AI Agent Skills

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

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

Analyze recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position). Scores each stock 0-100…

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

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

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

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

Ask questions and get answers from earnings calls, SEC filings and news

Dated FDA catalyst calendar (PDUFA target dates, AdCom meetings, device decisions, trial readouts, earnings) with AdCom-style scrutiny outcome framing and historical-cas…

Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile a…

Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings…

Screen US stocks using William O'Neil's CANSLIM growth stock methodology. Use when user requests CANSLIM stock screening, growth stock analysis, momentum stock identific…

Real time scrapping of stock data in order to get the most recent available information. Cleaning, structuring and parsing of relevant data to provide an interactive and…

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.

Open-source investment research platform for financial analysis agents.