defeatbeta-analyst

Integrate market data, SEC filings, and earnings transcripts for financial analysis.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill defeatbeta-analyst-smrik
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: defeatbeta-analyst
Source: https://github.com/smrik/ai-fund/tree/main/skills/defeatbeta-analyst
Command: npx skills add https://github.com/smrik/ai-fund --skill defeatbeta-analyst-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill solves the challenge of synthesizing vast amounts of fragmented market data, earnings transcripts, and financial statements into actionable investment insights.

Core Features & Use Cases

  • Comprehensive Analysis: Executes 23 specialized templates ranging from quick investment screening to deep-dive DCF valuation and DuPont analysis.
  • Data Integration: Leverages 60+ market data APIs to provide real-time metrics, historical trends, and industry benchmarking.
  • Use Case: Use this skill to perform a full fundamental analysis on a ticker, including revenue growth assessment, margin trend investigation, and intrinsic value calculation via DCF.

Quick Start

Trigger the defeatbeta-analyst skill by providing a stock ticker to run a quick investment screening.

Frequently Asked Questions about defeatbeta-analyst

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I perform DCF valuation and fundamental analysis on a stock ticker?

DCF valuation and fundamental analysis are performed by integrating historical market data, SEC filings, and earnings transcripts to calculate intrinsic value, assess revenue growth, and investigate margin trends for a provided stock ticker.

Can I use this skill for industry benchmarking and profitability decomposition?

Yes, industry benchmarking and profitability decomposition are supported through 23 specialized templates, including DuPont analysis, leveraging 60+ market data APIs to provide real-time metrics and historical industry trends.

Do I need a specific server to run financial analysis and retrieve market data?

Yes, executing deterministic financial logic and data retrieval requires access to the defeatbeta MCP server, which integrates the 60+ market data APIs necessary for comprehensive investment research and valuation modeling.

What is the best way to synthesize fragmented SEC filings and earnings transcripts into investment insights?

Synthesizing fragmented SEC filings and earnings transcripts into actionable investment insights is achieved by applying specialized analysis templates that integrate real-time market data for intrinsic value calculation and profitability assessment.

Does this skill support quick investment screening or only deep-dive financial modeling?

The skill supports both quick investment screening triggered by providing a stock ticker and deep-dive financial modeling, ranging from fundamental analysis to comprehensive DCF valuation and industry benchmarking.

What data sources are used for intrinsic value calculation and revenue growth assessment?

Intrinsic value calculation and revenue growth assessment utilize historical market data, SEC filings, and earnings transcripts integrated through 60+ market data APIs to deliver deterministic financial metrics and trends.