fundamental-analysis skills

18 tagged fundamental-analysis, measured the same way as everything else here.

Browse within: financial-analysis 17equity-research 10debt 7earnings-calls 7equities 7funds 7

OctagonAI/octagon-mcp-server

Skill Claude CodeCodex

Route broad company, sector, valuation, filings, transcript, and market data questions into the right Octagon workflow. Use when the user wants full-scope investment research or when multiple Octagon skills may be needed.

147 1mo ago A 50 tokens original MIT

OctagonAI/octagon-mcp-server

Skill Claude CodeCodex

Validate Octagon plugin configuration and run a lightweight smoke test across the main Octagon MCP workflows. Use when checking whether the plugin is configured correctly, debugging auth, or verifying tool availability.

147 1mo ago A 44 tokens original MIT

OctagonAI/octagon-mcp-server

Skill Claude CodeCodex

Generate Kalshi prediction market research reports or fetch structured event history. Use when the user mentions Kalshi, prediction markets, market probability, expected return, or event history.

147 1mo ago A 39 tokens original MIT

catalyst-calendar

04

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Skill "catalyst-calendar" from prof-little-bear/cc-equity-research, covering catalyst calendar, workflow, step 1: define coverage universe, step 2: gather catalysts and step 3: calendar view.

88 +1 3mo ago A 0 tokens copy · 88% Apache-2.0

earnings-analysis

05

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when…

88 +1 3mo ago A 108 tokens copy · 100% Apache-2.0

initiating-coverage

06

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables…

88 +1 3mo ago A 90 tokens copy · 100% Apache-2.0

equity-research

07

pppop00/Equity-Research-Company

Skill Claude CodeCodex

Full-stack equity research report generator built on the Anamnesis Pattern (cross-session institutional memory + scheduled adversarial review). Trigger when the user wants to analyze a company, generate an equity research report, fundamental analysis, or stock investment research. Works with a company name (web…

8 +1 1mo ago A 285 tokens original Apache-2.0

financial-reports/financial-reports-mcp-server

Skill Claude CodeCodex

Use for questions about a public company's regulatory filings or financials — revenue, EBITDA, net income, debt, cash flow, 10-K/20-F/annual reports, insider transactions, peer or industry screening, or resolving a company by name, ticker, ISIN or LEI via the FinancialReports MCP connector. Carries the workflows plus…

2 2d ago A 110 tokens original MIT