# Qveris Financial Analyst Skills

> QVeris-native adaptation of candidate 11, Financial Analyst Skills. Use for financial document organization, data extraction, calculations, modeling inputs, DCF assumptions, and trace-backed JSON generation from QVeris filings and fundamentals.

- Skill: `qverisai/qveris-financial-analyst-skills` (Agent Skill, multi-file: 5 files)
- Install (CLI): `npx skillmds add qverisai/qveris-financial-analyst-skills`
- Raw SKILL.md: https://api.skillmd.com/api/skills/qverisai/qveris-financial-analyst-skills/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: qverisai (https://skillmd.com/u/qverisai)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/qverisai/qveris-financial-analyst-skills

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# 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:

| Field | Value |
|---|---|
| Candidate number | 11 |
| Original repository | Financial Analyst Skills |
| GitHub URL | https://github.com/Ruinius/financial-analyst-skills |
| License | MIT |
| Evaluation recent activity | 2026-06-08 |
| Local source snapshot | `third_party/source_repos/11-financial-analyst-skills` |
| Snapshot latest commit | `e886093` on 2026-06-08 |

## 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.