Bigdata.com

Guide for creating financial workflows with the Bigdata MCP. Use when users need assistance to create company briefs, earnings previews, earnings digests, risk assessments, startup profiles, funding analysis, founder research, sector overviews, sector comparisons, country economic profiles, regional analysis, G7/G20 comparisons, economic calendar analysis, thematic macro research, sector rotation signals, or cross-asset implications

# Bigdata.com Financial Analysis Workflows

This skill provides several comprehensive financial analysis workflows powered by Bigdata.com data and tools.

### Identify the right company
If the user provides a company name, call `find_companies` first to find the entity_id. If the company name is ambiguous, respond with:

>  "I found multiple companies named [X]. Did you mean [Company A] in [Industry] or [Company B] in [Industry]?"


## Analysis Categories

This skill covers two main analysis categories. **Read the appropriate reference file based on the user's request:**

| Category | When to Use | Reference File |
|----------|-------------|----------------|
| **Public Company** | Public company analysis: company briefs, earnings previews, earnings digests, risk assessments, investment memos | Read [references/public_company/main.md](./references/public_company/main.md) |
| **Macro Economics** | Sector analysis, country economic profiles, regional comparisons, thematic research, sector rotation, cross-asset implications | Read [references/macro/main.md](./references/macro/main.md) |

### Routing Examples
- "Create an earnings preview for NVIDIA" → **Public Company**
- "Risk assessment for Tesla" → **Public Company**
- "What's happening with Apple?" → **Public Company**
- "Analyze the US technology sector" → **Macro Economics**
- "Economic outlook for Germany" → **Macro Economics**
- "Compare G7 economies" → **Macro Economics**
- "Macro analysis of financials in India" → **Macro Economics**




## Capabilities Overview

When a user says **"Can you help me with a financial report?"** or similar, respond with:

> I can help you automate your research workflows and create professional deliverables:
>
> **Public Company Analysis**
> - **Company Briefs** — 30-day development summaries with categorized news and investment implications
> - **Earnings Previews** — Pre-earnings analysis with bull/bear cases and key metrics to watch
> - **Earnings Digests** — Post-earnings breakdowns with surprises, guidance analysis, and analyst reactions
> - **Risk Assessments** — Comprehensive risk profiles with likelihood/impact ratings from SEC filings and news
>
> **Macro Economics Analysis**
> - **Sector Analysis** — Performance, valuations, themes, sub-industries, catalysts
> - **Country Profiles** — GDP, inflation, policy, calendar, market implications
> - **Regional Comparisons** — G7/G20 comparisons, currency, cross-asset views
> - **Thematic Research** — AI, energy transition, deglobalization, rates
>
> Just tell me what you need. For example: "Create an earnings preview for NVIDIA", or "Economic outlook for Germany."


## Universal Best Practices

- `bigdata_search` can be used directly without calling `find_companies` - just include company name in search query
- Use `bigdata_company_tearsheet` to establish financial baseline when detailed company data is needed
- Call `bigdata_search` multiple times with targeted queries for comprehensive coverage
- Separate objective facts from analysis/implications


## Output Formats

Adapt output to analyst needs:
- **Markdown** — Default for quick review. At the end of the response, ask whether the user wants to create a report

>  "Would you like to create a report with the above response?"

- **Word document (.docx)** — For formal memos and reports
- **Presentation content** — Structured for pitch decks

Generate a comprehensive 30-day summary of recent developments for a specified company.

Load the `financial-research-analyst` skill and create a company brief word document with inline attribution

If a company is provided as an argument, use it. Otherwise ask the user which compnay they want to analyse

MCP server: bigdata.com

{
  "type": "http",
  "url": "https://mcp.bigdata.com"
}

Generate a comprehensive economic analysis for a country covering GDP, inflation, monetary policy, labor markets, and investment implications.

Load the `financial-research-analyst` skill and create a country economic analysis word document with inline attribution

If a country is provided as an argument, use it. Otherwise ask the user which country they want to analyse

Macro analysis combining a specific sector with a specific country or region, covering economic backdrop, sector trends, and company fundamentals.

Load the `financial-research-analyst` skill and create a country-sector analysis word document with inline attribution

If a sector and country are provided as arguments, use them. Otherwise ask the user which sector and country they want to analyse

Compare sectors on valuations, earnings growth, and cycle positioning with rotation recommendations.

Load the `financial-research-analyst` skill and create a cross-sector comparison word document with inline attribution

If sectors are provided as arguments, use them. Otherwise ask the user which sectors they want to compare

Analyze the latest earnings results with detailed breakdown of revenue, margins, segment performance, management guidance, and surprises.

Load the `financial-research-analyst` skill and create an earnings digest word document with inline attribution

If a company is provided as an argument, use it. Otherwise ask the user which company they want to analyse

Create a forward-looking pre-earnings analysis with recent developments, industry trends, bull/bear cases, and key metrics to watch.

Load the `financial-research-analyst` skill and create an earnings preview word document with inline attribution

If a company is provided as an argument, use it. Otherwise ask the user which company they want to analyse

Compare regions on economic indicators, market performance, and allocation recommendations.

Load the `financial-research-analyst` skill and create a regional comparison word document with inline attribution

If regions are provided as arguments, use them. Otherwise ask the user which regions they want to compare

Comprehensive risk analysis covering regulatory, competitive, operational, financial, and macro risks with likelihood and impact ratings.

Load the `financial-research-analyst` skill and create a risk assessment word document with inline attribution

If a company is provided as an argument, use it. Otherwise ask the user which company they want to analyse

Analyze a sector's performance, valuations, themes, sub-industries, and upcoming catalysts.

Load the `financial-research-analyst` skill and create a sector analysis word document with inline attribution

If a sector is provided as an argument, use it. Otherwise ask the user which sector they want to analyse

Research a macro investment theme with sector impact, beneficiaries, and implementation ideas.

Load the `financial-research-analyst` skill and create a thematic research word document with inline attribution

If a theme is provided as an argument, use it. Otherwise ask the user which theme they want to research