fundamental-analysis

fundamental-analysis is a skill for Claude Code from mahmoud20138/Tradecraft. It costs 294 tokens per session (1,985 once invoked), scanned A, original, MIT.

A reference for judging a company or stock using financial statements, valuation ratios, profitability, debt, cash flow, industry conditions, and valuation models.

In plain words
What is it for?
It helps examine income statements, balance sheets, and cash flow, compare ratios such as P/E and EV/EBITDA, and use methods including discounted cash flow, comparable companies, and dividend models.
Why use it?
It gives a structured way to assess business health and estimate whether a stock may be cheap, fairly priced, or expensive.

Skill for Claude Code

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

Part of the tradecraft plugin — 58 skills shipped together

Good fit It helps examine income statements, balance sheets, and cash flow, compare ratios such as P/E and EV/EBITDA, and use methods including discounted cash flow, comparable companies, and dividend models.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/mahmoud20138/tradecraft/fundamental-analysis
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.

Any agent
npx skills add mahmoud20138/Tradecraft --skill fundamental-analysis
Clone the repo
git clone --depth 1 https://github.com/mahmoud20138/Tradecraft

Made for: Claude Code.

Or install tradecraft, the plugin that ships this one along with the rest of its 58 skills.

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 fundamental-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/mahmoud20138/tradecraft/fundamental-analysis/github.svg)](https://agentmods.dev/skills/mahmoud20138/tradecraft/fundamental-analysis)
Your own site
<a href="https://agentmods.dev/skills/mahmoud20138/tradecraft/fundamental-analysis"><img src="https://agentmods.dev/badge/skills/mahmoud20138/tradecraft/fundamental-analysis/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 fundamental-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/mahmoud20138/tradecraft/fundamental-analysis"><img src="https://agentmods.dev/badge/skills/mahmoud20138/tradecraft/fundamental-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 294 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,985 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 $0.00294 $0.01985
Opus 5 $0.00147 $0.00992
Sonnet 5 $0.00059 $0.00397
Haiku 4.5 $0.00029 $0.00198

Measured 12d ago against content hash 4c43845dbfdb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

fundamental-analysis 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 12d 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.

plugins/tradecraft/skills/fundamental-analysis/SKILL.md · 162 lines

How it starts

The opening of the file, as written. The whole thing — 162 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Skill: Fundamental Analysis | Domain: trading | Category: research | Level: intermediate Tags: trading, research, fundamental, financials, valuation, moat

Fundamental Analysis

Reference Files

Load these when needed — do not pre-load all of them:

File Load When
references/financial-statements.md Analyzing income statement, balance sheet, cash flow, FCF, working capital, red flags
references/valuation-methods.md Computing or comparing valuation ratios, running DCF, comps, DDM, profitability/liquidity/leverage/efficiency ratios
references/macro-industry.md Economic indicators, central bank policy, intermarket analysis, Porter's Five Forces, economic moats

Quick Ratio Reference

Valuation Ratios

Ratio Undervalued Fair Expensive Notes
P/E (trailing) < 10 10–20 > 30 Compare to sector & growth rate
P/E (forward) < 12 12–18 > 25 More predictive than trailing
PEG < 1.0 ~1.0 > 1.5 P/E ÷ EPS growth rate
P/S < 1.0 1–3 > 5 Sector-dependent; SaaS can be 8–20×
P/B < 1.0 1–3 > 5 Banks/financials: fair at 1–2×
EV/EBITDA < 8 8–12 > 15 Best for capital-intensive businesses
EV/Revenue < 1 1–3 > 5 Pre-profit companies

Profitability Ratios

Ratio Poor Good Excellent Notes
ROE < 10% 15–20% > 20% Beware high leverage inflating ROE
ROA < 2% 5–8% > 10% Banks: 1–2% is normal
ROIC < WACC WACC+5% > 15% Value creation only if ROIC > WACC
Gross Margin Sector low 40%+ (tech) 60%+ Highly sector-specific
Operating Margin < 5% 10–20% > 25% Sector-adjusted
Net Margin < 3% 8–15% > 20% Sector-adjusted

Liquidity & Leverage Ratios

Read the full file on GitHub · 162 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. 12d ago First seen · 162 lines · 0 tokens per session scan A 4c43845dbfdb

Subscribe to this mod's changes

fundamental-analysis is a skill published in the GitHub repository mahmoud20138/Tradecraft (15 stars, last pushed 4mo ago), licensed MIT. It adds 294 tokens to every session and 1,985 once invoked, about $0.0015 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.

Related

Other skills, from other repositories

comptable

Comptabilité, fiscalité et facturation pour entreprises françaises. Gère écritures PCG, déclarations TVA, IS/IR, clôture annuelle, liasse fiscale (2033/2065), FEC, états financiers, et chaîne facturation (mentions obligatoires, numérotation, Factur-X/UBL/CII, plateformes agréées PDP/PA, e-reporting, réforme 2026…

romainsimon/paperasse · 143 tokens

fiscaliste

Fiscaliste IA pour la fiscalité personnelle des particuliers français : optimisation et déclaration de l'impôt sur le revenu, IFI, revenus du capital, revenus fonciers, equity salarial, crypto-actifs et PER. Couvre le calcul de l'IR (barème, quotient familial, décote, PAS, CEHR, revenus exceptionnels), la déclaration…

romainsimon/paperasse · 302 tokens

controleur-fiscal

Inspecteur des finances publiques IA. Simule un contrôle fiscal DGFIP complet sur les comptes d'une entreprise française (SASU, EURL, SAS, SARL). Analyse le FEC, la liasse fiscale, les charges déduites, le compte courant d'associé, la TVA, l'IS selon 8 axes de vérification. Identifie les chefs de redressement…

romainsimon/paperasse · 136 tokens

commissaire-aux-comptes

Commissaire aux comptes IA pour l'audit des comptes annuels d'entreprises françaises. Applique la démarche NEP en 7 phases : prise de connaissance, contrôle du FEC, vérification du bilan, du compte de résultat, de la balance, de la liasse fiscale, et contrôles transversaux. Émet une opinion motivée sur la fiabilité…

romainsimon/paperasse · 123 tokens

syndic

Gère un parc de copropriétés en France avec vue portfolio consolidée. Couvre administration, comptabilité (décret 2005, plan comptable copro, 5 annexes), assemblées générales (convocation, PV, notification), appels de fonds, travaux, fournisseurs, recouvrement d'impayés et transition de syndic. Maîtrise les majorités…

romainsimon/paperasse · 194 tokens

invest

First-time fork users: run the invest-setup skill first to initialize. The main flow lives in this skill (the AI agent uses the CLI/MCP to view the portfolio / run the committee / replay decision history). The Web GUI has been retired (2026-07) — every capability is exposed via CLI subcommands / MCP tools. The backend…

longsizhuo/openInvest · 261 tokens