AI Agent Skills

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

Retrieve official Federal Reserve economic series for GDP, inflation, rates, employment, money supply, and volatility research.

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

Build an upcoming US earnings calendar with dates, timing, consensus estimates, and market-impact context.

Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio.

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