AI Agent Skills

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

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

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.

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.

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

Research a companys valuation, growth, profitability, balance sheet, competitive moat, and management quality.