AI Agent Skills

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

Download market data from Yahoo! Finance's API

TradingAgents: Multi-Agents LLM Financial Trading Framework

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

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

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

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

Retrieve market prices, histories, fundamentals, options, and news through Yahoo Finance endpoints for research workflows.

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

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

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

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

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

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

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

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