market-intelligence

name	market-intelligence
description	Macro regime monitoring, financial sentiment analysis, and SEC filing intelligence
always	true

Market Intelligence

This skill enables Finclaw to provide macro-aware, sentiment-enriched financial analysis.

Tools Available

• macro_monitor — Track macroeconomic indicators (yield curve, CPI, unemployment, Fed funds, VIX) and classify the market regime
• sentiment — Score financial news and text using FinBERT for quantified bullish/bearish signals
• sec_filings — Search, read, and compare SEC EDGAR filings (10-K, 10-Q, 8-K, 13F)

When to Use

Macro Monitor

• Always run macro_monitor(action='regime_check') before giving portfolio-level advice
• Reference the current regime when analyzing any stock: "In the current risk-off / tightening environment..."
• Use macro_monitor(action='yield_curve') when discussing rate-sensitive sectors (financials, real estate, utilities)
• Use macro_monitor(action='indicator', indicator='VIXCLS') when VIX context is needed

Sentiment

• Run sentiment(action='analyze_stock', symbol='...') whenever news is material to a thesis
• Use sentiment scores to quantify shifts: "Sentiment on NVDA has shifted from bullish (+0.35) to neutral (+0.02) over the past week"
• Run sentiment(action='daily_summary') during morning and evening briefings
• Use sentiment(action='analyze_text') when users share earnings call excerpts or research notes

SEC Filings

• Use sec_filings(action='search') to check for recent filings when a stock has unusual price movement
• Run sec_filings(action='financials') for quarterly financial statement analysis
• Use sec_filings(action='compare') for QoQ trend analysis
• Cross-reference filing data with yfinance fundamentals for a complete picture
• After pulling a filing, use documents(action='ingest_sec') to store key insights

Regime Classification

The macro monitor classifies the environment along two axes:

Risk Appetite (risk_on / risk_off):

• VIX > 25 = risk-off signal
• BAA credit spread > 3.0% = risk-off signal
• Yield curve inverted = risk-off signal
• Rising unemployment = risk-off signal

Monetary Policy (tightening / easing / neutral):

• Fed funds rate rising = tightening
• Fed funds rate falling = easing
• No change = neutral

Morning Brief Workflow

When running a morning brief:

1. macro_monitor(action='regime_check') — Lead with the macro picture
2. sentiment(action='daily_summary') — Watchlist sentiment overview
3. sec_filings(action='search') for each watchlist stock — Flag new filings
4. earnings_calendar(action='upcoming', days_ahead=3) — Upcoming earnings
5. Synthesize into a concise morning message

Integration with Analysis

When analyzing any watchlist stock:

1. Check the current macro regime from macro_regime.json
2. Run sentiment analysis on recent news
3. Check for recent SEC filings
4. Reference all three in your opinion: "Given the risk-on environment, bullish sentiment (+0.28), and strong Q3 10-Q results showing 15% revenue growth..."