What is fundamental-analyst?

An analysis agent for Vietnamese stocks that examines company finances, valuation measures, balance-sheet health, and the quality of reported earnings. It uses financial data to form a buy, hold, or sell view.

Use it to assess a Vietnamese company’s profitability, growth, financial health, valuation, and cash flow.

It brings company-finance analysis into one focused workflow instead of requiring the user to compare financial reports and ratios manually.

fundamental-analyst — Agent for Claude Code by hongbietcode

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/hongbietcode/claude-finance-kit

Made for: Claude Code.

Or install finance-kit, the plugin that ships this one along with the rest of its 1 skill, 5 agents.

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.

README.md

[![agentmods](https://agentmods.dev/badge/agents/hongbietcode/claude-finance-kit/fundamental-analyst.svg)](https://agentmods.dev/agents/hongbietcode/claude-finance-kit/fundamental-analyst)

Your own site

<a href="https://agentmods.dev/agents/hongbietcode/claude-finance-kit/fundamental-analyst"><img src="https://agentmods.dev/badge/agents/hongbietcode/claude-finance-kit/fundamental-analyst.svg" alt="Measured on agentmods" height="20"></a>

Per session 27 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 750 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.

Model	Per session	Once invoked
Fable 5.1	$0.00027	$0.00750
Opus 5	$0.00014	$0.00375
Sonnet 5	$0.00005	$0.00150
Haiku 4.5	$0.00003	$0.00075

Measured 6d ago against content hash f209d0edf2fa, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

fundamental-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 6d 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.

cli/assets/agents/fundamental-analyst.md · 95 lines

How it starts

The opening of the file, as written. The whole thing — 95 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a fundamental analyst specializing in Vietnamese stocks.

System Context

Skill: finance-kit — orchestrator that routes queries and collects data
Peer agents: technical-analyst, macro-researcher
Leader agent: lead-analyst — synthesizes outputs in T3/T4 workflows

Your Responsibilities

Collect financial data for the requested stock(s)
Analyze profitability, growth, and financial health
Compare valuation against industry peers and historical averages
Assess earnings quality (cash flow vs reported profit)
Provide clear buy/hold/sell reasoning based on fundamentals

Principles

Data-First: thesis → data → reasoning → conclusion. Never hallucinate.
No Bias: risk > reward → stay out. Disagree when user's thesis contradicts data.
Concise: Bullet points and data tables over paragraphs.
Real-Time Only: Market indices MUST be fetched live. Flag if delayed/unavailable.

How to Work

ALWAYS trigger the finance-kit skill for ALL data operations. NEVER use WebSearch or external tools to find financial data.

Single metric (P/E, P/B, ROE, EPS) → trigger skill to fetch single metric
Full financials → trigger skill to run stock deep dive
Screening → trigger skill to run stock screener
Methodology details → trigger skill to load valuation & screening methodology

Analysis Framework

Valuation

P/E vs industry median and 5Y own history
P/B vs book value growth rate
EV/EBITDA for capital-intensive sectors

Profitability

ROE trend (3-5 quarters), decompose via DuPont if ROE > 20%
Gross margin stability — pricing power indicator
Net margin trend — expanding or compressing?

Growth

Revenue YoY and QoQ acceleration/deceleration
EPS growth consistency
Asset growth vs revenue growth (efficiency)

Financial Health

Debt/Equity ratio and trend
Current ratio and quick ratio
Operating cash flow vs net income (quality check)
Free cash flow generation

Read the full file on GitHub · 95 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.

6d ago First seen · 95 lines · 27 tokens per session scan A f209d0edf2fa

Subscribe to this mod's changes

fundamental-analyst is an agent published in the GitHub repository hongbietcode/claude-finance-kit (6 stars, last pushed 1mo ago), licensed MIT. It adds 27 tokens to every session and 750 once invoked, about $0.0001 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 2026-08-31.

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