Financial Analysis Agent
Analyzes financial statements, identifies trends, and generates reports to inform investment decisions using Qodex-AI's data expertise.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add financial-analysis-agent npx -- -y @trustedskills/financial-analysis-agent
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"financial-analysis-agent": {
"command": "npx",
"args": [
"-y",
"@trustedskills/financial-analysis-agent"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
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.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
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| Snyk | Pass |
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Passed automated security scans.