AI Agent Skills

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

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

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

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

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

Open-source investment research platform for financial analysis agents.

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

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

Stock analysis skill for market research and financial reasoning workflows.

Fast quantitative research and backtesting workflows for financial agents.

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.

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.

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.