Agent skill

Financial Research

Pulls a public company's latest 10-K or 10-Q figures and analyst consensus from SEC EDGAR and Yahoo Finance, then cross-checks the two sources.

MITAuto-check passedBusiness, Finance & HR

Install Financial Research

skills CLI

$ npx skills add firecrawl/web-agent --skill financial-research -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install firecrawl/web-agent financial-research --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/firecrawl/web-agent.git skills-src && mkdir -p .claude/skills && cp -r skills-src/agent-core/src/skills/definitions/financial-research .claude/skills/financial-research && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "financial-research" agent skill from https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research into .claude/skills/financial-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-research", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add firecrawl/web-agent --skill financial-research -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install firecrawl/web-agent financial-research --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/firecrawl/web-agent.git skills-src && mkdir -p .agents/skills && cp -r skills-src/agent-core/src/skills/definitions/financial-research .agents/skills/financial-research && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "financial-research" agent skill from https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research into .agents/skills/financial-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-research", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add firecrawl/web-agent --skill financial-research -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install firecrawl/web-agent financial-research --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/firecrawl/web-agent.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/agent-core/src/skills/definitions/financial-research .cursor/skills/financial-research && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "financial-research" agent skill from https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research into .cursor/skills/financial-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-research", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/firecrawl/web-agent.git --path agent-core/src/skills/definitions/financial-research

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add firecrawl/web-agent --skill financial-research -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install firecrawl/web-agent financial-research --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/firecrawl/web-agent.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/agent-core/src/skills/definitions/financial-research .gemini/skills/financial-research && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "financial-research" agent skill from https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research into .gemini/skills/financial-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-research", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install firecrawl/web-agent financial-research

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add firecrawl/web-agent --skill financial-research -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/firecrawl/web-agent.git skills-src && mkdir -p .github/skills && cp -r skills-src/agent-core/src/skills/definitions/financial-research .github/skills/financial-research && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "financial-research" agent skill from https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research into .github/skills/financial-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-research", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add firecrawl/web-agent --skill financial-research -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install firecrawl/web-agent financial-research --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/firecrawl/web-agent.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/agent-core/src/skills/definitions/financial-research .opencode/skills/financial-research && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "financial-research" agent skill from https://github.com/firecrawl/web-agent/tree/main/agent-core/src/skills/definitions/financial-research into .opencode/skills/financial-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-research", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: financial-research
GitHub stars: 1.2k
Token cost: ~1.1k tokens
SKILL.md length: 357 words
Files: 3
Skills in repo: 6
Repo updated: Apr 19, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

Pulls a public company's latest 10-K or 10-Q figures and analyst consensus from SEC EDGAR and Yahoo Finance, then cross-checks the two sources.

Works in 5 steps: Resolve the ticker. → Get the latest SEC filing. → Get analyst consensus. → …
Looking up a public company's revenue, EPS or margins from its latest filing
SKILL.md covers When to use, Strategy, Quick start and Output schema, plus 2 more sections
Reaches sec.gov

What it does

Given a ticker or a company name, this skill resolves the ticker, finds the most recent annual or quarterly SEC filing and reads the filing's main document. From it the agent extracts revenue, net income, operating income, basic and diluted EPS, gross margin and any forward guidance the company gives.

It then opens the analyst page on Yahoo Finance for the consensus rating, the average, low and high price targets, and how many analysts cover the stock. A metric you ask about by name is checked against at least two sources, and differences between the filing and aggregators are flagged, with EDGAR treated as the authority. The result comes back as a structured object that records the exact fiscal period, because some companies do not report on calendar quarters.

Coverage is limited to public companies. Private firms, crypto and broad market commentary are left to a separate deep-research skill, and the work is done by searching and scraping pages only, with no page interaction.

When your agent uses it

Looking up a public company's revenue, EPS or margins from its latest filing
Finding the analyst consensus and price targets for a stock ticker
Preparing an earnings summary before or after a company reports
Comparing the latest reported results of several tickers

Example prompts

“Summarize Microsoft's latest 10-K: revenue, operating income and diluted EPS.”
“What are analysts saying about TSLA, and what is the average price target?”
“Compare the most recent quarter's revenue and guidance for AMD and Intel.”
“Give me a quick financial overview of MSFT, including where analysts stand.”

