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- 5 analysis skills: trade-analyze (orchestrator), market-analysis, fundamental-analysis, sentiment-analysis, macro-analysis - 4 debate agent personas (SOUL.md): invest-bull, invest-bear, invest-hawk, invest-dove - 5 agent operating instructions (AGENTS.md) including invest-analyst - Deploy script for pushing to remote OpenClaw server - Uses sessions_spawn for non-blocking agent delegation - invest-analyst collects data via API, spawns debate agents, synthesizes final BUY/SELL/HOLD verdict
79 lines
2.2 KiB
Markdown
79 lines
2.2 KiB
Markdown
---
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name: fundamental-analysis
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description: Fundamental analysis report — valuation, growth, analyst consensus, financial health via openbb-invest-api
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user-invocable: true
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metadata: { "openclaw": { "emoji": "📋", "requires": { "bins": ["curl"] } } }
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---
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# Fundamental Analysis
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Generate a structured fundamental analysis report for a given stock ticker.
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## Data Collection
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Fetch the following endpoints using `exec` tool:
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```bash
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BASE=https://invest-api.k8s.home
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# 1. Key metrics (PE, PB, ROE, EPS, beta, dividend yield)
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curl -sk "$BASE/api/v1/stock/{TICKER}/metrics"
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# 2. Financial statements (income, balance sheet, cash flow)
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curl -sk "$BASE/api/v1/stock/{TICKER}/financials"
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# 3. Analyst price targets (consensus, high, low)
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curl -sk "$BASE/api/v1/stock/{TICKER}/upgrades"
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# 4. Analyst recommendations (buy/hold/sell counts)
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curl -sk "$BASE/api/v1/stock/{TICKER}/recommendations"
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# 5. Risk metrics (Sharpe, volatility, max drawdown)
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curl -sk "$BASE/api/v1/stock/{TICKER}/performance?days=365"
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```
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## Report Structure
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```
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## {TICKER} Fundamental Analysis — {date}
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### Valuation
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- P/E: {value} vs sector average — [cheap / fair / expensive]
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- P/B: {value}
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- PEG: {value if available}
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- Current price vs analyst consensus target: {price} vs {target} ({upside/downside}%)
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### Growth & Profitability
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- Revenue YoY growth: {%}
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- EPS YoY growth: {%}
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- ROE: {%} — [strong >15% / moderate / weak <5%]
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- Net margin: {%}
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### Financial Health
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- Debt-to-Equity: {ratio}
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- Current Ratio: {ratio}
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- Free Cash Flow trend: [positive/negative/declining]
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### Analyst Consensus
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- Ratings: {buy} buy / {hold} hold / {sell} sell
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- Recent upgrades/downgrades: {summary}
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- Price target range: ${low} — ${high} (consensus ${target})
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### Risk Profile
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- Beta: {value} — [low <0.8 / market ~1.0 / high >1.2]
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- Sharpe ratio (1Y): {value}
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- Max drawdown (1Y): {%}
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- Dividend yield: {%} (if applicable)
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### Signal: [BULLISH / BEARISH / NEUTRAL]
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### Confidence: {1-10}
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### Key Risk: {one-line risk factor}
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```
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## Rules
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- Use ONLY data from the API responses — never fabricate financial figures
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- If an endpoint returns an error, note "Data unavailable" for that section
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- Keep the report under 400 words
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- Compare metrics to reasonable benchmarks (S&P 500 average PE ~22, ROE ~15%)
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