financial-analysis-agent
Build intelligent agents for investment analysis, risk assessment, and portfolio recommendations.
Works with
What it does
Integrates financial data collection via yfinance with technical analysis (moving averages, RSI, support/resistance) and fundamental analysis (profitability, valuation, and liquidity ratios)
Includes risk assessment tools covering volatility, Value at Risk, Sharpe Ratio, and company-specific risk evaluation
Generates investment recommendations (Strong Buy through Strong Sell) with confid
Installation Guide
How to use financial-analysis-agent on Cursor
AI-first code editor with Composer
Prerequisites
Before installing skills in Cursor, ensure your development environment meets these requirements:
- ›Cursor installed and configured on your machine
- ›Node.js 16+ with npm — verify with
node --version - ›Active project directory where you want to add
financial-analysis-agent
Run the install command
Execute the skills CLI command in your project's root directory to begin installation:
Fetches financial-analysis-agent from qodex-ai/ai-agent-skills and configures it for Cursor.
Select Cursor when prompted
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Verify installation
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate financial-analysis-agent. Access via /financial-analysis-agent in your agent's command palette.
Security Notice
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.
Documentation
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Use Cases
User Story & Requirements Generation
Create detailed user stories, acceptance criteria, and feature specs
Example
Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios
Reduce spec writing time by 50%, ensure comprehensive coverage
Competitive Analysis
Research competitors, compare features, identify gaps
Example
Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities
Complete competitive research in 2 hours instead of 2 days
Roadmap Prioritization
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale