| name | company-brief |
| description | 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. |
| version | 0.4.0 |
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
- Identify the ticker — resolve to
TICKER.EXCHANGE format (e.g., AAPL.US)
- Fetch fundamentals —
fundamentals endpoint for profile, valuation, financials
- Fetch recent prices —
eod endpoint for last 30-90 days of price history
- Fetch news —
news endpoint (limit 10) for recent headlines and sentiment
- Fetch sentiment —
sentiment endpoint for daily sentiment scores
- Fetch insider activity —
insider-transactions endpoint for recent insider trades
- 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
| Metric | Value |
|---|
| 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
| Endpoint | Purpose | Cost |
|---|
fundamentals | Profile, valuation, financials | 10 calls |
eod | Price history | 1 call |
news | Recent headlines + sentiment | 5 + 5/ticker |
sentiment | Daily sentiment scores | 5 + 5/ticker |
insider-transactions | Insider trading activity | 1 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
