AI Agent Skills

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.

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

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

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

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