# Company Brief

> >-

- **Type:** Skill
- **Install:** `agentstack add skill-eodhistoricaldata-eodhd-claude-skills-company-brief`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [EodHistoricalData](https://agentstack.voostack.com/s/eodhistoricaldata)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [EodHistoricalData](https://github.com/EodHistoricalData)
- **Source:** https://github.com/EodHistoricalData/eodhd-claude-skills/tree/main/skills/company-brief
- **Website:** https://eodhd.com

## Install

```sh
agentstack add skill-eodhistoricaldata-eodhd-claude-skills-company-brief
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Skill: company-brief

## Purpose

Build a comprehensive company brief combining multiple EODHD data sources into a single actionable snapshot. Covers company profile, financial fundamentals, recent news with sentiment, insider activity, and key valuation/growth metrics.

## Trigger

Activate when the user asks for:
- Company overview, profile, or "tell me about [ticker]"
- Stock summary or investment brief
- Company fundamentals with context
- "What does [company] do?" with financial data
- Quick due diligence on a ticker

## Workflow

1. **Identify the ticker** — resolve to `TICKER.EXCHANGE` format (e.g., `AAPL.US`)
2. **Fetch fundamentals** — `fundamentals` endpoint for profile, valuation, financials
3. **Fetch recent prices** — `eod` endpoint for last 30-90 days of price history
4. **Fetch news** — `news` endpoint (limit 10) for recent headlines and sentiment
5. **Fetch sentiment** — `sentiment` endpoint for daily sentiment scores
6. **Fetch insider activity** — `insider-transactions` endpoint for recent insider trades
7. **Compile brief** using the structure below

## Output Structure

### [Company Name] (`TICKER.EXCHANGE`) — Company Brief

**Profile**
- Sector, Industry, Country, Exchange
- Market Cap, Enterprise Value
- Employees, IPO Date
- Business description (2-3 sentences)

**Valuation Snapshot**
| Metric | Value |
|--------|-------|
| P/E (TTM) | — |
| Forward P/E | — |
| P/S | — |
| P/B | — |
| EV/EBITDA | — |
| Dividend Yield | — |

**Financial Highlights (TTM)**
- Revenue, Net Income, EPS
- Revenue Growth YoY
- Gross Margin, Operating Margin, Net Margin
- ROE, ROA, ROIC

**Price Action (last 30 days)**
- Current price, 30d change %
- 52-week high/low, distance from highs

**Recent News & Sentiment**
- Top 5 headlines with dates and sentiment scores
- Average sentiment trend

**Insider Activity**
- Recent insider buys/sells (last 90 days)
- Net insider sentiment (buying vs selling)

**Key Takeaways**
- 3-5 bullet points summarizing the investment picture

> This is not financial advice. Data is for informational purposes only.

## Endpoints Used

| Endpoint | Purpose | Cost |
|----------|---------|------|
| `fundamentals` | Profile, valuation, financials | 10 calls |
| `eod` | Price history | 1 call |
| `news` | Recent headlines + sentiment | 5 + 5/ticker |
| `sentiment` | Daily sentiment scores | 5 + 5/ticker |
| `insider-transactions` | Insider trading activity | 1 call |

## References

- `../eodhd-api/references/endpoints/fundamentals-data.md`
- `../eodhd-api/references/endpoints/historical-stock-prices.md`
- `../eodhd-api/references/endpoints/company-news.md`
- `../eodhd-api/references/endpoints/sentiment-data.md`
- `../eodhd-api/references/endpoints/insider-transactions.md`
- `../eodhd-api/references/general/fundamentals-api.md`

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [EodHistoricalData](https://github.com/EodHistoricalData)
- **Source:** [EodHistoricalData/eodhd-claude-skills](https://github.com/EodHistoricalData/eodhd-claude-skills)
- **License:** MIT
- **Homepage:** https://eodhd.com

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-eodhistoricaldata-eodhd-claude-skills-company-brief
- Seller: https://agentstack.voostack.com/s/eodhistoricaldata
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.