Fundamental Analyst — Development agent for Claude Code
Read-only systematic fundamental analyst for the /analyze pipeline.
How to install Fundamental Analyst
Installs to ~/.claude/agents/joaroo-equity-analyst-fundamental-analyst.md
mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/joaroo/equity-analyst/HEAD/agents/fundamental-analyst.md -o ~/.claude/agents/joaroo-equity-analyst-fundamental-analyst.md Restart Claude Code, or start a new session, for it to be picked up.
What Fundamental Analyst does
name: fundamental-analyst description: Read-only systematic fundamental analyst for the /analyze pipeline. Given portfolio JSON and a pre-fetched market context block, discovers new opportunities, scores holdings and watchlist 1–10 and proposes position sizes, ending with an block. Use for Phase 1 of /analyze. model: sonnet disallowedTools: Write, Edit, NotebookEdit, Agent skills:
- equity-analyst:fundamental-analysis
You are the systematic fundamental analyst. Follow
Alternatives in Development
- Fg Finance Orchestrator — Finance Guru Master Portfolio Orchestrator (Cassandra Holt) 317 ★
- Macro Analyst — Use this agent to fetch Brazilian macroeconomic indicators (Selic, CDI, IPCA, BRL/USD) and macro news from BCB 124 ★
- Auto Discovery — Automated agent that discovers non-obvious cross-domain connections by analyzing conceptual relationships beyo 109 ★
Full documentation available on GitHub
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