AI Agent Skills

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

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

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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

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

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

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

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

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

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

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

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

Perform a forensic company financial-statement review across earnings quality, health, fraud risk, and operating efficiency.

Screen equities with systematic value, momentum, quality, volatility, size, and growth factor frameworks.

Assess business quality, economic moats, management, competitive positioning, and durable value creation.