company-brief

Skill: company-brief

Purpose

Build a comprehensive company brief combining multiple EODHD data sources into a single actionable snapshot. Covers company profile, financial fundamentals, recent news with sentiment, insider activity, and key valuation/growth metrics.

Trigger

Activate when the user asks for:

• Company overview, profile, or "tell me about [ticker]"
• Stock summary or investment brief
• Company fundamentals with context
• "What does [company] do?" with financial data
• Quick due diligence on a ticker

Workflow

1. Identify the ticker — resolve to TICKER.EXCHANGE format (e.g., AAPL.US)
2. Fetch fundamentals — fundamentals endpoint for profile, valuation, financials
3. Fetch recent prices — eod endpoint for last 30-90 days of price history
4. Fetch news — news endpoint (limit 10) for recent headlines and sentiment
5. Fetch sentiment — sentiment endpoint for daily sentiment scores
6. Fetch insider activity — insider-transactions endpoint for recent insider trades
7. Compile brief using the structure below

Output Structure

[Company Name] (TICKER.EXCHANGE) — Company Brief

Profile

• Sector, Industry, Country, Exchange
• Market Cap, Enterprise Value
• Employees, IPO Date
• Business description (2-3 sentences)

Valuation Snapshot | Metric | Value | |--------|-------| | P/E (TTM) | — | | Forward P/E | — | | P/S | — | | P/B | — | | EV/EBITDA | — | | Dividend Yield | — |

Financial Highlights (TTM)

• Revenue, Net Income, EPS
• Revenue Growth YoY
• Gross Margin, Operating Margin, Net Margin
• ROE, ROA, ROIC

Price Action (last 30 days)

• Current price, 30d change %
• 52-week high/low, distance from highs

Recent News & Sentiment

• Top 5 headlines with dates and sentiment scores
• Average sentiment trend

Insider Activity

• Recent insider buys/sells (last 90 days)
• Net insider sentiment (buying vs selling)

Key Takeaways

• 3-5 bullet points summarizing the investment picture

This is not financial advice. Data is for informational purposes only.

Endpoints Used

| Endpoint | Purpose | Cost | |----------|---------|------| | fundamentals | Profile, valuation, financials | 10 calls | | eod | Price history | 1 call | | news | Recent headlines + sentiment | 5 + 5/ticker | | sentiment | Daily sentiment scores | 5 + 5/ticker | | insider-transactions | Insider trading activity | 1 call |

References

• ../eodhd-api/references/endpoints/fundamentals-data.md
• ../eodhd-api/references/endpoints/historical-stock-prices.md
• ../eodhd-api/references/endpoints/company-news.md
• ../eodhd-api/references/endpoints/sentiment-data.md
• ../eodhd-api/references/endpoints/insider-transactions.md
• ../eodhd-api/references/general/fundamentals-api.md