AI Agent Skills

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.

Stock analysis skill for market research and financial reasoning workflows.

Fast quantitative research and backtesting workflows for financial agents.

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

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