Prepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

Rank recent market-moving news and explain likely effects on equities, commodities, monetary policy, and earnings.

Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.

Create a multi-perspective technology-company earnings memo with evidence standards, valuation lenses, and anti-bias checks.

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

Retrieve market prices, histories, fundamentals, options, and news through Yahoo Finance endpoints for research workflows.

Access China, Hong Kong, US, fund, futures, bond, and macroeconomic data through Tushare Pro workflows.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Create a global market conditions report spanning equities, rates, FX, commodities, risk appetite, and sector rotation.

Research a US equity across fundamentals, valuation, technical context, peers, and current market data.

Analyze a ticker with AlphaGBMs five-pillar framework: fundamentals, technicals, sentiment, flows, and valuation.

Evaluate systematic strategy ideas through signal testing, statistical validation, decay, execution costs, and model-risk review.

Open-source investment research platform for financial analysis agents.

Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.