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financial-tool
Create a new financial data tool following project patterns
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
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Create a new financial data tool following project patterns
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Analyze portfolio performance versus benchmarks. Triggers when the user asks about "portfolio performance", "how has my portfolio done", "compare my portfolio to S&P 500 or Ibovespa", "portfolio returns", "Sharpe ratio for my portfolio", "track my investments", "dollarized P&L", or "portfolio vs benchmark".
Perform a Comparable Company Analysis (Comps) to value a company relative to its peers.
Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.
Use this skill when the user asks for a "daily briefing", "what happened today", or a summary of the Brazilian market (B3, Ibovespa, USD, Rates).
Use for Brazil/B3 tickers, CVM filings (DFP/ITR/FRE/IPE), PTAX FX conversion, B3 ETF/FII listings, or when users ask about Brazilian companies, funds, or BRL/USD conversions.
Run tests related to current changes
| name | financial-tool |
| description | Create a new financial data tool following project patterns |
Create a new financial data tool in src/tools/finance/ following project conventions.
Create the tool file in src/tools/finance/<tool-name>.ts
Follow the established pattern:
callApi() helper from api.ts to access financialdatasets.ai, or create a new provider in providers/Reference these files for patterns:
src/tools/finance/key-ratios.ts - Example tool using financialdatasets.ai APIsrc/tools/finance/api.ts - API client for financialdatasets.aisrc/tools/finance/brazil-features.ts - Brazil-specific integrationssrc/tools/types.ts - Common typesRegister the tool in src/tools/finance/index.ts
Add tests in src/__tests__/ if the tool has complex logic
import { z } from 'zod';
import { callApi } from './api.js';
import { formatToolResult } from '../types.js';
export const <toolName>Schema = z.object({
ticker: z.string().describe('Stock ticker symbol'),
// ... other params
});
export type <ToolName>Input = z.infer<typeof <toolName>Schema>;
export async function <toolName>(input: <ToolName>Input): Promise<string> {
const { ticker } = input;
const { data, url } = await callApi(`/some-endpoint`, { ticker });
return formatToolResult(data, [url]);
}