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Financial Analysis Agent

Checked
qodex-ai·vlatest·agents

Analyzes financial statements, identifies trends, and generates reports to inform investment decisions using Qodex-AI's data expertise.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

qodex-ai

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned qodex-ai/ai-agent-skills at 6ea9f00885.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
6ea9f00885
Manifest
skills/financial-analysis-agent/SKILL.md
Scanned
8 files, 666 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

About this skill

What it does

The Financial Analysis Agent enables AI agents to perform investment analysis, risk assessment, and generate data-driven recommendations. It integrates financial data collection from yfinance with technical (moving averages, RSI, support/resistance) and fundamental (profitability, valuation, liquidity ratios) analysis techniques. The agent then provides investment recommendations ranging from "Strong Buy" to "Strong Sell," along with confidence levels and scores based on combined signals, and includes portfolio management capabilities.

When to use it

  • Evaluating potential investments by analyzing financial statements and key metrics.
  • Assessing the risk associated with a specific stock or portfolio using volatility, Value at Risk, and Sharpe Ratio calculations.
  • Generating investment recommendations for a portfolio based on technical and fundamental analysis.
  • Managing an existing portfolio including valuation, rebalancing, and calculating overall risk.
  • Identifying support and resistance levels to inform trading strategies.

Key capabilities

  • Integrates with yfinance for stock data retrieval.
  • Retrieves financial statements (income statement, balance sheet, cash flow).
  • Calculates moving averages.
  • Determines the Relative Strength Index (RSI).
  • Identifies support and resistance levels.
  • Calculates profitability ratios (gross margin, operating margin, net margin, ROA, ROE).
  • Assesses volatility, Value at Risk, and Sharpe Ratio for risk evaluation.
  • Generates investment recommendations (“Strong Buy” through “Strong Sell”).

Example prompts

  • "Analyze Apple's financial statements and provide an investment recommendation."
  • "Calculate the RSI for Tesla stock and identify any support or resistance levels."
  • "Assess the risk of a portfolio containing Microsoft, Amazon, and Google using Value at Risk."
  • "What is the Sharpe Ratio for this portfolio?"

Tips & gotchas

  • The agent relies on data from yfinance; ensure reliable internet connectivity.
  • Investment recommendations are based on the integrated analysis and should be considered alongside other factors.
  • Familiarity with financial terminology (e.g., ROE, Sharpe Ratio) will help you interpret the results effectively.