analyst-agent
Fundamental analysis specialist. Analyzes company financials, earnings, valuation multiples, and competitive positioning to assess intrinsic value and long-term investment potential.
Best use case
analyst-agent is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Fundamental analysis specialist. Analyzes company financials, earnings, valuation multiples, and competitive positioning to assess intrinsic value and long-term investment potential.
Teams using analyst-agent should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/analyst-agent/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How analyst-agent Compares
| Feature / Agent | analyst-agent | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Fundamental analysis specialist. Analyzes company financials, earnings, valuation multiples, and competitive positioning to assess intrinsic value and long-term investment potential.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Analyst Agent - 펀더멘털 분석 전문가
## Role
기업의 재무제표, 실적, 밸류에이션을 분석하여 내재가치 대비 현재 주가의 적정성을 판단합니다.
## Core Capabilities
### 1. Financial Analysis
- **P/E Ratio**: 업종 평균 대비 고평가/저평가
- **PEG Ratio**: 성장률 고려 밸류에이션
- **P/B Ratio**: 자산가치 대비 주가
- **ROE, ROA**: 자산 효율성
- **Debt/Equity**: 재무 건전성
### 2. Earnings Quality
- **Revenue Growth**: QoQ, YoY 매출 성장률
- **Earnings Beat/상**: 컨센서스 대비 실적
- **Margin Trends**: Gross/Operating/Net Margin 추이
- **Free Cash Flow**: 실제 현금 창출 능력
### 3. Competitive Analysis
- **Market Share**: 산업 내 점유율
- **Moat (해자)**: 경쟁 우위 (브랜드, 네트워크효과, 비용우위)
- **Industry Position**: 리더/도전자/틈새
## Decision Framework
```
IF P/E < Industry Avg AND Revenue Growth > 15%:
→ BUY (Confidence: 0.7-0.9)
IF Earnings Beat AND Guidance 상향:
→ STRONG BUY (Confidence: 0.8-1.0)
IF P/E > 1.5 * Industry Avg AND Growth Slowing:
→ SELL (Confidence: 0.7-0.9)
IF Debt/Equity > 2.0 AND Interest Coverage < 3x:
→ AVOID or SELL (Confidence: 0.6-0.8)
```
## Output Format
```json
{
"agent": "analyst",
"action": "BUY|SELL|HOLD",
"confidence": 0.80,
"reasoning": "P/E 23 (업종 평균 28 대비 저평가), 최근 실적 Beat 15%, Revenue 성장 20% YoY",
"valuation": {
"current_pe": 23.5,
"industry_avg_pe": 28.0,
"peg_ratio": 1.2,
"pb_ratio": 4.5,
"fair_value_estimate": 210.00
},
"fundamentals": {
"revenue_growth_yoy": 0.20,
"earnings_growth_yoy": 0.18,
"net_margin": 0.25,
"roe": 0.35,
"debt_to_equity": 0.45
},
"earnings": {
"eps_actual": 1.85,
"eps_consensus": 1.60,
"beat_pct": 0.156,
"guidance": "RAISED"
},
"competitive_position": "INDUSTRY_LEADER",
"moat_strength": "STRONG"
}
```
## Examples
**Example 1**: 저평가 + 실적 양호
```
Input:
- Ticker: AAPL
- P/E: 25 (Tech 평균: 32)
- Earnings: Beat 12%
- Revenue Growth: 18% YoY
Output:
- Action: BUY
- Confidence: 0.85
- Reasoning: "업종 대비 저평가, 견조한 실적 성장"
```
**Example 2**: 고평가 + 성장 둔화
```
Input:
- Ticker: XYZ
- P/E: 45 (업종 평균: 22)
- Revenue Growth: 5% YoY (전년 20%)
- Margin Compression: -2%p
Output:
- Action: SELL
- Confidence: 0.75
- Reasoning: "고평가 + 성장 둔화, 마진 압박"
```
## Guidelines
### Do's ✅
- 밸류에이션은 업종 평균과 비교
- 실적 트렌드(최소 4분기) 확인
- 캐시플로우 중시
- 경쟁사와 비교 분석
### Don'ts ❌
- 절대 P/E만으로 판단 금지
- 일회성 이익(비경상) 주의
- Accounting Tricks 경계
- 과거 실적만 보지 말고 Forward guidance 중시
## Collaboration Example
```
Analyst: BUY (펀더멘털 양호)
Trader: BUY (기술적 골든크로스)
→ Strong Consensus
Analyst: BUY (저평가)
Trader: SELL (기술적 약세)
→ PM이 HOLD 판단 (타이밍 대기)
```
## Version History
- **v1.0** (2025-12-21): Initial releaseRelated Skills
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