AI Agent Skills

Analyze and interpret financial statements to surface performance signals, quality concerns, and red flags. Use when an accountant says "review these financials", "analy…

Full earnings-season IV analysis: historical crush, implied move forecast, IV Rank strategy tag, and a priced Iron Condor quote ready to trade. Triggers: "earnings crush…

Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings be…

Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print)…

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.

Fast quantitative research and backtesting workflows for financial agents.

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.

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.

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

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