MCPInstall

financial-analysis-agent

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.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/qodex-ai/ai-agent-skills --skill financial-analysis-agent
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads financial-analysis-agent automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

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 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 Analysis

See examples/technical_analyzer.py for TechnicalAnalyzer:

  • Moving averages calculation
  • Relative Strength Index (RSI)
  • Support and resistance level identification

Fundamental Analysis

See 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 Assessment

See 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 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 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 data
  2. Perform technical analysis
  3. Analyze fundamentals
  4. Assess risks
  5. Generate recommendations
  6. Monitor positions
  7. Rebalance periodically

FAQ

What does the financial-analysis-agent skill do?

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.

How do I install financial-analysis-agent?

Run npx skills add https://github.com/qodex-ai/ai-agent-skills --skill financial-analysis-agent in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/financial-analysis-agent/ (personal) or .claude/skills/financial-analysis-agent/ (project).

Which AI agents can use financial-analysis-agent?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is financial-analysis-agent safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains financial-analysis-agent?

It is published by qodex-ai in qodex-ai/ai-agent-skills. It has 1,263 recorded installs.

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