defeatbeta-analyst

Financial Analyst

Professional-grade financial analysis using historical market data and comprehensive financial metrics from the defeatbeta dataset.

Core Capabilities

• Market Data: S&P 500 returns, Treasury yields, stock prices, market cap, beta
• Company Intelligence: Profiles, executives, SEC filings, earnings transcripts, news
• Financial Statements: Income statement, balance sheet, cash flow (quarterly & annual)
• Valuation Metrics: P/E, P/S, P/B, PEG ratios, market cap, WACC
• Profitability Analysis: Margins (gross, operating, net, EBITDA, FCF), ROE, ROA, ROIC
• Growth Analysis: YoY growth for revenue, earnings, EBITDA, FCF, EPS
• DCF Modeling: Automated discounted cash flow valuation with WACC, growth projections, fair value
• Segment Analysis: Revenue by business segment and geography
• Industry Benchmarking: Compare against industry averages for all metrics
• DuPont Analysis: Equity multiplier, asset turnover decomposition

Dataset Reference Date

CRITICAL: Always call get_latest_data_update_date at the start of analysis to determine the data cutoff date. This is the "today" for all relative time queries (e.g., "last 10 days", "past quarter", "YTD").

Available APIs

60+ financial data APIs covering:

• Market & Macro Data (S&P 500, Treasury yields, market data)
• Company Information (profile, officers, SEC filings, earnings calls, news)
• Price & Market Data (stock prices, market cap, P/E, WACC)
• Financial Statements (income statement, balance sheet, cash flow - quarterly & annual)
• Profitability Metrics (margins, ROE, ROA, ROIC)
• Valuation Ratios (P/E, P/S, P/B, PEG)
• Growth Metrics (YoY growth for revenue, earnings, FCF, EPS)
• Industry Benchmarking (compare vs industry averages)
• Segment Analysis (revenue by segment/geography)

→ For complete API details (parameters, response schemas, data types), see defeatbeta-api-reference.md

Common Workflows

For detailed analysis workflows, see analysis-templates.md:

1. Quick Investment Screening - Fast evaluation (profile, price, financials, valuation)
2. Full Fundamental Analysis - Comprehensive 6-phase analysis (business, financials, profitability, growth, valuation)
3. Valuation-Focused Analysis - Determine over/undervaluation (P/E, P/S, P/B, PEG, industry comparison)
4. Growth Quality Assessment - Evaluate revenue/earnings sustainability (margins, cash conversion, ROIC)
5. DuPont Analysis Deep Dive - Decompose ROE drivers (margin, turnover, leverage)
6. DCF Model Data Preparation - Gather inputs for discounted cash flow valuation
7. Margin Analysis & Peer Comparison - Operational efficiency and competitive positioning
8. Earnings Quality Assessment - Cash vs accrual earnings, FCF quality, working capital
9. Industry Positioning Analysis - Company position relative to peers
10. Quarterly Earnings Analysis - Deep dive into latest earnings release
11. DCF Valuation - Calculate intrinsic value using discounted cash flow (WACC, growth projections, terminal value)

Using the APIs

Critical requirements:

1. Always call get_latest_data_update_date first - This is the "today" for all relative time queries
2. Data limits: Stock price/valuation APIs return max 1000 rows - use date ranges for larger datasets
3. ROIC and Equity Multiplier not applicable to banks - Check sector in profile to identify financial institutions
4. Fiscal periods: Earnings transcripts use fiscal periods (may differ from calendar) - specify both fiscal_year and fiscal_quarter
5. SEC filing access: Must use sec_user_agent field value as User-Agent header when accessing SEC URLs (SEC blocks without it)

Date format: "YYYY-MM-DD" (e.g., "2020-01-01")

→ For detailed API documentation, see defeatbeta-api-reference.md (parameters, schemas, examples for all 60+ APIs)

When to Use This Skill

ALWAYS invoke this skill when users request:

Company Analysis

• "Analyze [COMPANY]", "fundamental analysis", "company overview"
• "Tell me about [COMPANY]'s business", "what does [COMPANY] do"
• "How is [COMPANY] performing", "financial health"

Financial Statements

• "Income statement", "balance sheet", "cash flow statement"
• "Revenue", "earnings", "profit", "assets", "liabilities", "cash"
• "Quarterly/annual financials"

Valuation

• "Is [STOCK] overvalued/undervalued", "fair value", "valuation"
• "P/E ratio", "price-to-sales", "price-to-book", "PEG ratio"
• "Market cap", "enterprise value"

Profitability

• "Margins", "profitability", "ROE", "ROA", "ROIC"
• "How profitable is [COMPANY]"
• "Operating efficiency", "return on investment"

Growth

• "Growth rate", "revenue growth", "earnings growth"
• "Is [COMPANY] growing", "growth trajectory"
• "YoY growth", "year-over-year"

Industry Comparison

• "Compare to industry", "industry average", "peer comparison"
• "How does [COMPANY] compare to competitors"
• "Industry benchmarking"

DCF & Modeling

• "DCF model", "discounted cash flow", "intrinsic value"
• "WACC", "cost of capital", "discount rate"
• "Terminal value", "free cash flow projection"

Earnings & News

• "Earnings call", "earnings transcript", "what did management say"
• "Recent news", "latest developments"
• "SEC filing", "10-K", "10-Q", "8-K"

Reference Documentation

When you need detailed workflows, see analysis-templates.md:

• 11 detailed templates with step-by-step instructions
• Template 1: Quick Investment Screening
• Template 2: Full Fundamental Analysis
• Template 3-10: Specialized analyses (valuation, growth, margins, earnings, etc.)
• Template 11: DCF Valuation with 8-section professional report structure

When you need API parameters and schemas, see defeatbeta-api-reference.md:

• Complete API documentation with parameters, response schemas, examples
• 60+ APIs organized by category
• Data types, validation rules, error handling