AI Agent Skills

Product design system for the FinSight AI evidence-driven equity research workspace.

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

DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis…

LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuati…

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

Track the macro variables that actually move your portfolio — VIX, US10Y, DXY, gold, oil, etc. — with auto-computed impact on user's holdings. Each tracked indicator ret…

Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis,…

Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates…

How the Strategist works with the user to turn their own trading idea into explicit rules, backtest it honestly on Hyperliquid candle and funding history, and paper-trad…

CRE Capital Markets and Debt Maturity suite - 8 specialist skills for maturity diagnostics, refinance proceeds gaps, extensions, workouts, rescue capital, term sheet com…

Analyze the user's portfolio, strategies, positions, and trades across all wallets — main embedded wallet, strategy sub-wallets, deployed vs idle — with real-ti

How the desk watches markets and the account between trades using Grok Bot routines and WebSocket or polling watches - the desk brief, book checks, funding and price wat…

Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Us…

Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user…

Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.

Embed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and sanctions s…