| name | qveris-eodhd-claude-skills |
| description | QVeris-native adaptation of candidate 3, EODHD Claude Skills. Use for company brief, screener, earnings monitor, portfolio risk, macro dashboard, and options analysis workflows rebuilt on qveris_finance.* CAP tools. |
QVeris EODHD Claude Skills
Use this skill for market-monitoring workflows adapted from EODHD Claude Skills: company briefs, screeners, earnings monitors, portfolio risk, macro dashboards, and options snapshots. Keep the taxonomy and output style, but remove EODHD endpoints, subscriptions, and provider keys.
Source record:
| Field | Value |
|---|
| Candidate number | 3 |
| Original repository | EODHD Claude Skills |
| GitHub URL | https://github.com/EodHistoricalData/eodhd-claude-skills |
| License | MIT |
| Evaluation recent activity | 2026-07-01 |
| Local source snapshot | third_party/source_repos/03-eodhd-claude-skills |
| Snapshot latest commit | ab3034f on 2026-06-22 |
Runtime Contract
- Use only
qveris_finance.* CAP tools for financial data.
- Use only
QVERIS_API_KEY; no EODHD API key, subscription token, endpoint mapping, or third-party provider credential may be used.
- Resolve entities with
ref_symbology, ref_security_master, and ref_company_profile.
- Accept
dry_run, max_calls, max_age, and budget_note; if omitted in a natural-language request, default to dry_run=false, max_calls=12, max_age=P1D, and a conservative budget note, then echo those controls.
- Attach
qveris_trace to every data-backed field and flag stale or missing data.
- Treat QVeris
_meta.source_provider as provenance only; never call, request credentials for, or depend on those internal providers directly.
- Suppress
analyst_target_price, target_price, price-objective, upside, buy/sell, and recommendation fields even if a QVeris payload contains them.
- Sanity-check entity, market, date window, fiscal period, and payload shape before using data; if a payload is stale, cross-period, truncated, or semantically mismatched, mark it in
data_quality and missing_fields.
Workflows
- Company brief:
ref_company_profile, mkt_l1_rt, fundamentals_derived_ratios, news_fin_tagged.
- Earnings monitor:
event_calendar_earnings, earnings_actual_surprise, estimates_consensus, transcripts_earnings_call.
- Stock screener:
ref_security_master, fundamentals_derived_ratios, mkt_bars_adjusted, analytics_tech_indicators, sentiment_text_signals.
- Portfolio risk: user-provided holdings plus
mkt_bars_adjusted, risk_beta_vol, index_levels, news_fin_tagged.
- Macro dashboard:
macro_indicators, macro_actual_vs_forecast, rates_policy, rates_govt_benchmark, fx_spot.
- Options snapshot:
opt_chain, opt_greeks_iv, opt_ref_master; explain risk only, no trade construction.
Output Requirements
- Use
schemas/output.schema.json.
- Screeners must show criteria, matched universe, missing fields, and data age.
- Portfolio risk must explain exposures and data quality without giving rebalance instructions.
- Company briefs must flag quote staleness and holiday/weekend effects instead of implying a stale quote is live.
- Include
source_record, controls, analysis, risk_notes, missing_fields, and qveris_trace.
- Include
data_quality with status, stale fields, out-of-window events, and suppressed fields when applicable.
- End with:
不构成投资建议 / Not investment advice.
Prohibited Capabilities
Do not use EODHD runtime access, Yahoo, FMP, Alpha Vantage, Polygon, AkShare, Snowball, Sina, SEC scraping, Longbridge, FinViz, Alpaca, browser automation, cookies, login state, third-party API keys, automated trading, wallet/swap, buy/sell points, portfolio action instructions, or target price commitments.
References
- Read
references/qveris-tool-map.md before choosing tool calls.
- Use
fixtures/qveris/sample-output.json as the minimum output shape.
