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financial-analysis-agent

financial-analysis-agent

github.com/qodex-aiData & databases471.3k installsUpdated 42w ago
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About financial-analysis-agent

financial-analysis-agent is a skill for building agents that assess investments, risks, and portfolios using financial data. It combines technical and fundamental analysis with risk measures to produce scored recommendations.

Key features

  1. 01Collect stock data and financial statements
  2. 02Calculate technical indicators
  3. 03Analyze fundamental ratios
  4. 04Assess volatility, VaR, and Sharpe Ratio
  5. 05Score investment recommendations
  6. 06Value, rebalance, and assess portfolios

Use cases

  1. 01Compare investments using technical and fundamental signals
  2. 02Evaluate company and portfolio risk
  3. 03Generate recommendations with confidence levels
  4. 04Rebalance holdings toward target allocations

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/qodex-ai/ai-agent-skills --skill financial-analysis-agent

After installing, type/financial-analysis-agentin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

examples/
financial_data_collector.py
fundamental_analyzer.py
investment_recommender.py
market_data.py
portfolio_manager.py
risk_analyzer.py
technical_analyzer.py

Details

From the project README

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

  1. Collect financial data
  2. Perform technical analysis
  3. Analyze fundamentals
  4. Assess risks
  5. Generate recommendations
  6. Monitor positions
  7. Rebalance periodically

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