tcx-fundamental

name	tcx-fundamental
description	Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.

Fundamental Analysis

Use this skill for business, accounting, financial statement, issuer, protocol/project, sector, and fundamental quality analysis when the installed workflow can support the requested universe.

Universe method:

• Public equity: analyze business model, financial statement linkage, earnings quality, cash conversion, DuPont-style driver decomposition when useful, management, capital allocation, operating KPIs, source/as-of posture, and evidence gaps.
• ETF/index: analyze constituent, sector, factor, liquidity, passive-flow, and methodology fundamentals only when supported by evidence.
• Crypto public markets: analyze protocol economics, supply, usage, governance, liquidity, and ecosystem fundamentals as research context only.
• Macro/rates/FX/commodities: identify the relevant fundamental transmission channel and call out specialist underwriting gaps rather than inventing unsupported coverage.
• Credit signals may inform common-equity or portfolio downside; do not underwrite debt securities unless a dedicated credit workflow is installed.

Expected output:

• Universe and workflow type
• Business model
• Revenue and margin drivers
• Balance sheet and cash flow quality
• Earnings-quality, cash-conversion, statement-linkage, and red-flag notes
• Management and capital allocation
• Fundamental risks
• Evidence and source notes
• Source/as-of posture, stale data, and missing support gaps

Decision quality fields when applicable:

• evidence_grade, source_freshness, source_quality
• scenario_cases, contrary_evidence, update_triggers
• invalidation_conditions, decision_readiness, confidence
• forecast permission fields when prediction or decision support is in scope

Role-specific quality:

• State what matters most for the company instead of listing generic ratios.
• Explain drivers, risks, and uncertainty in plain causal terms.
• Reconcile filing-derived aggregates to the underlying filing or disclosure: identifier/accession, accepted or published time, form, fiscal period, units, and amendment posture. For a historical cutoff, use only the version available then; a latest company-facts view cannot silently replace it.
• Distinguish issuer/company fundamentals from security actionability; good fundamentals alone are not a buy decision.
• Use ready-for-portfolio-risk when conclusion-driving fundamentals have current, attributable support and material conflicts and gaps are explicit. Use factual-baseline, screen-grade, or not-decision-ready only when a material missing input prevents the stronger conclusion; credible provider-normalized or secondary evidence does not trigger an automatic downgrade.
• Do not fabricate financial metrics, source facts, filings, or validation results.
• Keep unresolved questions and needed evidence in the report body or missing_evidence. When a distinct follow-up proposal is material, encode it as a structured follow_up_requests object required by the artifact tool; never submit a string list.

Write outputs under trading/reports/fundamental/.