| name | defeatbeta-analyst |
| description | Professional financial analysis using 60+ market data APIs. Use for: company fundamentals (revenue, margins, EPS, balance sheet), valuation (P/E, P/B, P/S, PEG, DCF, intrinsic value), profitability (ROE, ROA, ROIC), growth trends (YoY revenue/earnings/FCF), earnings transcripts (key data, changes, guidance), industry benchmarking, segment/geography revenue breakdown, business model analysis, competitive landscape, risk analysis, investment thesis, bull/bear scenarios. Trigger on: stock tickers, company names, financial metrics, or any investment research request. DO NOT trigger for: general economics, non-public companies, crypto/commodities with no equity ticker. |
| argument-hint | <TICKER> [analysis-type] |
| compatibility | Requires defeatbeta MCP server |
Financial Analyst
Professional-grade financial analysis using historical market data and comprehensive financial metrics from the defeatbeta dataset.
Defaults
Unless the user specifies otherwise:
- Always call
get_latest_data_update_date first — this is "today" for all relative time queries
- Default analysis: When given only a ticker (e.g.,
/defeatbeta-analyst AAPL), run Template 1: Quick Investment Screening
- ROIC and Equity Multiplier: Not applicable to banks/financial institutions — check
sector in profile first
- Date format: "YYYY-MM-DD"
- Data limits: Price/valuation APIs return max 1000 rows — use date ranges for large datasets
Template Selection
Choose the template that best matches the user's request. Read analysis-templates.md for the full workflow of any template.
| User request | Template |
|---|
| Quick check / "should I look at this stock?" | T1: Quick Investment Screening |
| Full company deep-dive | T2: Full Fundamental Analysis |
| Overvalued / undervalued / P/E / P/B / DCF | T3: Valuation-Focused or T10: DCF Valuation |
| Revenue growth / earnings quality / ROIC | T4: Growth Quality Assessment |
| ROE decomposition / DuPont | T5: DuPont Analysis |
| Margin trends / vs peers | T6: Margin Analysis & Peer Comparison |
| Accruals / FCF quality / working capital | T7: Earnings Quality Assessment |
| Industry positioning | T8: Industry Positioning Analysis |
| Latest earnings release numbers | T9: Quarterly Earnings Analysis |
| "What did management report this quarter?" | T11: Extract Key Financial Data from Earnings Call |
| "What changed vs last quarter/year?" | T12: Financial Metric Changes from Earnings Call |
| "What is management's guidance/outlook?" | T13: Financial Metric Forecasts from Earnings Call |
| "What does this company do?" / business model | T14: Business Understanding |
| Revenue segments / geography breakdown | T15: Revenue Breakdown |
| Industry trends / tailwinds / headwinds | T16: Industry Context |
| Competitors / moat / pricing power | T17: Competitive Landscape |
| Balance sheet strength / debt / FCF quality | T18: Financial Quality |
| Risks / downside / what could go wrong | T19: Risks and Downside |
| Management track record / capital allocation | T20: Management and Execution |
| Bull case / bear case / scenarios | T21: Bull and Bear Scenarios |
| How to value / valuation assumptions | T22: Valuation Framework |
| Long-term thesis / why invest / must go right | T23: Long-Term Investment Thesis |
API Gotchas
REQUIRED: Before calling any API, read the relevant section in defeatbeta-api-reference.md to confirm the correct parameters and response schema.
- Fiscal periods: Earnings transcripts use fiscal periods (may differ from calendar) — specify both
fiscal_year and fiscal_quarter
- SEC filing access: Must use
sec_user_agent field value as User-Agent header when accessing SEC URLs (SEC blocks without it)
Rendering Financial Statements
When displaying results from get_stock_*_income_statement, get_stock_*_balance_sheet, or get_stock_*_cash_flow, you MUST follow these rules. The response contains a statement array where each row has label, indent, is_section, and values fields.
Rules:
- Preserve row order — never reorder, skip, or merge rows
- Indent — prefix each label with
indent × 2 spaces (indent=0 → no prefix, indent=1 → 2 spaces, indent=2 → 4 spaces, etc.)
- is_section=true — render the label in bold; this row is a section header and the rows immediately below it (with
indent = this.indent + 1) are its children
- is_section=false — render the label in normal weight
- values[i] corresponds to
periods[i]; null means data not available
- Do NOT add calculated rows (e.g. margin %) that are not present in the data
Example — given these rows:
| label | indent | is_section |
|---|
| Total Revenue | 0 | true |
| Operating Revenue | 1 | false |
| Cost of Revenue | 0 | false |
| Operating Expense | 0 | true |
| SG&A | 1 | false |
| R&D | 1 | false |
Correct rendered output:
| Item | 2025Q4 | 2025Q3 |
|---|
| Total Revenue | 10,270 | 9,246 |
| Operating Revenue | 10,270 | 9,246 |
| Cost of Revenue | 4,693 | 4,466 |
| Operating Expense | 3,825 | 3,510 |
| SG&A | 1,198 | 1,069 |
| R&D | 2,330 | 2,139 |
Reference Documentation
Detailed step-by-step workflows (T1–T23) → analysis-templates.md
API parameters, response schemas, examples (60+ APIs) → defeatbeta-api-reference.md
