AI Agent Skills

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

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

Fast quantitative research and backtesting workflows for financial agents.

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

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

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

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

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

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

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

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

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