fundamental-analysis

Use this agent when the user asks for open-ended fundamental analysis that spans multiple analysis areas, or when the question doesn't map cleanly to a single skill. <example> Context: User wants a broad fundamental analysis user: "Do a full fundamental analysis of MSFT" assistant: "I'll use the fundamental-analyst agent to perform a comprehensive analysis of Microsoft." <commentary> Open-ended request spanning multiple analysis areas — dispatch the orchestrator agent. </commentary> </example> <example> Context: User wants to compare companies across fundamentals user: "Compare META's financials to GOOG" assistant: "I'll use the fundamental-analyst agent to compare Meta and Alphabet across key fundamental metrics." <commentary> Multi-company comparison across multiple areas requires orchestration. </commentary> </example> <example> Context: User asks a compound question user: "What are the strengths and weaknesses of NVDA from a fundamental perspective?" assistant: "I'll use the fundamental-analyst agent to analyze NVIDIA's fundamental strengths and weaknesses." <commentary> Requires pulling from multiple analysis areas (profitability, valuation, moat, risks) to synthesize. </commentary> </example>

Use this agent when the user asks for a buy/hold/sell rating or signal aggregation for a stock. <example> Context: User wants to know the overall rating user: "What's the rating for AAPL?" assistant: "I'll use the signal-rater agent to aggregate ratings from multiple sources for Apple." <commentary> User asking for rating/signal — dispatch signal-rater to aggregate from TipRanks, analysts, etc. </commentary> </example> <example> Context: User asking about buy/sell decision user: "Should I buy or sell TSLA?" assistant: "I'll use the signal-rater agent to gather and synthesize buy/sell signals for Tesla from multiple rating sources." <commentary> Buy/sell question requires aggregating signals from multiple independent sources. </commentary> </example> <example> Context: User wants signal overview user: "Give me buy/sell signals for MSFT" assistant: "I'll use the signal-rater agent to compile signals from analyst consensus, SmartScore, and other sources for Microsoft." <commentary> Explicit signal request triggers the signal-rater agent. </commentary> </example>

This skill should be used when the user invokes "/fundamental-report" followed by a stock ticker. Generates a comprehensive fundamental analysis research note at summary depth covering all 14 analysis areas with key metrics, signal rating, cross-validation, and investment thesis arguments.

This skill should be used when the user invokes "/fundamental-report-detailed" followed by a stock ticker. Generates a comprehensive fundamental analysis research note at detailed depth covering all 14 analysis areas with full data tables, multi-year trend analysis, and extended commentary.

This skill should be used when the user asks about revenue, earnings, EPS, income statement, margins, gross profit, operating income, net income, EBITDA, cost of goods sold, COGS, operating expenses, share count, top line, bottom line, or earnings per share for a specific company.

This skill should be used when the user asks about balance sheet, assets, liabilities, equity, book value, tangible book value, net cash, working capital, shareholders equity, goodwill, intangible assets, debt, accounts receivable, inventory, or total assets for a specific company.

This skill should be used when the user asks about cash flow, free cash flow, FCF, operating cash flow, OCF, capital expenditures, CapEx, quality of earnings, cash flow statement, FCF margin, cash conversion, levered free cash flow, FFO, or funds from operations for a specific company.

This skill should be used when the user asks about ROE, ROA, ROIC, return on equity, return on assets, return on invested capital, ROCE, return on capital employed, DuPont decomposition, DuPont analysis, profitability, return metrics, or Rule of 40 for a specific company.

This skill should be used when the user asks about overvalued, undervalued, fairly valued, P/E ratio, forward P/E, PEG ratio, EV/EBITDA, EV/EBIT, price to earnings, price to sales, price to book, P/FCF, price to free cash flow, DCF, discounted cash flow, intrinsic value, enterprise value, earnings yield, margin of safety, or valuation for a specific company.

This skill should be used when the user asks about debt levels, liquidity, solvency, balance sheet strength, current ratio, quick ratio, debt to equity, interest coverage, financial health, credit quality, debt maturity, leverage, debt to EBITDA, cash ratio, Tier 1 capital, or capital ratio for a specific company.

This skill should be used when the user asks about revenue growth, earnings growth, EPS growth, growth rate, CAGR, forward estimates, growth analysis, organic growth, same-store sales growth, comps, TAM, total addressable market, or growth trajectory for a publicly traded company.

This skill should be used when the user asks about working capital, cash conversion cycle, asset turnover, DSO, DIO, DPO, days sales outstanding, days inventory outstanding, days payable outstanding, inventory turnover, receivables turnover, revenue per employee, efficiency, or capital efficiency for a publicly traded company.

This skill should be used when the user asks about dividends, dividend yield, payout ratio, dividend safety, dividend growth, dividend aristocrat, dividend king, buyback, share repurchase, total shareholder return, dividend sustainability, or income investing for a publicly traded company.

This skill should be used when the user asks about price targets, analyst ratings, consensus estimates, analyst recommendations, buy ratings, sell ratings, hold ratings, EPS estimates, revenue estimates, analyst coverage, estimate revisions, wall street consensus, or analyst forecasts for a publicly traded company.

This skill should be used when the user asks about economic moats, competitive moats, moat durability, switching costs, network effects, cost advantages, intangible assets, brand moats, pricing power, ROIC vs WACC, sustainable competitive advantages, or efficient scale for a publicly traded company.

This skill should be used when the user asks about competitive advantages, market position, Porter's Five Forces, competitive landscape, market share, industry competition, barriers to entry, threat of substitutes, competitive analysis, or industry structure for a publicly traded company.

This skill should be used when the user asks about insider buying, insider selling, insider transactions, Form 4 filings, insider ownership, insider activity, executive compensation, management governance, board independence, capital allocation, insider trading filings, or management skin in the game for a publicly traded company.

This skill should be used when the user asks about risks, red flags, accounting quality, risk factors, customer concentration, geographic concentration, product concentration, litigation risk, accounting red flags, GAAP vs non-GAAP discrepancies, risk assessment, key person risk, or regulatory risk for a publicly traded company.

This skill should be used when the user asks to compare companies, compare stocks, perform a peer comparison, compare against competitors, do an industry comparison, see how one company compares to another, do a side by side comparison, compare financials, compare valuations, or benchmark against peers.

This skill should be used when the user asks to read a 10-K, summarize a 10-Q, read an SEC filing, find a proxy statement, look up a DEF 14A, read an 8-K, summarize annual report, read quarterly report, check SEC filings, or look up Form 4 for a specific company or insider.

This skill should be used when the user asks to validate financial data, cross-check numbers, verify data, cross-validate, check data accuracy, compare sources, validate against another source, or investigate data discrepancies. Also invoked programmatically by the fundamental-analyst agent as a sequential post-step after parallel analysis.

This skill should be used when any other skill or agent needs to fetch data from SEC EDGAR domains (www.sec.gov, data.sec.gov, efts.sec.gov). It handles the required User-Agent header with the user's name and email, reading from config.json if available or prompting the user and saving credentials for future use.