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EodHistoricalDataEodHistoricalData/eodhd-claude-skills/skills/company-brief/SKILL.md

company-brief

Skill47 starsChanged 4 months agoMITView on GitHub

Generate a comprehensive company snapshot using EODHD data — profile, fundamentals, recent news, sentiment, insider transactions, and key metrics. Use when the user asks about a specific company, wants a stock overview, or needs a quick investment brief.

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SKILL.md

Skill: company-brief

Purpose

Build a comprehensive company brief combining multiple EODHD data sources into a single actionable snapshot. Covers company profile, financial fundamentals, recent news with sentiment, insider activity, and key valuation/growth metrics.

Trigger

Activate when the user asks for:

  • Company overview, profile, or "tell me about [ticker]"
  • Stock summary or investment brief
  • Company fundamentals with context
  • "What does [company] do?" with financial data
  • Quick due diligence on a ticker

Workflow

  1. Identify the ticker — resolve to TICKER.EXCHANGE format (e.g., AAPL.US)
  2. Fetch fundamentals — fundamentals endpoint for profile, valuation, financials
  3. Fetch recent prices — eod endpoint for last 30-90 days of price history
  4. Fetch news — news endpoint (limit 10) for recent headlines and sentiment
  5. Fetch sentiment — sentiment endpoint for daily sentiment scores
  6. Fetch insider activity — insider-transactions endpoint for recent insider trades
  7. Compile brief using the structure below

Output Structure

[Company Name] (TICKER.EXCHANGE) — Company Brief

Profile

  • Sector, Industry, Country, Exchange
  • Market Cap, Enterprise Value
  • Employees, IPO Date
  • Business description (2-3 sentences)

Valuation Snapshot

MetricValue
P/E (TTM)—
Forward P/E—
P/S—
P/B—
EV/EBITDA—
Dividend Yield—

Financial Highlights (TTM)

  • Revenue, Net Income, EPS
  • Revenue Growth YoY
  • Gross Margin, Operating Margin, Net Margin
  • ROE, ROA, ROIC

Price Action (last 30 days)

  • Current price, 30d change %
  • 52-week high/low, distance from highs

Recent News & Sentiment

  • Top 5 headlines with dates and sentiment scores
  • Average sentiment trend

Insider Activity

  • Recent insider buys/sells (last 90 days)
  • Net insider sentiment (buying vs selling)

Key Takeaways

  • 3-5 bullet points summarizing the investment picture

This is not financial advice. Data is for informational purposes only.

Endpoints Used

EndpointPurposeCost
fundamentalsProfile, valuation, financials10 calls
eodPrice history1 call
newsRecent headlines + sentiment5 + 5/ticker
sentimentDaily sentiment scores5 + 5/ticker
insider-transactionsInsider trading activity1 call

References

  • ../eodhd-api/references/endpoints/fundamentals-data.md
  • ../eodhd-api/references/endpoints/historical-stock-prices.md
  • ../eodhd-api/references/endpoints/company-news.md
  • ../eodhd-api/references/endpoints/sentiment-data.md
  • ../eodhd-api/references/endpoints/insider-transactions.md
  • ../eodhd-api/references/general/fundamentals-api.md

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