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Agent Skills with tag: financial-data

9 skills match this tag. Use tags to discover related Agent Skills and explore similar workflows.

wrds

This skill should be used when the user asks to "query WRDS", "access Compustat", "get CRSP data", "pull Form 4 insider data", "query ISS compensation", "download SEC EDGAR filings", "get ExecuComp data", "access Capital IQ", or needs WRDS PostgreSQL query patterns.

financial-datawrdsdata-querycompustat
edwinhu
edwinhu
0

lseg-data

This skill should be used when the user asks to "access LSEG data", "query Refinitiv", "get market data from Refinitiv", "download fundamentals from LSEG", "access ESG scores", "convert RIC to ISIN", or needs the LSEG Data Library Python API.

market-dataapiRefinitivfinancial-data
edwinhu
edwinhu
0

institutional-flow-tracker

Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

financial-dataportfolio-analysisinvestment-analysismarket-data
tradermonty
tradermonty
63

economic-calendar-fetcher

Fetch upcoming economic events and data releases using FMP API. Retrieve scheduled central bank decisions, employment reports, inflation data, GDP releases, and other market-moving economic indicators for specified date ranges (default: next 7 days). Output chronological markdown reports with impact assessment.

economic-calendarfinancial-datamarket-indicatorsFMP-API
tradermonty
tradermonty
63

value-dividend-screener

Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.

financial-datainvestment-strategystock-screeningdividend-investing
tradermonty
tradermonty
63

us-stock-analysis

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

financial-datainvestment-strategystock-tradingfinancial-modeling
tradermonty
tradermonty
63

earnings-calendar

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.

financial-dataearnings-calendarAPI-integrationstock-market
tradermonty
tradermonty
63

stock-screener

Filter and screen stocks by financial metrics like P/E ratio, market cap, dividend yield, and growth rates. Analyze and compare stocks from CSV data.

financial-datacsvfiltersstock-trading
dkyazzentwatwa
dkyazzentwatwa
3

akshare

使用 akshare 获取中国金融市场实时数据和历史数据。当需要查询A股、港股、美股、指数、基金、期货等金融产品的实时行情、历史数据、财务报表时使用该技能。

pythonapireal-time-datafinancial-data
Alice
Alice
72