skills/43-wentorai-research-plugins/skills/domains/finance/finsight-research-guide/SKILL.md
Deep financial research with the FinSight multi-agent system
npx skillsauth add brycewang-stanford/Awesome-Agent-Skills-for-Empirical-Research finsight-research-guideInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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FinSight is a deep research agent designed specifically for financial analysis. Developed by RUC-NLPIR, it combines multi-source data retrieval, financial reasoning, and report generation to produce publication-ready financial research. It handles market analysis, company fundamentals, sector comparisons, and macroeconomic assessment through specialized agents.
git clone https://github.com/RUC-NLPIR/FinSight.git
cd FinSight && pip install -e .
from finsight import FinSightAgent
agent = FinSightAgent(llm_provider="anthropic")
# Generate comprehensive financial analysis
report = agent.research(
"Analyze the competitive landscape of the global EV battery "
"market. Compare CATL, LG Energy, and Panasonic on market "
"share, technology, margins, and growth outlook."
)
print(report.summary)
report.save("ev_battery_analysis.pdf")
| Agent | Role | |-------|------| | Retrieval Agent | Fetches data from SEC filings, financial APIs, news | | Data Agent | Processes financial statements, ratios, time series | | Analysis Agent | Performs fundamental, technical, and comparative analysis | | Reasoning Agent | Synthesizes findings, identifies trends and risks | | Report Agent | Generates structured research reports with citations |
# FinSight integrates with multiple data sources
config = {
"sec_edgar": True, # SEC filings (free)
"fred": True, # Federal Reserve economic data
"yahoo_finance": True, # Market data (free)
"news_api": True, # Financial news
"world_bank": True, # Macro indicators
}
# Company fundamental analysis
report = agent.research(
"Provide a fundamental analysis of NVIDIA including "
"revenue trends, margin analysis, valuation multiples, "
"and competitive moat assessment."
)
# Sector analysis
report = agent.research(
"Compare the top 5 cloud computing companies by revenue "
"growth, operating margins, and R&D investment intensity."
)
# Macro analysis
report = agent.research(
"Analyze the impact of rising interest rates on US "
"commercial real estate valuations since 2022."
)
Generated reports typically include:
development
Conduct rigorous thematic analysis (TA) of qualitative data following Braun and Clarke's (2006) six-phase framework. Use whenever the user mentions 'thematic analysis', 'TA', 'Braun and Clarke', 'qualitative coding', 'identifying themes', or asks for help analysing interviews, focus groups, open-ended survey responses, or transcripts to identify patterns. Also trigger for questions about inductive vs theoretical coding, semantic vs latent themes, essentialist vs constructionist epistemology, building a thematic map, or writing up a qualitative findings section. Covers all six phases, the four upfront analytic decisions, the 15-point quality checklist, and the five common pitfalls. Produces a Word document write-up and an annotated thematic map. Does NOT cover IPA, grounded theory, discourse analysis, conversation analysis, or narrative analysis — use a different method for those.
development
Guide users through writing a systematic literature review (SLR) following the PRISMA 2020 framework. Use this skill whenever the user mentions 'systematic review', 'systematic literature review', 'SLR', 'PRISMA', 'PRISMA 2020', 'PRISMA flow diagram', 'PRISMA checklist', or asks for help writing, structuring, or auditing a literature review that follows reporting guidelines. Also trigger when the user asks about inclusion/exclusion criteria for a review, search strategies for databases like Scopus/WoS/PubMed, study selection processes, risk of bias assessment, or narrative synthesis for a review paper. This skill covers the full PRISMA 2020 checklist (27 items), produces a Word document manuscript in strict journal article format, generates an annotated PRISMA flow diagram, and enforces APA 7th Edition referencing throughout. It does NOT cover meta-analysis or statistical pooling. By Chuah Kee Man.
testing
Performs placebo-in-time sensitivity analysis with hierarchical null model and optional Bayesian assurance. Use when checking model robustness, verifying lack of pre-intervention effects, or estimating study power.
data-ai
Fit, summarize, plot, and interpret a chosen CausalPy experiment. Use after the causal method has been selected, including when configuring PyMC/sklearn models and scale-aware custom priors.