Requirements

Web search and page scraping, for SEC EDGAR and Yahoo Finance pages

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

Resolve the ticker.
Get the latest SEC filing.
Get analyst consensus.
Cross-reference.
Call formatOutput with the structured result.

What it can do on your machine

Read from SKILL.md and the folder at commit f023adf. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md (its code samples are typescript and json).
From the folder's file list and the shell code blocks in SKILL.md.
Network
Hosts in commands or code, which the agent is likely to contact:
- sec.gov
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Research loads about 1.1k tokens when it runs. Until then it costs about 100 tokens; SKILL.md has 357 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~100
When it runs · the whole SKILL.md, loaded when a task matches: ~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from firecrawl/web-agent at commit f023adf, republished under its MIT licence (© firecrawl). 357 words, ~1,090 tokens.

Download SKILL.mdSave it as .claude/skills/financial-research/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.

name: financial-research
description: Pull company financials, SEC filings, and analyst consensus for a public company. Use this skill whenever the user says "10-K", "10-Q", "earnings", "revenue of", "financials for", "analyst rating for", "price target for", or provides a stock ticker. Combines SEC EDGAR for official filings with Yahoo Finance / TipRanks for analyst data. Search + scrape only; no interact needed.
category: Research

Financial Research

Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only.

When to use

User asks for a company's financials: "revenue of NVIDIA", "Apple's latest 10-K"
User asks for analyst sentiment: "what are analysts saying about TSLA?"
User provides a ticker with no clear verb: "MSFT" → assume they want a financial overview
User wants an earnings summary before or after a release

Do NOT use for private company research, crypto, or macro/market commentary — deep-research handles those better.

Strategy

Resolve the ticker.
- User gave a ticker: use it directly.
- User gave a company name: search "<company> stock ticker" and confirm from the top result.
Get the latest SEC filing.
- Use the sec.gov playbook to locate the most recent 10-K (annual) or 10-Q (quarterly).
- Scrape the filing index page, then the primary filing document.
- Extract: revenue, net income, operating income, EPS (basic and diluted), gross margin, forward guidance if given.
Get analyst consensus.
- Use the finance.yahoo.com playbook for the analyst tab.
- Extract: consensus rating, average / low / high price target, number of analysts covering.
Cross-reference.
- If the user asked for a specific metric, verify it against at least two sources.
- Flag discrepancies between the filing and third-party aggregators.
Call formatOutput with the structured result.

Quick start

typescript

// Full financial overview
await agent.run({
  prompt: 'Get a complete financial overview of NVIDIA',
  skills: ['financial-research'],
  format: 'json',
})

typescript

// Specific metric
await agent.run({
  prompt: 'What was AAPL revenue in the most recent quarter?',
  skills: ['financial-research'],
})

typescript

// Earnings preparation for multiple tickers — delegate per-ticker
await agent.run({
  prompt: 'Get the latest reported revenue, EPS, and guidance for NVDA, AMD, and INTC',
  skills: ['financial-research'],
  format: 'json',
})

Output schema

json

{
  "ticker": "NVDA",
  "company": "NVIDIA Corporation",
  "fiscalPeriod": "FY2026 Q4 ended 2026-01-26",
  "filing": {
    "type": "10-K",
    "url": "https://www.sec.gov/...",
    "filedDate": "2026-02-21"
  },
  "financials": {
    "revenue": null,
    "netIncome": null,
    "operatingIncome": null,
    "epsBasic": null,
    "epsDiluted": null,
    "grossMargin": null,
    "unit": "USD millions"
  },
  "guidance": "",
  "analyst": {
    "rating": "Strong Buy",
    "priceTarget": { "average": null, "low": null, "high": null },
    "numAnalysts": null,
    "sourceUrl": ""
  },
  "sources": []
}

Show full SKILL.md (142 more words)Show less

Tips

SEC EDGAR is the source of truth for the numbers. Yahoo and aggregators can lag or be wrong. If a number in the 10-K disagrees with Yahoo, trust EDGAR.
Watch the fiscal calendar. NVIDIA, Apple, and others don't use calendar quarters — always capture the exact fiscalPeriod the numbers apply to.
Units matter. SEC filings report in millions or thousands with a table-header note. Capture financials.unit so downstream consumers don't multiply by the wrong power of 10.
Don't fabricate analyst data. If Yahoo's analyst page 404s or loads empty, set analyst.rating to null and note it in sources. Never guess.
For earnings-release watches, include filing.filedDate so users can see if they're looking at yesterday's filing or last quarter's.

