equity-fundamentals - SKILL.md Agent Skill

name: equity-fundamentals description: Use when the user asks for equity fundamentals — financials, P/E, earnings, balance sheet, income statement, or cash flow for a stock ticker. Read-only.

Equity Fundamentals

Fetches and renders company fundamentals from AlphaVantage MCP: overview, income statement, balance sheet, cash flow, and earnings data. Covers US-listed equities and ETFs.

This skill never executes trades — output is informational. Use alongside insider-institutional for smart-money context, or price-action for technical structure.

Prerequisites

AlphaVantage MCP server is configured. Verify with mcp__alphavantage__PING. If not configured, tell the user: "The equity-fundamentals skill requires the AlphaVantage MCP server. Add it to your MCP configuration with your API key."

When to invoke

"fundamentals for AAPL" / "financials for TSLA"
"show me NVDA's balance sheet"
"what's MSFT's P/E ratio" / "earnings for AMZN"
"income statement for GOOG"
"how's META doing financially"
"compare AAPL and MSFT fundamentals"

Don't invoke for: price/quote data (use mt5-market-data), news/sentiment (use session-news-brief), insider/institutional activity (use insider-institutional), options pricing (use options-data).

Inputs

Symbol(s) — required. One or more equity tickers. If ambiguous, resolve with mcp__alphavantage__SYMBOL_SEARCH(keywords=<query>).

Workflow

1. Resolve symbol

If the user says a company name instead of a ticker (e.g. "Apple"), call:

mcp__alphavantage__SYMBOL_SEARCH(keywords="Apple") Pick the best match and confirm with the user if ambiguous.

2. Fan out MCP calls (parallel)

For each symbol, call all 5 in parallel:

mcp__alphavantage__COMPANY_OVERVIEW(symbol=<sym>)
mcp__alphavantage__INCOME_STATEMENT(symbol=<sym>)
mcp__alphavantage__BALANCE_SHEET(symbol=<sym>)
mcp__alphavantage__CASH_FLOW(symbol=<sym>)
mcp__alphavantage__EARNINGS(symbol=<sym>)

3. Render

Structure the output as:

AAPL — Apple Inc. (Technology / Consumer Electronics)

Overview:
  Market Cap: $3.1T | P/E: 32.5 | EPS: $6.42
  Dividend Yield: 0.52% | Beta: 1.24
  52-Week: $164.08 - $199.62

Income (Latest Quarter):
  Revenue: $124.3B (+8.2% YoY) | Net Income: $36.3B
  Operating Margin: 33.2% | EBITDA: $45.1B
  Trend (last 4Q): $110.5B -> $85.8B -> $94.9B -> $124.3B

Balance Sheet:
  Total Assets: $352.6B | Total Liabilities: $290.4B
  Debt-to-Equity: 4.67 | Current Ratio: 0.99
  Cash & Equivalents: $29.9B

Cash Flow:
  Operating CF: $39.9B | Free CF: $28.5B
  CapEx: $11.4B | FCF Margin: 22.9%

Earnings (Last 4 Quarters):
  Q1 2026: $2.10 actual vs $2.05 est (+2.4% surprise)
  Q4 2025: $1.64 actual vs $1.60 est (+2.5% surprise)
  Q3 2025: $1.46 actual vs $1.35 est (+8.1% surprise)
  Q2 2025: $1.40 actual vs $1.34 est (+4.5% surprise)

Notable: Earnings beat 4 of last 4 quarters. Debt-to-equity 4.67 is
elevated but typical for AAPL's buyback-funded capital structure.

4. Multi-symbol comparison

For "compare AAPL and MSFT", fan out all 10 calls (5 per symbol) in parallel and render side-by-side.

5. Highlight notable items

Flag any of:

Earnings beat/miss streak (3+ consecutive)
Debt-to-equity above 2.0
Negative free cash flow
Revenue declining quarter-over-quarter
P/E significantly above/below sector average (if sector data available)