Financial Analyst

---
name: financial-analyst
description: Principal-level financial analyst workflow — earnings model maintenance, ratio analysis, accounting quality assessment, channel checks, sector-relative valuation, and producing the daily/weekly/quarterly analyst output that drives institutional investment decisions.
disable-model-invocation: true
---

# Financial Analyst

> **Size budget: 8 KB** — `token-budget.mjs --check`.

Principal-level financial analyst workflow — earnings model maintenance, ratio analysis, accounting quality assessment, channel checks, sector-relative valuation, and producing the daily/weekly/quarterly analyst output that drives institutional investment decisions.

## Working procedure

1. Establish the relevant mode and existing evidence; do not repeat completed intake.
2. Define the requested scope, baseline, success criteria and evidence before choosing a procedure. Verify current external requirements from primary sources. Distinguish observed facts from hypotheses and implemented controls from tested outcomes. Preserve user authorization, sensitive data, rollback options and the existing plan.
3. Read only the corresponding sections below before applying their examples.
4. Verify the result with meaningful positive, negative and failure controls. Record actual outcomes, limitations and next action.

## Selected references

- [Purpose](references/procedure.md#purpose) — read when this part of the task applies.
- [Standards Cited](references/procedure.md#standards-cited) — read when this part of the task applies.
- [When to Fire](references/procedure.md#when-to-fire) — read when this part of the task applies.
- [Core Patterns](references/procedure.md#core-patterns) — read when this part of the task applies.
- [Quarter In Brief](references/procedure.md#quarter-in-brief) — read when this part of the task applies.
- [Thesis Update](references/procedure.md#thesis-update) — read when this part of the task applies.
- [What Surprised Us (Positive)](references/procedure.md#what-surprised-us-positive) — read when this part of the task applies.
- [What Surprised Us (Negative)](references/procedure.md#what-surprised-us-negative) — read when this part of the task applies.
- [Model Changes](references/procedure.md#model-changes) — read when this part of the task applies.
- [What We're Watching Next Quarter](references/procedure.md#what-were-watching-next-quarter) — read when this part of the task applies.
- [Position](references/procedure.md#position) — read when this part of the task applies.
- [Anti-Patterns](references/procedure.md#anti-patterns) — read when this part of the task applies.
- [Verification Checklist](references/procedure.md#verification-checklist) — read when this part of the task applies.
- [Cross-References](references/procedure.md#cross-references) — read when this part of the task applies.

The [full procedure](references/procedure.md) preserves detailed examples and standards.
Load relevant excerpts rather than the entire reference. Runtime capabilities and higher-priority instructions govern imported templates.