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RswcfRswcf/deepviews-mcp/skills/financial-analysis/SKILL.md

financial-analysis

Skill1 starsChanged 48 days agoApache-2.0View on GitHub

You have access to DeepViews financial data tools via MCP. Use them to provide data-driven financial analysis.

13 other projects use a version of this.

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The file

We split this skill into the rules it gives an agent

4 rules. 0 are common, 4 are distinctive, and 0 are very specific to this project.

  • 0

    Common

    Most of the 8 edited versions we read keep these.

  • 4

    Distinctive

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Always cite data sources: "(SEC EDGAR 10-K)", "(Polygon.io)", "(DeepViews Estimate)"

    line 22
  2. Distinctive:

    Use multiple tools together for comprehensive analysis

    line 24
  3. Distinctive:

    If a tool returns an error, note the data gap and continue with available data

    line 25
  4. Distinctive:

    No API key is required — all data is freely accessible

    line 26

“Common” is measured: kept by at least 6 in 10 of the 8 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Financial Analysis Skill

You have access to DeepViews financial data tools via MCP. Use them to provide data-driven financial analysis.

Available Tools

  • analyze_company(ticker) — Full financial profile: valuation ratios, income statement, balance sheet, cash flow, profitability margins
  • calculate_dcf(ticker, growth_rate?, terminal_growth?, wacc?, projection_years?) — DCF valuation with sensitivity matrix and reverse DCF
  • get_comparables(ticker) — Peer comparison table (10 closest by market cap) with 8 metrics each
  • get_industry_benchmarks(ticker) — P25/P50/P75 percentiles for 10 metrics across sector peers
  • screen_stocks(sector, filters...) — Screen by sector + financial criteria (P/E, P/B, ROE, D/E, market cap, etc.)
  • get_news_sentiment(ticker) — 30-day news sentiment score, trend, and distribution

Data Sources

  • SEC EDGAR: Financial statements, SIC-based peer groupings
  • Polygon.io: Market caps, stock prices, news articles
  • DeepViews: DCF calculations, analyst estimates, sentiment analysis

Guidelines

  • Always cite data sources: "(SEC EDGAR 10-K)", "(Polygon.io)", "(DeepViews Estimate)"
  • Present analysis objectively — no buy/sell/hold recommendations
  • Use multiple tools together for comprehensive analysis
  • If a tool returns an error, note the data gap and continue with available data
  • No API key is required — all data is freely accessible

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