Financial Analysis Agent
This gives you a foundation for building investment analysis tools with technical indicators, fundamental ratios, and risk metrics. You get classes for pulling data from yfinance, calculating things like RSI and moving averages, running valuation analysis with PE and PB ratios, and generating buy/sell recommendations with confidence scores. The portfolio manager handles rebalancing and risk assessment across holdings. It's solid for prototyping robo-advisors or internal analysis tools, though you'll want to add your own data validation and error handling before using this with real money. The ethical guidelines about disclosing limitations and avoiding market manipulation are worth keeping front of mind.
- skills.sh installs
- 1.3K
- GitHub stars
- 48
- last updated
- Aug 21, 2026
Install
$ npx -y skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent --agent claude-codeInstalls into .claude/skills of the current project.
Files
Financial Analysis Agent
Build intelligent financial analysis agents that evaluate investments, assess risks, and generate data-driven recommendations.
Financial Data Integration
See examples/financial_data_collector.py for the FinancialDataCollector class that:
- Integrates with yfinance for stock data
- Retrieves financial statements (income, balance sheet, cash flow)
- Fetches key metrics (market cap, PE ratio, dividend yield, etc.)
Financial Analysis Techniques
Technical Analysis
See examples/technical_analyzer.py for TechnicalAnalyzer:
- Moving averages calculation
- Relative Strength Index (RSI)
- Support and resistance level identification
Fundamental Analysis
See examples/fundamental_analyzer.py for FundamentalAnalyzer:
- Profitability ratios (gross margin, operating margin, net margin, ROA, ROE)
- Valuation ratios (PE, PB, PEG, price-to-sales)
- Liquidity ratios (current ratio, quick ratio, debt-to-equity)
Sponsors
Agent CaffeineSponsoredClose your lid, come back to finished work
SnugSponsoredThe clipboard manager for the AI eraPromote your product hereReach 125k+ visitors monthly
WaxSponsoredBlock anything with supervision, without erasing your iPhonePromote your product hereReach 125k+ visitors monthly
knobsSponsoredSee your site on any phone, any day, in any languageDetails
- Repository
- github.com/qodex-ai/ai-agent-skills
- Categories
- AI & Agent Building, Data Science & ML, Finance & Trading
- First seen
- Apr 16, 2026
More from qodex-ai/ai-agent-skills
All 24- Legal Document Analyzer1.2K
- Ecommerce Platform Specialist657
- Spreadsheet Processor626
- Creative Generation Agent572
- Chat With Arxiv303
- Deep Research Agent287
- Autonomous Agent Gaming272
- Rag Agent Builder261
- Generate Swagger Docs255
- System Design217
- Voice Ai Integration209
- User Interface Designer206
- Presentation Builder201
- Financial Document Management195
- Llm Fine Tuning Guide194
- Aesthetic Analysis190
- Component Interface Design182
- Market Intelligence Gather172
- Data Organization System166
- Prospect Investigation163
- Browser Automation Framework160
- Word Document Processor3.6K
- Multi Agent Orchestration2.1K
Recommended
More AI & Agent Building
tensorrt-llmorchestra-research/ai-research-skillsOptimizes LLM inference with NVIDIA TensorRT for maximum throughput and lowest latency. Use for production deployment on NVIDIA GPUs (A100/H100), when you need 1.1Kskills.sh installs
configuring-dbt-mcp-serverdbt-labs/dbt-agent-skillsGenerates MCP server configuration JSON, resolves authentication setup, and validates server connectivity for dbt. Use when setting up, configuring, or troubles1.1Kskills.sh installsdistributed-llm-pretraining-torchtitanorchestra-research/ai-research-skillsProvides PyTorch-native distributed LLM pretraining using torchtitan with 4D parallelism (FSDP2, TP, PP, CP). Use when pretraining Llama 3.1, DeepSeek V3, or cu1Kskills.sh installs
creative-generation-agentqodex-ai/ai-agent-skillsBuild agents that generate creative content including music, memes, podcasts, and multimedia. Covers generative models, content synthesis, style transfer, and c572skills.sh installs
agent-teams-simplify-and-hardenpskoett/pskoett-ai-skillsImplementation + audit loop using parallel agent teams with structured simplify, harden, and document passes. Spawns implementation agents to do the work, then 513skills.sh installs
mcp-configlibukai/awesome-agent-skillsConfigure MCP (Model Context Protocol) servers for Claude Code. Manage MCP servers at user or project scope with best practices to avoid context pollution.505skills.sh installs