Fundamentals Analysis

Analyzes a company's fundamental performance, growth drivers, and risks using verified financial data and text evidence. Use this when asked to research a stock's business model, revenue segments, or quarterly performance.

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Fundamentals Analysis

Usage

To perform a fundamental analysis on a company, execute the Python script in this directory.

Command:

python skills/fundamentals/run_analysis.py --ticker <TICKER> --focus "<FOCUS_AREA>" --horizon "<TIME_HORIZON>"

Parameters:

  • ticker: The stock symbol (e.g., AAPL).
  • focus: Specific area to investigate (e.g., "services revenue", "China risks"). Default: "growth drivers".
  • horizon: Time period (e.g., "1 year", "short term"). Default: "1 year".

Output

The script returns a JSON object containing:

  • financials_summary: Quantitative data from the SQL database.
  • drivers: Key growth drivers backed by text evidence.
  • risks: Key risks backed by text evidence.

Example

python skills/fundamentals/run_analysis.py --ticker AAPL --focus "services revenue" --horizon "1 year"

Environment Requirements

  • Python 3.12+
  • Access to research.db SQLite database
  • Neo4j GraphRAG instance running (default: bolt://localhost:7687)
  • Environment variables: NEO4J_URI, NEO4J_USER, NEO4J_PASSWORD (optional, defaults provided)

majiayu000/claude-skill-registry-data/tree/main/devops/fundamentals-analysis commit 2d3fcf62e1

Frequently asked questions

npx skillmds@latest add majiayu000/fundamentals-analysis