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.

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

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

Read TradingView desktop app for market data, news, alerts, watchlists, and screener results using opencli (read-only). Use this skill whenever the user wants quotes, op…

Query TradingView market data through the bundled tradingview MCP server without a desktop app or login. Use whenever the user wants a technical analysis readout (RSI, M…

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

Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX…

Scenario-driven hedge recommendations for an existing stock position. Takes ticker + cost basis + purpose, auto-classifies the holding situation (falling knife / bottom-…

IV Rank and IV Percentile analysis showing where current implied volatility stands relative to its 252-day history. Returns IV rank (0-100), IV percentile (0-100), IV hi…

Standardized trade idea template, multi-method price target derivation PE and sales multiple approaches, GAAP to non-GAAP reconciliation, base bull bear scenario constru…

Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo anal…

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "be…

Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk,…

Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distill…

3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model bu…