AI Agent Skills

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

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

Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief…

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.

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.

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

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.

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

Stock analysis skill for market research and financial reasoning workflows.

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

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

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

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