Financial Analysis

Financial Analysis Skill

Perform comprehensive financial market analysis across 5 key analysis types, with automated GitHub publishing and team communication via AX MCP.

Analysis Types

This skill supports 5 analysis types:

1. Stock Market Analysis - Daily stock exchange analysis with top movers and major stories
2. Investment Strategy Insights - Asset allocation, ETF performance, and risk management
3. Global Market Developments - International markets, central bank policies, geopolitical events
4. Earnings & Corporate Events - Earnings releases, corporate actions, dividend updates
5. Market Sentiment Score - Aggregated sentiment analysis with Fear & Greed Index scoring

Quick Start

User can invoke this skill by asking:

• "Run stock market analysis for yesterday"
• "Generate investment strategy insights"
• "Analyze global market developments"
• "Create earnings and corporate events report"
• "Calculate market sentiment score"

⚠️ Git Workflow Requirements

CRITICAL: Before performing any git operations, read and follow the complete workflow in:

• File: .claude\rules.md
• Location: D:\AI_Agents\Agent_Teams_Updated\Financial_Advisors\claude_agent_team\Financial_Advisor\.claude\rules.md

Key requirements:

• ✅ Use local repo: D:\AI_Agents\Repo\CommunityRepo\FinancialAdvisors\AX-CommunityWorkspaces
• ✅ Work on FinancialAdvisors branch only
• ✅ Create PR to main (never push to main directly)
• ✅ All files under financial-advisors/ folder only
• ❌ NEVER push directly to main branch
• ❌ NEVER use GitHub API for binary files

Core Workflow

Each analysis type follows this pattern:

1. Research & Data Collection

   • Use web search and financial data tools to gather current market data
   • Focus on previous day's data (or current week for forward-looking analyses)
   • Cite all sources with timestamps

2. Analysis & Report Generation

   • Create comprehensive markdown report following the analysis type's requirements
   • Include relevant metrics, charts (if applicable), and actionable insights
   • Use professional financial analysis format

3. GitHub Publication

   • Use designated local repo: D:\AI_Agents\Repo\CommunityRepo\FinancialAdvisors\AX-CommunityWorkspaces
   • Save report to appropriate folder under financial-advisors/
   • Filename format: YYYY-MM-DD-[analysis-type].md
   • Follow complete git workflow in .claude\rules.md (sync main, rebase FinancialAdvisors branch, commit, push, create PR)

4. Team Communication

   • Post message to AX MCP message board
   • Include link to the GitHub page for the analysis (use FinancialAdvisors branch URL until PR is merged)
   • For Market Sentiment Score: also send team email

Instructions by Analysis Type

1. Stock Market Analysis

Scope: Analyze the previous day's stock market performance

Research Focus:

• Major index performance (S&P 500, NASDAQ, DOW, Russell 2000)
• Top gaining and losing stocks
• Sector performance
• Trading volume and market breadth
• Major news stories impacting markets
• Notable technical levels or breakouts

Report Structure:

# Stock Market Analysis - [Date]

## Market Overview
[Summary of overall market performance]

## Major Indices
[Performance data for key indices]

## Top Movers
### Gainers
[Top 5-10 gaining stocks with reasons]

### Losers
[Top 5-10 declining stocks with reasons]

## Sector Performance
[Sector rotation and performance analysis]

## Key Stories
[3-5 major market-moving stories]

## Technical Analysis
[Key support/resistance levels, trends]

## Outlook
[Brief forward-looking commentary]

---
*Data sources: [List sources with timestamps]*

GitHub Location: financial-advisors/Stock-Market-Analysis/YYYY-MM-DD-stock-market-analysis.md

Message Board Post: "📊 Stock Market Analysis for [Date] is now available: [GitHub link]"

2. Investment Strategy Insights

Scope: Comprehensive investment strategy analysis for the previous day

Research Focus:

• Asset allocation trends (stocks, bonds, commodities, cash)
• Top-performing ETFs across categories
• Risk management signals (VIX, put/call ratios, credit spreads)
• Sector rotation strategies
• Geographic allocation opportunities
• Yield curve and fixed income signals

Report Structure:

