Extract claims from analyst reports and verify them against SEC EDGAR data.
npx skills add https://github.com/YH-05/finance --skill ca-eval
Please help me install this Agent Skill. Skill: ca-eval Source: https://github.com/YH-05/finance/tree/main/.claude/skills/ca-eval Command: npx skills add https://github.com/YH-05/finance --skill ca-eval
This Skill automates the complex and time-consuming process of evaluating a company's competitive advantage based on established investment criteria, transforming analyst reports and financial filings into structured, actionable insights.
Use the ca-eval skill to evaluate the competitive advantage of ORLY.
High-intent search queries and answers about installing and using this skill.
Evaluating competitive advantage from financial filings is automated by extracting claims from analyst reports, verifying them against SEC EDGAR data, and applying 12 investment rules to produce a structured assessment report.
AI critique of investment analysis reports works by using LLMs to review the initial competitive advantage assessment, identify reasoning gaps in the applied rules, and suggest revisions for improved consistency.
Yes, you can fact-check analyst reports against SEC EDGAR data. The Skill validates extracted competitive advantage claims by cross-referencing them with available SEC filings and checking internal report consistency.
The best way to assess investment claims using rule-based criteria is to apply a defined set of 12 investment rules to evaluate the strength and validity of each extracted claim, followed by an AI-driven critique.
You need analyst reports containing competitive advantage claims and access to SEC EDGAR filings for fact-checking. The Skill integrates these financial data sources and knowledge bases to generate a comprehensive assessment.
Verifying claims for companies without SEC EDGAR filings is limited to internal report consistency checks. The fact-checking mechanism validates claims against available SEC data, so international or private companies may lack full verification coverage.
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