Install
Terminal · npx$
npx skills add https://github.com/vercel-labs/agent-skills --skill vercel-react-best-practicesWorks with Paperclip
How Financial Analysis Agent fits into a Paperclip company.
Financial Analysis Agent drops into any Paperclip agent that handles this kind of work. Assign it to a specialist inside a pre-configured PaperclipOrg company and the skill becomes available on every heartbeat — no prompt engineering, no tool wiring.
S
SaaS FactoryPaired
Pre-configured AI company — 18 agents, 18 skills, one-time purchase.
$27$59
Explore packSource file
SKILL.md107 linesExpandCollapse
---name: financial-analysis-agentdescription: Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.--- # Financial Analysis Agent Build intelligent financial analysis agents that evaluate investments, assess risks, and generate data-driven recommendations. ## Financial Data Integration See [examples/financial_data_collector.py](examples/financial_data_collector.py) for the `FinancialDataCollector` class that:- Integrates with yfinance for stock data- Retrieves financial statements (income, balance sheet, cash flow)- Fetches key metrics (market cap, PE ratio, dividend yield, etc.) ## Financial Analysis Techniques ### Technical AnalysisSee [examples/technical_analyzer.py](examples/technical_analyzer.py) for `TechnicalAnalyzer`:- Moving averages calculation- Relative Strength Index (RSI)- Support and resistance level identification ### Fundamental AnalysisSee [examples/fundamental_analyzer.py](examples/fundamental_analyzer.py) for `FundamentalAnalyzer`:- Profitability ratios (gross margin, operating margin, net margin, ROA, ROE)- Valuation ratios (PE, PB, PEG, price-to-sales)- Liquidity ratios (current ratio, quick ratio, debt-to-equity) ### Risk AssessmentSee [examples/risk_analyzer.py](examples/risk_analyzer.py) for `RiskAnalyzer`:- Volatility calculation- Value at Risk (VaR) assessment- Sharpe Ratio calculation- Company risk assessment ## Investment Recommendations See [examples/investment_recommender.py](examples/investment_recommender.py) for `InvestmentRecommender`:- Generates recommendations (Strong Buy, Buy, Hold, Sell, Strong Sell)- Calculates investment scores based on technical and fundamental signals- Provides confidence levels and risk assessments ## Portfolio Management See [examples/portfolio_manager.py](examples/portfolio_manager.py) for `PortfolioManager`:- Calculate portfolio total value- Rebalance portfolio based on target allocations- Assess portfolio risk and volatility ## Market Intelligence Build market intelligence capabilities by:- Analyzing overall market trends and sector performance- Calculating market volatility indices- Fetching economic indicators- Identifying undervalued, growth, and dividend opportunities ## Best Practices ### Analysis Quality- ✓ Use multiple data sources- ✓ Cross-validate findings- ✓ Document assumptions- ✓ Consider time horizons- ✓ Account for fees and taxes ### Risk Management- ✓ Assess downside risk- ✓ Implement stop losses- ✓ Diversify appropriately- ✓ Position size accordingly- ✓ Review regularly ### Ethical Considerations- ✓ Disclose conflicts of interest- ✓ Avoid market manipulation- ✓ Base recommendations on analysis- ✓ Update recommendations regularly- ✓ Acknowledge limitations ## Tools & Data Sources ### Data APIs- yfinance- Alpha Vantage- IEX Cloud- Polygon.io- Yahoo Finance ### Analysis Libraries- pandas- NumPy- scikit-learn- TA-Lib- statsmodels ## Getting Started 1. Collect financial data2. Perform technical analysis3. Analyze fundamentals4. Assess risks5. Generate recommendations6. Monitor positions7. Rebalance periodicallyRelated skills