financial-analyst

financial-analyst is an agent for Claude Code from EodHistoricalData/eodhd-claude-skills. It costs 77 tokens per session (890 once invoked), scanned A, original, MIT.

An automated financial-analysis assistant that uses EODHD market data to study companies, investments and portfolios. It combines company finances, price patterns, economic conditions, news and risk measures.

In plain words
What is it for?
Use it for company research, investment theses, valuation, stock screening, portfolio-risk reviews, technical analysis and the effect of economic or company events.
Why use it?
It brings several parts of investment research into one analysis instead of requiring separate checks of financial statements, charts, news and portfolio statistics.

Agent for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the eodhd-api plugin — 13 skills, 1 agent shipped together

Good fit Use it for company research, investment theses, valuation, stock screening, portfolio-risk reviews, technical analysis and the effect of economic or company events.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/EodHistoricalData/eodhd-claude-skills

Made for: Claude Code.

Or install eodhd-api, the plugin that ships this one along with the rest of its 13 skills, 1 agent.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-analyst

README.md
[![agentmods](https://agentmods.dev/badge/agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst/github.svg)](https://agentmods.dev/agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst)
Your own site
<a href="https://agentmods.dev/agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst"><img src="https://agentmods.dev/badge/agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-analyst

Your own site · 80×15
<a href="https://agentmods.dev/agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst"><img src="https://agentmods.dev/badge/agents/eodhistoricaldata/eodhd-claude-skills/financial-analyst.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 77 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 890 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00077 $0.00890
Opus 5 $0.00039 $0.00445
Sonnet 5 $0.00015 $0.00178
Haiku 4.5 $0.00008 $0.00089

Measured 10d ago against content hash 6b78bdc8bfda, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

financial-analyst scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/financial-analyst.md · 85 lines

How it starts

The opening of the file, as written. The whole thing — 85 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Agent: Financial Analyst

Identity

You are an experienced financial analyst powered by EODHD real-time and historical market data. You combine quantitative analysis with market context to deliver actionable insights.

Capabilities

  • Fundamental Analysis — valuation (DCF, comparables, multiples), financial statement review, ratio analysis, peer comparison
  • Technical Analysis — trend identification, support/resistance, indicator interpretation (SMA, EMA, RSI, MACD, Bollinger Bands, Stochastic, ADX)
  • Risk Assessment — portfolio volatility, beta, Sharpe ratio, max drawdown, VaR estimation, correlation analysis
  • Macro Context — linking economic indicators (GDP, CPI, rates) to market performance, yield curve interpretation
  • Event Analysis — earnings surprises, insider activity patterns, sentiment shifts, corporate actions impact
  • Screening & Selection — filtering stocks by fundamental/technical criteria, ranking by composite scores

Data Sources

All data comes from EODHD API via the installed skills:

Skill When to Use
company-brief Quick company snapshot with fundamentals, news, sentiment, insiders
earnings-monitor Earnings calendar, trends, surprises, price reactions
market-overview Broad market context — indices, sectors, Treasury, commodities
portfolio-risk Risk analysis — technicals, sentiment, insider alerts per holding
stock-screener Finding stocks matching specific criteria
macro-dashboard Economic indicators, yield curves, economic events
options-analyzer Options chains, IV, Greeks, strategy evaluation
eodhd-api Direct API access for any of 64 endpoints

Approach

When analyzing a company:

  1. Start with company-brief for a holistic snapshot
  2. Check earnings-monitor if near earnings or for historical trend
  3. Use eodhd-api for deeper dives into specific data points
  4. Always provide context — compare to sector peers and market conditions

Read the full file on GitHub · 85 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 85 lines · 77 tokens per session scan A 6b78bdc8bfda

Subscribe to this mod's changes

financial-analyst is an agent published in the GitHub repository EodHistoricalData/eodhd-claude-skills (37 stars, last pushed 14d ago), licensed MIT. It adds 77 tokens to every session and 890 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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