---

name: fundamentals-analysis description: 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. allowed-tools: [execute_python, execute_bash]

Fundamentals Analysis

Usage

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

Command:

Copypython 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

Copypython 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)