fundamental-analysis

name	fundamental-analysis
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

Quality floor:

• Apply the shared artifact quality floor.
• Tag material narrative claims as [factual], [inference], or [assumption].
• State what matters most for the company instead of listing generic ratios.
• Explain drivers, risks, and uncertainty in plain causal terms.
• Separate facts from interpretation.
• Distinguish issuer/company fundamentals from security actionability; good fundamentals alone are not a buy decision.
• Use factual-baseline, screen-grade, or not-decision-ready when missing evidence prevents a stronger conclusion.
• Do not fabricate financial metrics, source facts, filings, or validation results.
• Name missing evidence and confidence.
• End with unresolved questions and evidence needed for a stronger conclusion.

Write outputs under trading/reports/fundamental/.