---
name: fundamental-analysis
description: Fundamental analysis report — valuation, growth, analyst consensus, financial health via openbb-invest-api
user-invocable: true
metadata: { "openclaw": { "emoji": "📋", "requires": { "bins": ["curl"] } } }
---

# Fundamental Analysis

Generate a structured fundamental analysis report for a given stock ticker.

## Data Collection

Fetch the following endpoints using `exec` tool:

```bash
BASE=https://invest-api.k8s.home

# 1. Key metrics (PE, PB, ROE, EPS, beta, dividend yield)
curl -sk "$BASE/api/v1/stock/{TICKER}/metrics"

# 2. Financial statements (income, balance sheet, cash flow)
curl -sk "$BASE/api/v1/stock/{TICKER}/financials"

# 3. Analyst price targets (consensus, high, low)
curl -sk "$BASE/api/v1/stock/{TICKER}/upgrades"

# 4. Analyst recommendations (buy/hold/sell counts)
curl -sk "$BASE/api/v1/stock/{TICKER}/recommendations"

# 5. Risk metrics (Sharpe, volatility, max drawdown)
curl -sk "$BASE/api/v1/stock/{TICKER}/performance?days=365"
```

## Report Structure

```
## {TICKER} Fundamental Analysis — {date}

### Valuation
- P/E: {value} vs sector average — [cheap / fair / expensive]
- P/B: {value}
- PEG: {value if available}
- Current price vs analyst consensus target: {price} vs {target} ({upside/downside}%)

### Growth & Profitability
- Revenue YoY growth: {%}
- EPS YoY growth: {%}
- ROE: {%} — [strong >15% / moderate / weak <5%]
- Net margin: {%}

### Financial Health
- Debt-to-Equity: {ratio}
- Current Ratio: {ratio}
- Free Cash Flow trend: [positive/negative/declining]

### Analyst Consensus
- Ratings: {buy} buy / {hold} hold / {sell} sell
- Recent upgrades/downgrades: {summary}
- Price target range: ${low} — ${high} (consensus ${target})

### Risk Profile
- Beta: {value} — [low <0.8 / market ~1.0 / high >1.2]
- Sharpe ratio (1Y): {value}
- Max drawdown (1Y): {%}
- Dividend yield: {%} (if applicable)

### Signal: [BULLISH / BEARISH / NEUTRAL]
### Confidence: {1-10}
### Key Risk: {one-line risk factor}
```

## Rules

- Use ONLY data from the API responses — never fabricate financial figures
- If an endpoint returns an error, note "Data unavailable" for that section
- Keep the report under 400 words
- Compare metrics to reasonable benchmarks (S&P 500 average PE ~22, ROE ~15%)