# Investment Strategy Insights - [Date]

## Executive Summary
[Key takeaways and actionable insights]

## Asset Allocation Analysis
[Recommended allocations across asset classes]

## Top-Performing ETFs
### By Category
[Best ETFs in: Equity, Fixed Income, Commodities, International]

### Performance Leaders
[Top 10 ETFs with YTD and recent performance]

## Risk Management Signals
[VIX levels, market volatility, risk indicators]

## Sector Rotation Strategy
[Sectors to overweight/underweight and why]

## Fixed Income Insights
[Yield curve, duration strategy, credit quality]

## Geographic Allocation
[US vs International, emerging markets commentary]

## Strategic Recommendations
[3-5 key strategic moves for current environment]

---
*Data sources: [List sources with timestamps]*

GitHub Location: financial-advisors/Investment-Strategy-Insights/YYYY-MM-DD-investment-strategy-insights.md

Message Board Post: "💡 Investment Strategy Insights for [Date] is now available: [GitHub link]"

3. Global Market Developments

Scope: Comprehensive global market summary for the previous day

Research Focus:

• European Markets: ECB policy, key indices (DAX, FTSE, CAC), economic data
• Asian Markets: BOJ policy, PBOC actions, key indices (Nikkei, Hang Seng, Shanghai)
• Central Bank Updates: Policy stances, upcoming decision dates, rate expectations
• Geopolitical Events: Events with market implications
• Currency Markets: Major FX moves and drivers
• Commodity Markets: Oil, gold, key commodity trends

Report Structure:

# Global Market Developments - [Date]

## Executive Summary
[Global market overview and key themes]

## European Markets
### Market Performance
[DAX, FTSE, CAC 40, Euro Stoxx 50]

### ECB Policy Update
[Current stance, upcoming decisions, rate expectations]

### Key Developments
[Economic data, political events, market drivers]

## Asian Markets
### Market Performance
[Nikkei 225, Hang Seng, Shanghai Composite, other key indices]

### Central Bank Watch
#### Bank of Japan (BOJ)
[Policy stance, yield curve control, upcoming decisions]

#### People's Bank of China (PBOC)
[Monetary policy, yuan management, stimulus measures]

### Key Developments
[Economic data, regulatory changes, market drivers]

## Geopolitical Events
[Events with market implications and impact analysis]

## Currency Markets
[Major FX moves: EUR/USD, USD/JPY, GBP/USD, USD/CNY, etc.]

## Commodity Markets
[Oil, gold, copper, agricultural commodities]

## Risk Factors
[Key risks affecting international markets]

## Calendar Watch
[Upcoming central bank meetings, economic data releases]

---
*Data sources: [List sources with timestamps]*

GitHub Location: financial-advisors/Global-Market-Developments/YYYY-MM-DD-global-market-developments.md

Message Board Post: "🌍 Global Market Developments for [Date] is now available: [GitHub link]"

4. Earnings & Corporate Events

Scope: Track earnings and corporate actions

Research Focus:

• Upcoming Earnings: Companies with major earnings releases in the next week
• Recent Earnings: Key takeaways from the week's most impactful earnings calls
• Corporate Actions: Notable dividends, stock splits, buyback announcements
• M&A Activity: Mergers, acquisitions, and strategic deals
• Analyst Actions: Significant upgrades, downgrades, price target changes

Report Structure:

# Earnings & Corporate Events - [Date]

## Executive Summary
[Overview of earnings season and key corporate events]

## Upcoming Earnings (Next 7 Days)
[Companies reporting with expected dates, estimates, and what to watch]

### Notable Reports
| Company | Ticker | Date | Consensus EPS | Key Themes |
|---------|--------|------|---------------|------------|
| ... | ... | ... | ... | ... |

## Recent Earnings Highlights
### Major Beats
[Companies that exceeded expectations with analysis]

### Major Misses
[Companies that missed expectations with analysis]

### Key Earnings Call Takeaways
[3-5 most important insights from recent calls]

## Corporate Actions
### Dividends
[Notable dividend announcements, increases, special dividends]

### Stock Splits
[Stock split announcements and implications]

### Buybacks
[Share repurchase programs announced or expanded]

## M&A Activity
[Mergers, acquisitions, strategic deals announced]

## Analyst Actions
[Significant upgrades/downgrades from major firms]

## Sector Themes
[Common themes emerging from earnings across sectors]

## Calendar
[Detailed earnings calendar for upcoming week]

---
*Data sources: [List sources with timestamps]*

GitHub Location: financial-advisors/Earnings-And-Corporate-Events/YYYY-MM-DD-earnings-corporate-events.md

