AI Agent Skills

Experimental solutions to selected exercises from the book [Advances in Financial Machine Learning by Marcos Lopez De Prado]

Transcreve áudio ou vídeo de qualquer origem (reunião com cliente, audiência, depoimento, sustentação oral, áudio de WhatsApp, gravação de consulta) usando whisper.cpp l…

Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user…

Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the u…

Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Us…

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

Research a companys valuation, growth, profitability, balance sheet, competitive moat, and management quality.