defeat-beta/defeatbeta-analyst

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.

1. Fiscal periods: Earnings transcripts use fiscal periods (may differ from calendar) — specify both fiscal_year and fiscal_quarter
2. 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:

1. Preserve row order — never reorder, skip, or merge rows
2. Indent — prefix each label with indent × 2 spaces (indent=0 → no prefix, indent=1 → 2 spaces, indent=2 → 4 spaces, etc.)
3. 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
4. is_section=false — render the label in normal weight
5. values[i] corresponds to periods[i]; null means data not available
6. 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