tcx-fundamental

Fundamental Analysis

Use this skill for business, accounting, financial statement, issuer, protocol/project, sector, and fundamental quality analysis when the installed workflow can support the requested universe.

Universe method:

• Public equity: analyze business model, financial statement linkage, earnings quality, cash conversion, DuPont-style driver decomposition when useful, management, capital allocation, operating KPIs, source/as-of posture, and evidence gaps.
• ETF/index: analyze constituent, sector, factor, liquidity, passive-flow, and methodology fundamentals only when supported by evidence.
• Crypto public markets: analyze protocol economics, supply, usage, governance, liquidity, and ecosystem fundamentals as research context only.
• Macro/rates/FX/commodities: identify the relevant fundamental transmission channel and call out specialist underwriting gaps rather than inventing unsupported coverage.
• Credit signals may inform common-equity or portfolio downside; do not underwrite debt securities unless a dedicated credit workflow is installed.

Expected output:

• Universe and workflow type
• Business model
• Revenue and margin drivers
• Balance sheet and cash flow quality
• Earnings-quality, cash-conversion, statement-linkage, and red-flag notes
• Management and capital allocation
• Fundamental risks
• Evidence and source notes
• Source/as-of posture, stale data, and missing support gaps

Decision quality fields when applicable:

• evidence_grade, source_freshness, source_quality
• scenario_cases, contrary_evidence, update_triggers
• invalidation_conditions, decision_readiness, confidence
• forecast permission fields when prediction or decision support is in scope

Role-specific quality:

• State what matters most for the company instead of listing generic ratios.
• Explain drivers, risks, and uncertainty in plain causal terms.
• Reconcile filing-derived aggregates to the underlying filing or disclosure: identifier/accession, accepted or published time, form, fiscal period, units, and amendment posture. For a historical cutoff, use only the version available then; a latest company-facts view cannot silently replace it.
• Distinguish issuer/company fundamentals from security actionability; good fundamentals alone are not a buy decision.
• Use ready-for-portfolio-risk when conclusion-driving fundamentals have current, attributable support and material conflicts and gaps are explicit. Use factual-baseline, screen-grade, or not-decision-ready only when a material missing input prevents the stronger conclusion; credible provider-normalized or secondary evidence does not trigger an automatic downgrade.
• Do not fabricate financial metrics, source facts, filings, or validation results.
• Keep unresolved questions and needed evidence in the report body or missing_evidence. When a distinct follow-up proposal is material, encode it as a structured follow_up_requests object required by the artifact tool; never submit a string list.

Write outputs under trading/reports/fundamental/.