financial-analysis-agent
qodex-ai/ai-agent-skills
Build intelligent agents for financial analysis, investment research, and portfolio management.
What is financial-analysis-agent?
Create agents that evaluate investments, assess risks, and generate data-driven recommendations. Use this skill when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.
- Integrate financial data from yfinance and retrieve financial statements and key metrics
- Perform technical analysis including moving averages, RSI, and support/resistance identification
- Calculate fundamental analysis ratios: profitability, valuation, and liquidity metrics
- Assess investment risk through volatility, Value at Risk, Sharpe Ratio, and company risk evaluation
- Generate investment recommendations with confidence levels and risk assessments
- Manage portfolios including rebalancing and risk assessment
How to install financial-analysis-agent
npx skills add https://github.com/qodex-ai/ai-agent-skills --skill financial-analysis-agent- Python environment with pandas, NumPy, and scikit-learn
- API access to financial data sources (yfinance, Alpha Vantage, IEX Cloud, or Polygon.io)
- Basic understanding of financial analysis concepts and investment terminology
How to use financial-analysis-agent
- 1.Collect financial data using FinancialDataCollector with yfinance integration
- 2.Perform technical analysis with TechnicalAnalyzer to calculate moving averages and RSI
- 3.Run fundamental analysis with FundamentalAnalyzer to compute profitability and valuation ratios
- 4.Assess risk using RiskAnalyzer to calculate volatility and Value at Risk metrics
- 5.Generate recommendations with InvestmentRecommender based on technical and fundamental signals
- 6.Use PortfolioManager to calculate portfolio value, rebalance positions, and assess overall risk
- 7.Monitor positions regularly and update recommendations as market conditions change
Use cases
- Build a robo-advisor that analyzes stocks and generates buy/sell/hold recommendations
- Create a portfolio tracker that monitors positions and suggests rebalancing based on target allocations
- Develop market intelligence tools that identify undervalued, growth, and dividend opportunities
- Analyze sector performance and overall market trends for investment decisions
- Assess risk metrics for individual securities and entire portfolios
- Investment analysts and portfolio managers
- FinTech developers building robo-advisors or portfolio tools
- Financial engineers developing quantitative analysis systems
- Individual investors seeking automated analysis and recommendations
financial-analysis-agent FAQ
The skill integrates with yfinance by default and supports Alpha Vantage, IEX Cloud, and Polygon.io through configurable API connections for stock data, financial statements, and market indicators.
The skill provides analysis and recommendations, but you should validate findings independently, understand limitations, disclose conflicts of interest, and implement proper risk management before using recommendations for actual trading.
Technical analysis (moving averages, RSI, support/resistance), fundamental analysis (profitability, valuation, liquidity ratios), risk assessment (volatility, VaR, Sharpe Ratio), and portfolio management (rebalancing, risk evaluation).
InvestmentRecommender generates ratings (Strong Buy to Strong Sell) by calculating investment scores from technical and fundamental signals, then provides confidence levels and risk assessments.
The skill includes volatility calculation, Value at Risk assessment, portfolio diversification analysis, position sizing guidance, and regular review capabilities to manage downside risk.
Full instructions (SKILL.md)
Source of truth, from qodex-ai/ai-agent-skills.
name: financial-analysis-agent description: 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.
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
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