financial-analysis

Retrieve stock prices, financial statements, SEC filings, and earnings transcripts via structured financial APIs.

Updated Aug 28, 2026
One-click install
npx skills add https://github.com/AnderHonorato/Mem-rias-IA---Infinity --skill financial-analysis-anderhonorato
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/AnderHonorato/Mem-rias-IA---Infinity/tree/main/Manus/Skills/financial-analysis
Command: npx skills add https://github.com/AnderHonorato/Mem-rias-IA---Infinity --skill financial-analysis-anderhonorato

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve? Getting accurate financial data requires knowing which provider covers which asset class and which API operations actually exist. This Skill routes every request to the correct structured API (Massive, Quartr, or Yahoo Finance) instead of scraping websites or guessing numbers, and it encodes fixes for known failure modes like stale prices and wrong-quarter transcripts. ## Core Features & Use Cases - Multi-asset market data: Stock OHLCV bars, snapshots, technical indicators (SMA, EMA, MACD, RSI), options chains, forex conversion, crypto prices, and macro series like CPI and treasury yields via the Massive API. - Fundamentals and filings: Income statements, balance sheets, cash flow, 22 financial ratios for screening, 10-K sections, 8-K text, and standardized risk factors. - Earnings and IR documents: Full earnings call transcripts, investor presentation decks, and filing PDFs from Quartr using a strict events-first workflow, with helper scripts for company lookup and document retrieval. - Use Case: Ask "What did Apple's CEO say on the last earnings call?" and the Skill resolves the company, finds the latest earnings event, lists its transcripts, and retrieves the full text by Document ID. ## Quick Start Ask the assistant to pull the latest price, recent financial statements, and RSI for a ticker like NVDA using the financial-analysis skill.

Frequently Asked Questions about financial-analysis

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

FAQPage Schema
How do I get the latest stock price for a ticker?

Call YahooFinance/get_stock_chart and read meta.regularMarketPrice from the response. Do not use a historical Massive bar close as the current price, and add a 0.5 to 1.0 second delay between consecutive Yahoo Finance calls to avoid rate limiting.

How do I retrieve an earnings call transcript with the Quartr API?

Use the events-first workflow: call Quartr/list_events sorted by date descending, select the fiscal event, list transcripts with that event ID, then call Quartr/get_transcript with the Document ID. The bundled fetch_quartr_document.py script automates all of these steps.

Which API should I use for non-US stocks like Toyota or Samsung?

Use Yahoo Finance for non-US listings such as 7203.T or 005930.KS, passing the correct exchange suffix and region. Massive only covers US exchanges, ADRs, ETFs, crypto, and forex, so ordinary international listings are not available there.

How do I screen stocks by financial ratios like ROE and P/E?

Call Massive/get_financial_ratios with range filters such as return_on_equity.gte and price_to_earnings.lte, plus a limit. It supports 22 ratios including P/B, ROA, and EV/EBITDA, and all query parameter values must be strings.

Why does the API return 'api not found' for some operation names?

Only operation names listed in the reference files are enabled; invented names like Massive/get_quotes or Quartr/list_slide_decks fail. Use the confirmed equivalents such as Massive/get_stock_quotes and Quartr/list_slides documented in the references.

Can I get SEC filings and risk factors programmatically?

Yes. Use Massive/get_sec_edgar_index to browse filings, Massive/get_10k_sections for specific 10-K sections like risk factors, and Massive/get_risk_factors for standardized text. Filing PDFs are also available through Quartr list_reports and get_report.