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.

Mastering Ethereum: 2nd Edition, by Andreas M. Antonopoulos, Gavin Wood, Carlo Parisi, Alessandro Mazza, Niccolò Pozzolini

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.

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

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

Perform a forensic company financial-statement review across earnings quality, health, fraud risk, and operating efficiency.

Retrieve official Federal Reserve economic series for GDP, inflation, rates, employment, money supply, and volatility research.

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

Stock analysis skill for market research and financial reasoning workflows.

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

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

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

Open-source investment research platform for financial analysis agents.