AI Agent Skills

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

Open-source investment research platform for financial analysis agents.

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

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

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

Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cr…

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

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

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

Stock analysis skill for market research and financial reasoning workflows.

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

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

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

Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital mark…

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

Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX…