financial-analysis-agent — Claude Code skill: how to install
Helps build agents for fundamental stock evaluation and risk calculation. Practical for developing robo-advisors or investment trackers.
npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a claude-codeWhat financial-analysis-agent does
The skill provides instructions for assembling automated investment research subagents. It structures Python workflows around FinancialDataCollector to fetch balances and income data via yfinance, alongside FundamentalAnalyzer for margins and P/E ratios.
Risk metrics rely on RiskAnalyzer to calculate volatility and Value at Risk. Signal aggregation happens in InvestmentRecommender, grading equities between Strong Buy and Strong Sell. Then PortfolioManager computes rebalancing actions. It handles target weight adjustments.
Running the technical routines will fail without local pandas and TA-Lib installations. Live market screening also depends on active API access to services like Alpha Vantage or Polygon.io.
What it helps with
- collect financial statements and stock ratios via
yfinance - calculate price volatility and Value at Risk (VaR)
- generate investment ratings with scores from Strong Buy to Strong Sell
- rebalance investment portfolios toward target asset allocations
- identify price support and resistance levels on market charts
Example prompts for the agent
- Use
FundamentalAnalyzerto calculate liquidity ratios and P/E for these stock tickers. - Analyze portfolio risk using
RiskAnalyzerand calculate the Value at Risk. - Run a portfolio rebalancing via
PortfolioManageraccording to target weight allocations.
How to install financial-analysis-agent
1Skills CLI (Vercel)
npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a claude-code2Manually: put the files in place
~/.claude/skills/financial-analysis-agent/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/financial-analysis-agent/
1Skills CLI (Vercel)
npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a codex2Manually: put the files in place
.agents/skills/financial-analysis-agent/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a cursor2Manually: put the files in place
.cursor/skills/financial-analysis-agent/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install qodex-ai/ai-agent-skills financial-analysis-agent2Manually: put the files in place
.github/skills/financial-analysis-agent/SKILL.md1Skills CLI (Vercel)
npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a gemini-cli2Platform CLI
gemini skills install https://github.com/qodex-ai/ai-agent-skills --path skills/financial-analysis-agentManually: put the files in place
.devin/skills/financial-analysis-agent/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about financial-analysis-agent
How do I install financial-analysis-agent in Claude Code?
Run npx skills add qodex-ai/ai-agent-skills --skill financial-analysis-agent -a claude-code.
What does financial-analysis-agent do?
It provides subagent patterns and structure for automated fundamental and technical investment analysis. The skill coordinates data retrieval, risk metric calculations, and automated buy or sell recommendations.
Which libraries does the skill require for calculations?
It relies on Python libraries such as pandas and TA-Lib. For market quotes and statements, it connects to providers like yfinance or Polygon.io.