Message Board Post: "📈 Earnings & Corporate Events update for [Date] is now available: [GitHub link]"

5. Market Sentiment Score

Scope: Aggregate sentiment analysis based on all other financial analysis posts

Special Instructions: This analysis type has unique requirements:

1. MUST read other agents' posts first from AX MCP message board for today
2. Review the 4 analyses: Stock Market Analysis, Investment Strategy Insights, Global Market Developments, Earnings & Corporate Events
3. Calculate Market Sentiment Score using CNN Fear & Greed Index methodology (0-100)
4. Send team email after posting to message board

Research Focus:

• Synthesize findings from all 4 other analyses
• Apply CNN Fear & Greed Index framework:
  • 0-24: Extreme Fear
  • 25-44: Fear
  • 45-55: Neutral
  • 56-75: Greed
  • 76-100: Extreme Greed
• Consider: market momentum, breadth, volatility, put/call ratios, safe haven demand, junk bond demand, market breadth indicators

Report Structure:

# Market Sentiment Score - [Date]

## Sentiment Score: [X]/100 - [Classification]

[Visual representation if possible, e.g., gauge or scale]

## Methodology
This score aggregates multiple sentiment indicators using the CNN Fear & Greed Index framework (0=Extreme Fear, 100=Extreme Greed).

## Component Analysis
[Break down how you arrived at the score]

### Market Momentum
[Score: X/100] - [Analysis based on Stock Market Analysis]

### Market Breadth
[Score: X/100] - [Analysis based on sector performance]

### Volatility
[Score: X/100] - [Analysis based on VIX and risk indicators]

### Safe Haven Demand
[Score: X/100] - [Analysis based on gold, bonds, flight to safety]

### Put/Call Ratios
[Score: X/100] - [Analysis based on options data]

### Junk Bond Demand
[Score: X/100] - [Analysis based on credit spreads]

### Stock Price Strength
[Score: X/100] - [Analysis based on 52-week highs/lows]

## Summary of Today's Analyses

### Stock Market Analysis
[Key findings and link to GitHub]

### Investment Strategy Insights
[Key findings and link to GitHub]

### Global Market Developments
[Key findings and link to GitHub]

### Earnings & Corporate Events
[Key findings and link to GitHub]

## Interpretation
[What this score means for investors and outlook]

## Historical Context
[Compare to recent sentiment levels if data available]

## Recommendations
[Strategic implications based on current sentiment]

---
*Data sources: [List sources with timestamps]*
*Based on analyses from: [List GitHub links to all 4 analyses]*

GitHub Location: financial-advisors/Market-Sentiment-Score/YYYY-MM-DD-market-sentiment-score.md

Message Board Post: "🎯 Market Sentiment Score for [Date]: [Score]/100 ([Classification]) - Full analysis: [GitHub link]"

Email Requirements:

• Subject: Market Sentiment Score - [Today's Date]

• Recipients:

  • Michael Schecht: michael.schecht@ax-platform.com
  • Jacob Taunton: jacob.taunton@ax-platform.com
  • Heath Dorn: heath.dorn@ax-platform.com
  • Michael Schecht (Personal): mikeschecht@gmail.com
  • Jacob Taunton (Personal): jandrewt82@gmail.com
  • Heath Dorn (Personal): Heathdorn00@yahoo.com

• Email Body:

Subject: Market Sentiment Score - [Date]

Team,

Today's Market Sentiment Score: [X]/100 - [Classification]

## Sentiment Analysis
[2-3 paragraph summary of sentiment score and reasoning]

## Summary of Today's Financial Analyses

1. Stock Market Analysis
   [Brief summary]
   Link: [GitHub URL]

2. Investment Strategy Insights
   [Brief summary]
   Link: [GitHub URL]

3. Global Market Developments
   [Brief summary]
   Link: [GitHub URL]

4. Earnings & Corporate Events
   [Brief summary]
   Link: [GitHub URL]

5. Market Sentiment Score
   [Brief summary]
   Link: [GitHub URL]

## Key Takeaways
- [Takeaway 1]
- [Takeaway 2]
- [Takeaway 3]

Best regards,
Financial Analysis Agent

Implementation Steps

When user requests an analysis, follow these steps:

Step 1: Identify Analysis Type

Determine which of the 5 analysis types is requested.

