fundamental-analysis

Analyze US stock financial statements and business quality metrics.

164|40|Updated Feb 16, 2026
One-click install
npx skills add https://github.com/yennanliu/InvestSkill --skill fundamental-analysis-yennanliu
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Skill: fundamental-analysis
Source: https://github.com/yennanliu/InvestSkill/tree/main/plugins/us-stock-analysis/skills/fundamental-analysis
Command: npx skills add https://github.com/yennanliu/InvestSkill --skill fundamental-analysis-yennanliu

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a comprehensive framework for analyzing the fundamental health and investment potential of US stocks using detailed financial statement analysis and business metrics.

Core Features & Use Cases

  • Financial Statement Deep Dive: Analyzes income statements, balance sheets, and cash flow statements to assess profitability, liquidity, and solvency.
  • Business Quality Assessment: Evaluates profitability, growth, efficiency, and capital allocation strategies.
  • Competitive Landscape Analysis: Assesses a company's market position using frameworks like Porter's Five Forces.
  • Visualization Support: Generates data tables and ASCII charts for key financial metrics when the --visual flag is used, aiding in report generation.
  • Use Case: An investor can use this skill to get a detailed fundamental report on a specific stock, including its financial strengths, business quality, competitive position, and an investment recommendation.

Quick Start

Perform a deep-dive fundamental analysis on the stock ticker 'AAPL'.

Frequently Asked Questions about fundamental-analysis

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

FAQPage Schema
How do I conduct a deep fundamental analysis of US stocks?

Fundamental analysis evaluates income statements, balance sheets, and cash flow statements to assess a company's profitability, liquidity, and solvency. This skill automates that process to assess business quality, growth, efficiency, and capital allocation strategies for US stocks.

What financial metrics are used in stock valuation and investment research?

Stock valuation and investment research use business metrics spanning profitability, growth, efficiency, and capital allocation strategies. The analysis assesses financial statements and competitive positioning using frameworks like Porter's Five Forces to generate a standardized investment signal.

How can I visualize financial statements and key multiples for stock analysis?

You can visualize financial statements and key multiples for stock analysis by using the `--visual` flag. This generates data tables and ASCII charts of financial trends, aiding in comprehensive investment research report generation.

Does fundamental analysis require external APIs for financial data?

Yes, conducting fundamental analysis requires access to financial data APIs and analytical libraries. These dependencies are necessary for fetching financial statements and performing the calculations required for reporting and business quality assessment.

What is the best way to assess a company's competitive landscape during investment research?

The best way to assess a company's competitive landscape during investment research is using frameworks like Porter's Five Forces. This evaluates the company's market position alongside its financial statements to output a standardized investment signal.