AI Agent Skills

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

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

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

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

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

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

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

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