investment-analyst_skill

Overview

This skill is an investment analyst agent focused on fundamental and technical analysis for stocks, REITs (FIIs), ETFs and other assets. It fetches market and fundamental data, measures returns and risk, analyzes portfolios, and generates structured reports. Use it to assess individual assets, compute ROI, recommend rebalancing, and classify investor risk profiles.

How this skill works

The agent queries market and fundamentals sources to collect prices, volumes and ratios, then computes metrics like P/E, P/B, ROE, dividend yield, RSI, MACD and moving averages. It supports ROI calculations (simple, annualized, TWR) and compares performance to benchmarks such as IBOV or CDI. For portfolios it measures allocation, concentration, correlations and suggests rebalance steps. Finally it produces executive summaries, metric tables, pros/cons and clear recommendations in text, markdown, or structured formats.

When to use it

• Evaluate a single stock, FII or ETF before buying or selling.
• Measure realized and annualized returns on an investment or strategy.
• Audit portfolio diversification, sector concentration and correlations.
• Generate an objective, printable investment report for clients or records.
• Classify investor risk tolerance from questionnaire or historical behavior.

Best practices

• Start by clearly identifying the investment objective and time horizon before running analysis.
• Use multiple data sources for fundamentals and price history to reduce single-source bias.
• Compare ROI and risk metrics against relevant benchmarks (index, CDI, peer group).
• Flag concentration risk when any single holding or sector exceeds ~20% of portfolio.
• Include a short, clear recommendation and a one-line disclaimer that this is not personalized financial advice.

Example use cases

• Pre-purchase checklist for a stock: fundamentals, technicals, dividend outlook and recommendation.
• Quarterly portfolio health check with allocation, diversification alerts and rebalance suggestions.
• Client-ready report: executive summary, metric tables, pros/cons and recommended portfolio changes.
• Backtest-style ROI analysis: compute time-weighted and annualized returns and compare to benchmark.
• Risk classification for onboarding: map questionnaire answers to conservative/moderate/aggressive profiles.