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.
How do I install this agent skill?
npx skills add https://github.com/qodex-ai/ai-agent-skills --skill financial-analysis-agentIs this agent skill safe to install?
- Gen Agent Trust Hubpass
The financial-analysis-agent skill is a set of Python modules designed for investment research and portfolio management. It uses industry-standard libraries like yfinance and Alpha Vantage to collect and process financial data. No malicious code, data exfiltration, or prompt injection attempts were detected. The skill follows standard programming practices for handling API keys and performing mathematical calculations for financial metrics.
- Socketpass
No alerts
- Snykpass
Risk: LOW · No issues
- Runlayerwarn
8/8 files flagged
- ZeroLeakspass
Score: 93/100 · 2 sections analyzed
What does this agent skill do?
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
How can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/qodex-ai/ai-agent-skills/financial-analysis-agent">View financial-analysis-agent on skillZs</a>