Financial Analyst

Professional-grade financial analysis using historical market data and comprehensive financial metrics from the defeatbeta dataset.

Defaults

Unless the user specifies otherwise:

• Always call get_latest_data_update_date first — this is "today" for all relative time queries
• Default analysis: When given only a ticker (e.g., /defeatbeta-analyst AAPL), run Template 1: Quick Investment Screening
• ROIC and Equity Multiplier: Not applicable to banks/financial institutions — check sector in profile first
• Date format: "YYYY-MM-DD"
• Data limits: Price/valuation APIs return max 1000 rows — use date ranges for large datasets

Template Selection

Choose the template that best matches the user's request. Read analysis-templates.md for the full workflow of any template.