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monthly-analysis - Monthly Stock Analysis Workflow

Fetch monthly prices, calculate returns and momentum, merge with fundamental data from SEC filings

Tags

Updated: 2026-03-22

Capabilities

Typical Inputs

Typical Outputs

What this skill does

  • fetch monthly prices
  • calculate monthly returns
  • calculate momentum
  • fetch precomputed ratios
  • fetch fundamental data
  • calculate growth rates
  • merge datasets
  • shift data
  • check precomputed ratios

Inputs

  • start date
  • stock tickers
  • Rice database access

Outputs

  • monthly stock dataset
  • parquet file

Requirements

  • Rice database access
  • Python environment

Source

  • Spec: SKILL.md
stock analysis
financial data
monthly analysis
price data
fundamental data
fetch monthly prices
calculate monthly returns
calculate momentum
fetch precomputed ratios
start date
stock tickers
Rice database access
monthly stock dataset
parquet file