Step 2: Gather Data

• Use web search tools to research market data
• For Market Sentiment Score: use AX MCP tools to read message board posts
• Cite all sources with timestamps
• Focus on previous day's data (or upcoming week for forward-looking)

Step 3: Generate Analysis

• Create comprehensive markdown report
• Follow the report structure for that analysis type
• Include all required sections
• Add metadata (date, sources, assumptions)

Step 4: Save to GitHub

IMPORTANT: Follow the complete git workflow defined in .claude\rules.md. Summary:

1. Navigate to designated repo: D:\AI_Agents\Repo\CommunityRepo\FinancialAdvisors\AX-CommunityWorkspaces
2. Sync with main branch and rebase FinancialAdvisors branch (see .claude\rules.md for exact commands)
3. Save file to appropriate location under financial-advisors/[analysis-type]/YYYY-MM-DD-[analysis-type].md
4. Commit to FinancialAdvisors branch (NEVER to main directly)
5. Push to origin FinancialAdvisors branch
6. Create Pull Request to main branch using GitHub tools

Critical Rules:

• ✅ All changes must be under financial-advisors/ folder only
• ✅ Commit and push to FinancialAdvisors branch
• ✅ Create PR to main (do not merge directly)
• ❌ NEVER push directly to main
• ❌ NEVER use GitHub API for binary files (images, PDFs, charts)

See .claude\rules.md for complete workflow details and SSH configuration requirements.

Step 5: Post to AX MCP Message Board

Use AX MCP tools to post message with format:

• Icon emoji specific to analysis type
• Brief description
• Link to GitHub page

Step 6: Send Email (Market Sentiment Score Only)

Use email MCP tools to send team email with:

• Proper subject line
• All 6 recipients
• Formatted email body with sentiment score, summaries, and GitHub links

Best Practices

1. Data Freshness: Always verify data is current and cite timestamps
2. Source Attribution: Include all data sources at end of report
3. Objectivity: Present balanced analysis with multiple perspectives
4. Actionability: Include clear implications and recommendations
5. Consistency: Use consistent formatting across all reports
6. Timeliness: Complete analysis promptly for previous day's data
7. Git Workflow Compliance: Follow .claude\rules.md exactly - use FinancialAdvisors branch, create PRs, never push to main
8. File Location: All files must be under financial-advisors/ folder only
9. Communication: Ensure message board posts and emails are professional and concise

Error Handling

If errors occur:

• Git workflow issues: Consult .claude\rules.md for troubleshooting, check SSH configuration, verify branch status
• Merge conflicts: Follow rebase conflict resolution steps in .claude\rules.md
• Data unavailable: Note gaps in report and use best available alternatives
• Message board issues: Retry or notify user of posting failure
• Email issues: Verify email MCP server is configured and retry
• File location errors: Ensure all changes are under financial-advisors/ folder only

Dependencies

• GitHub SSH credentials configured (see .claude\rules.md for SSH setup)
• Local git repository at: D:\AI_Agents\Repo\CommunityRepo\FinancialAdvisors\AX-CommunityWorkspaces
• Windows OpenSSH configured for git (see .claude\rules.md)
• GitHub access to create pull requests on AX-CommunityWorkspaces repo
• AX MCP server configured for message board access
• Email MCP server configured for sending team emails (Market Sentiment Score only)
• Web search and financial data tools available
• Git installed and configured locally

Tools Typically Used

• WebSearch: For market research and news
• mcp__ax-gcp__messages: For posting to AX message board and reading posts
• mcp__github__create_pull_request: For creating PR from FinancialAdvisors branch to main
• mcp__github__*: For other GitHub operations as needed
• mcp__rube__*: For email sending (Market Sentiment Score only)
• Bash: For local git operations (sync, rebase, commit, push per .claude\rules.md)
• Write: For creating markdown reports locally before committing

Notes

• All analyses are for educational and informational purposes only
• Not financial advice - encourage users to consult licensed professionals
• Include disclaimers in reports as appropriate
• Maintain professional tone in all communications
• Date format: YYYY-MM-DD for filenames and reports
• GitHub repo structure must match: financial-advisors/[Analysis-Type]/[filename].md