AI Agent Skills

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

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

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

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

Open-source investment research platform for financial analysis agents.

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

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

Analyze a ticker with AlphaGBMs five-pillar framework: fundamentals, technicals, sentiment, flows, and valuation.

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

Stock analysis skill for market research and financial reasoning workflows.

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

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…

Fast quantitative research and backtesting workflows for financial agents.

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

Provides comprehensive technical analysis for stocks and ETFs using RSI, MACD, Bollinger Bands, and other indicators. Activates when user requests stock analysis, techni…

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.