fundamental-analysis
Fundamental analysis
Turn official filings into a defensible company thesis with reproducible calculations and explicit evidence gaps.
Run the scripts by path (<skill-dir> is this skill's folder) from the user's working directory. Save workpapers, model outputs and the finished report there (default reports/) or where the user chooses, never inside the skill folder.
The output is research, not personalized financial advice: the work ends at the report, with trades and monitoring left to the user.
1. Establish the evidence
Read financial-reports-scraper and input-contract.md. Reuse the user's scraper CSV when available; for a company name without one, acquire it through that skill. Resolve the issuer and share class, information cutoff, reporting currency and scope. Default to a full analysis over five annual periods plus available interim filings, and adapt history to the selected scenario. Ask only for missing inputs that block the next step.
If the sibling skill is missing, name the required path and stop acquisition and calculation until it is available. If history is thin, widen the scraper window before drawing trends.
ETF/ETC rows and specialized financial businesses route through scenario-special-sectors.md.
Done when the input CSV is identified, the cutoff is explicit, and missing coverage is recorded.