Fundamentals
Analyze company fundamentals including financial statements, ratios, and profitability metrics. Use when evaluating financial health, profitability, or balance sheet strength.
Install
$ agentstack add skill-ancs21-ai-sub-invest-fundamentals ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
Fundamental Analysis
Overview
Comprehensive analysis of company financial fundamentals including profitability, growth, financial health, and valuation ratios.
Analysis Process
Run Fundamental Analysis
python .claude/skills/fundamentals/scripts/analyze.py {TICKER} {END_DATE}Metrics Analyzed
Profitability
- ROE (Return on Equity) > 15%
- Net Margin > 20%
- Operating Margin > 15%
Growth
- Revenue Growth > 10%
- Earnings Growth > 10%
- Book Value Growth > 10%
Financial Health
- Current Ratio > 1.5
- Debt/Equity 80%
Valuation
- P/E Ratio < 25
- P/B Ratio < 3
- P/S Ratio < 5
Signal Interpretation
- Bullish: Strong profitability, healthy balance sheet, reasonable valuation
- Neutral: Mixed signals across categories
- Bearish: Weak fundamentals or expensive valuation
Example
Analyze MSFT as of 2024-12-01 using fundamental analysis.Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: ancs21
- Source: ancs21/ai-sub-invest
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.