financial-analysis

Analyzes markets and generates trade signals via FinSurfing API endpoints.

1|Updated May 6, 2026
One-click install
npx skills add https://github.com/surfingalien/FinSurfing --skill financial-analysis-surfingalien
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/surfingalien/FinSurfing/tree/main/skills/financial-analysis
Command: npx skills add https://github.com/surfingalien/FinSurfing --skill financial-analysis-surfingalien

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Investors and traders need structured, multi-factor analysis across stocks, ETFs, crypto, and mutual funds, but manually combining technical indicators, macro data, sentiment, and fundamentals into actionable trade decisions is slow and error-prone. ## Core Features & Use Cases - 5-Agent Market Scanner: POST /api/ai-brain/analyze scans 40+ universes (stocks_tech, crypto_l1, etfs_sector, mutualfunds, etc.) and returns composite scores, agent verdicts, entry/target/stop zones, and falsifiable thesis assumptions. - Persona-Based Buy Signals: POST /api/recommendations generates 20 recommendations modeled on investor personas such as Buffett, Lynch, Dalio, and Burry, each with entry price, take profit, stop loss, thesis, and bear case. - Technical & Sentiment Analysis: Per-symbol signals from RSI, MACD, EMA, Bollinger Bands, ATR, StochRSI, VWAP, and OBV, plus Reddit sentiment from r/wallstreetbets and 14 FRED macro indicators with regime assessment. - Use Case: Ask the agentic copilot (POST /api/copilot/chat) to scan the tech universe for swing trades; it dispatches scan_market, analyze_symbol, and get_macro tools and streams ranked picks with entry zones and risk/reward ratios. ## Quick Start Ask the assistant to scan the tech stock universe for swing trade candidates with entry, target, and stop-loss zones using the financial analysis endpoints.

Frequently Asked Questions about financial-analysis

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

FAQPage Schema
How do I scan the market for trade opportunities with an AI agent?

Send a POST request to /api/ai-brain/analyze with scanMode, horizon, and optional symbols or holdings. The 5-agent engine scans 40+ universes and returns ranked picks with composite scores, verdicts, entry/target/stop zones, and thesis assumptions.

How to get buy recommendations based on investor personas like Buffett or Dalio?

POST to /api/recommendations with a persona such as buffett, lynch, dalio, or burry, plus optional holdings and focus symbols. It returns 20 recommendations across stocks, ETFs, and crypto with entry price, take profit, stop loss, thesis, and bear case.

What technical indicators does the trading analysis endpoint support?

The /api/trading-analysis/analyze endpoint computes RSI(14), MACD(12,26,9), EMA(9/21/50/200), Bollinger Bands, ATR, StochRSI, VWAP, OBV, and support/resistance levels. It returns a BUY/SELL/HOLD signal with confidence, risk-reward, and contradictions.

Does the market scanner support crypto and mutual funds?

Yes, scan universe codes include crypto, crypto_l1, crypto_defi, and crypto_ai for digital assets, plus mutualfunds and mutualfunds_growth for funds like FCNTX and AGTHX. Sector ETFs, bond ETFs, and commodity ETFs are also supported.

What happens when the primary AI model is overloaded?

The stack uses claude-sonnet-4-6 as primary and falls back to llama-3.3-70b-versatile via Groq on 529 overload errors. A circuit breaker triggers a 60-second cooldown after three consecutive failures.