Files

SKILL.md and 2 other files in agent-core/src/skills/definitions/financial-research of firecrawl/web-agent.

SKILL.md
sites/sec-gov.md
sites/yahoo-finance.md

Open the folder on GitHubat commit f023adf

Compare with similar skills

Financial Research next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Research compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Financial Research this skillfirecrawl/web-agent	1.2k	—	~1.1k	Automated safety check: Pass	MIT	5 mo ago
US Market Data ToolkitGeeksfino/finskills	283	—	~1.2k	Automated safety check: Pass	Apache-2.0	7 mo ago
SEC EDGAR Filing AnalysisHKUDS/Vibe-Trading	35k	—	~3.1k	Automated safety check: Pass	MIT	yesterday
Eastmoney Market DataHKUDS/Vibe-Trading	35k	—	~1k	Automated safety check: Pass	MIT	yesterday
SEC EDGAR Filings FetcherHKUDS/Vibe-Trading	35k	—	~1.4k	Automated safety check: Pass	MIT	yesterday
Financial Statement Deep DiveGeeksfino/finskills	283	—	~1.8k	Automated safety check: Pass	Apache-2.0	7 mo ago

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Questions about Financial Research

What does Financial Research do?

Pulls a public company's latest 10-K or 10-Q figures and analyst consensus from SEC EDGAR and Yahoo Finance, then cross-checks the two sources. Given a ticker or a company name, this skill resolves the ticker, finds the most recent annual or quarterly SEC filing and reads the filing's main document. From it the agent extracts revenue, net income, operating income, basic and diluted EPS, gross margin and any forward guidance the company gives.

When should I use Financial Research?

Financial Research fits situations like: looking up a public company's revenue, EPS or margins from its latest filing; finding the analyst consensus and price targets for a stock ticker; preparing an earnings summary before or after a company reports; comparing the latest reported results of several tickers.

How do I install Financial Research in Claude Code?

Run `npx skills add firecrawl/web-agent --skill financial-research -a claude-code`. Or copy the skill folder (agent-core/src/skills/definitions/financial-research in firecrawl/web-agent) into .claude/skills/financial-research in your project. Claude Code loads it when a task matches its description.

How do I install Financial Research in Codex?

Run `npx skills add firecrawl/web-agent --skill financial-research -a codex`. Or copy the skill folder (agent-core/src/skills/definitions/financial-research in firecrawl/web-agent) into .agents/skills/financial-research in your project. Codex loads it when a task matches its description.

Can I use Financial Research in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add firecrawl/web-agent --skill financial-research -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-research, .gemini/skills/financial-research, .github/skills/financial-research and .opencode/skills/financial-research in your project.

What does Financial Research need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Research is instructions for the agent only. Our summary lists: Web search and page scraping, for SEC EDGAR and Yahoo Finance pages.

Does Financial Research access the network?

SKILL.md names 1 domain. In commands or code: sec.gov; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Financial Research safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Financial Research use?

Financial Research is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Research use?

About 1.1k tokens (SKILL.md is roughly 4.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Financial Research?

Skills that share tags, products or a category with Financial Research: US Market Data Toolkit (Geeksfino/finskills, 283 stars), SEC EDGAR Filing Analysis (HKUDS/Vibe-Trading, 35k stars), Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars) and SEC EDGAR Filings Fetcher (HKUDS/Vibe-Trading, 35k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Research?

firecrawl (a GitHub organization) maintains it in firecrawl/web-agent, which has 1,242 GitHub stars. The repository holds 6 skills in this directory. The repository was last updated on April 19, 2026.

Source: firecrawl/web-agent on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Financial Research

Install Financial Research

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Financial Research

When to use

Strategy

Quick start

Output schema

Tips

See also

Files

Compare with similar skills

Similar skills

US Market Data Toolkit

SEC EDGAR Filing Analysis

Eastmoney Market Data

SEC EDGAR Filings Fetcher

Financial Statement Deep Dive

Earnings Recap

More from firecrawl/web-agent

Competitor Comparison Matrix

Vendor Pricing Tracker

Structured Web Data Extraction

Deep Research

E-commerce Product Extraction

Questions about Financial Research

Install Financial Research

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Financial Research

When to use

Strategy

Quick start

Output schema

Tips

See also

Files

Compare with similar skills

Similar skills

More from firecrawl/web-agent

Related

Questions about Financial Research