AI Agent Skills

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

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

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

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

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.

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

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

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

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

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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

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

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

Fast quantitative research and backtesting workflows for financial agents.