Qveris Financial Analyst Skills

QVeris Financial Analyst Skills

Use this skill for financial document extraction, calculations, modeling, and JSON generation adapted from Financial Analyst Skills. Prefer QVeris filings and structured fundamentals over local PDF/model pipelines; local user-provided documents are fallback inputs only.

Source record:

Runtime Contract

• Use only qveris_finance.* CAP tools and QVERIS_API_KEY for default financial data.
• Resolve company, ticker, CIK, and filing identity with QVeris reference and filing tools.
• Accept dry_run, max_calls, max_age, and budget_note; if omitted in a natural-language request, default to dry_run=false, max_calls=12, max_age=P1D, and a conservative budget note, then echo those controls.
• Include qveris_trace for every extracted field, calculation input, model assumption, and JSON node.
• If a user supplies a local document, treat parsing as fallback, mark fallback_used: true, and never upload or expose private content unless explicitly requested by the user.
• Treat QVeris _meta.source_provider as provenance only; never call, request credentials for, or depend on those internal providers directly.
• Suppress analyst_target_price, target_price, price-objective, upside, buy/sell, and recommendation fields even if a QVeris payload contains them.
• Sanity-check entity, market, filing form, accession, fiscal period, and payload shape before using data; if a payload is stale, cross-period, metadata-only, truncated, or semantically mismatched, mark it in data_quality and missing_fields.

Workflows

1. Document classification/organization: filings_regulatory_metadata, filings_regulatory_raw, filings_structured_xbrl.
2. Financial data extraction: fundamentals_is, fundamentals_bs, fundamentals_cf, fundamentals_segment, filings_structured_xbrl.
3. Financial calculations: fundamentals_derived_ratios, mkt_l1_rt, mkt_bars_adjusted.
4. Financial modeling/DCF inputs: fundamentals_is, fundamentals_bs, fundamentals_cf, estimates_consensus, rates_govt_benchmark, fx_spot.
5. JSON model generator: emit trace-backed JSON; do not depend on local PDF extraction by default.

Output Requirements

• Use schemas/output.schema.json.
• Each extracted field must include source, period, unit, confidence, missing status, and trace.
• Calculations must distinguish QVeris-provided ratios from derived local calculations.
• If filings_structured_xbrl returns filing metadata rather than XBRL facts, do not label it structured XBRL evidence; fall back to QVeris fundamentals and mark XBRL line items missing.
• Align statement periods before modeling; if annual requests return quarterly or TTM-like cash flow data, keep that input separate and lower confidence.
• DCF output is assumptions and sensitivity only; no target price commitment.
• Include data_quality with status, stale fields, out-of-window events, and suppressed fields when applicable.
• End with: 不构成投资建议 / Not investment advice.

Prohibited Capabilities

Do not use local PDF/model pipelines as default financial data, EODHD, Yahoo, FMP, Alpha Vantage, Polygon, AkShare, Snowball, Sina, SEC scraping, Longbridge, FinViz, Alpaca, browser automation, cookies, login state, third-party API keys, automated trading, wallet/swap, buy/sell points, portfolio action instructions, or target price commitments.

References

• Read references/qveris-tool-map.md before choosing tool calls.
• Use fixtures/qveris/sample-output.json as the minimum output shape.