Skill: company-brief
Purpose
Build a comprehensive company brief combining multiple EODHD data sources into a single actionable snapshot. Covers company profile, financial fundamentals, recent news with sentiment, insider activity, and key valuation/growth metrics.
Trigger
Activate when the user asks for:
- Company overview, profile, or "tell me about [ticker]"
- Stock summary or investment brief
- Company fundamentals with context
- "What does [company] do?" with financial data
- Quick due diligence on a ticker
Workflow
- Identify the ticker — resolve to
TICKER.EXCHANGE format (e.g., AAPL.US)
- Fetch fundamentals —
fundamentals endpoint for profile, valuation, financials
- Fetch recent prices —
eod endpoint for last 30-90 days of price history
- Fetch news —
news endpoint (limit 10) for recent headlines and sentiment
- Fetch sentiment —
sentiment endpoint for daily sentiment scores
- Fetch insider activity —
insider-transactions endpoint for recent insider trades
- Compile brief using the structure below
Output Structure
[Company Name] (TICKER.EXCHANGE) — Company Brief
Profile
- Sector, Industry, Country, Exchange
- Market Cap, Enterprise Value
- Employees, IPO Date
- Business description (2-3 sentences)
Valuation Snapshot
| Metric |
Value |
| P/E (TTM) |
— |
| Forward P/E |
— |
| P/S |
— |
| P/B |
— |
| EV/EBITDA |
— |
| Dividend Yield |
— |
Financial Highlights (TTM)
- Revenue, Net Income, EPS
- Revenue Growth YoY
- Gross Margin, Operating Margin, Net Margin
- ROE, ROA, ROIC
Price Action (last 30 days)
- Current price, 30d change %
- 52-week high/low, distance from highs
Recent News & Sentiment
- Top 5 headlines with dates and sentiment scores
- Average sentiment trend
Insider Activity
- Recent insider buys/sells (last 90 days)
- Net insider sentiment (buying vs selling)
Key Takeaways
- 3-5 bullet points summarizing the investment picture
This is not financial advice. Data is for informational purposes only.
Endpoints Used
| Endpoint |
Purpose |
Cost |
fundamentals |
Profile, valuation, financials |
10 calls |
eod |
Price history |
1 call |
news |
Recent headlines + sentiment |
5 + 5/ticker |
sentiment |
Daily sentiment scores |
5 + 5/ticker |
insider-transactions |
Insider trading activity |
1 call |
References
../eodhd-api/references/endpoints/fundamentals-data.md../eodhd-api/references/endpoints/historical-stock-prices.md../eodhd-api/references/endpoints/company-news.md../eodhd-api/references/endpoints/sentiment-data.md../eodhd-api/references/endpoints/insider-transactions.md../eodhd-api/references/general/fundamentals-api.md
1---2name: company-brief3description: Generate a comprehensive company snapshot using EODHD data — profile, fundamentals, recent news, sentiment, insider transactions, and key metrics. Use when the user asks about a specific company, wants a stock overview, or needs a quick investment brief.4---56# Skill: company-brief78## Purpose910Build a comprehensive company brief combining multiple EODHD data sources into a single actionable snapshot. Covers company profile, financial fundamentals, recent news with sentiment, insider activity, and key valuation/growth metrics.1112## Trigger1314Activate when the user asks for:15- Company overview, profile, or "tell me about [ticker]"16- Stock summary or investment brief17- Company fundamentals with context18- "What does [company] do?" with financial data19- Quick due diligence on a ticker2021## Workflow22231. **Identify the ticker** — resolve to `TICKER.EXCHANGE` format (e.g., `AAPL.US`)242. **Fetch fundamentals** — `fundamentals` endpoint for profile, valuation, financials253. **Fetch recent prices** — `eod` endpoint for last 30-90 days of price history264. **Fetch news** — `news` endpoint (limit 10) for recent headlines and sentiment275. **Fetch sentiment** — `sentiment` endpoint for daily sentiment scores286. **Fetch insider activity** — `insider-transactions` endpoint for recent insider trades297. **Compile brief** using the structure below3031## Output Structure3233### [Company Name] (`TICKER.EXCHANGE`) — Company Brief3435**Profile**36- Sector, Industry, Country, Exchange37- Market Cap, Enterprise Value38- Employees, IPO Date39- Business description (2-3 sentences)4041**Valuation Snapshot**42| Metric | Value |43|--------|-------|44| P/E (TTM) | — |45| Forward P/E | — |46| P/S | — |47| P/B | — |48| EV/EBITDA | — |49| Dividend Yield | — |5051**Financial Highlights (TTM)**52- Revenue, Net Income, EPS53- Revenue Growth YoY54- Gross Margin, Operating Margin, Net Margin55- ROE, ROA, ROIC5657**Price Action (last 30 days)**58- Current price, 30d change %59- 52-week high/low, distance from highs6061**Recent News & Sentiment**62- Top 5 headlines with dates and sentiment scores63- Average sentiment trend6465**Insider Activity**66- Recent insider buys/sells (last 90 days)67- Net insider sentiment (buying vs selling)6869**Key Takeaways**70- 3-5 bullet points summarizing the investment picture7172> This is not financial advice. Data is for informational purposes only.7374## Endpoints Used7576| Endpoint | Purpose | Cost |77|----------|---------|------|78| `fundamentals` | Profile, valuation, financials | 10 calls |79| `eod` | Price history | 1 call |80| `news` | Recent headlines + sentiment | 5 + 5/ticker |81| `sentiment` | Daily sentiment scores | 5 + 5/ticker |82| `insider-transactions` | Insider trading activity | 1 call |8384## References8586- `../eodhd-api/references/endpoints/fundamentals-data.md`87- `../eodhd-api/references/endpoints/historical-stock-prices.md`88- `../eodhd-api/references/endpoints/company-news.md`89- `../eodhd-api/references/endpoints/sentiment-data.md`90- `../eodhd-api/references/endpoints/insider-transactions.md`91- `../eodhd-api/references/general/fundamentals-api.md`
EodHistoricalData