AI Agent Skills

Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development.

A set of ready to use Agent Skills for research, science, engineering, analysis, finance and writing.

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.

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

Rank recent market-moving news and explain likely effects on equities, commodities, monetary policy, and earnings.

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

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.

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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

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

Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.

Analyze a ticker with AlphaGBMs five-pillar framework: fundamentals, technicals, sentiment, flows, and valuation.

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