- Generate recommendations
- Monitor positions
- Rebalance periodically