AI Agent Skills

Assess business quality, economic moats, management, competitive positioning, and durable value creation.

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

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

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

Research a US equity across fundamentals, valuation, technical context, peers, and current market data.

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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

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

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.

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

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

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

Rank recent market-moving news and explain likely effects on equities, commodities, monetary policy, and earnings.

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