AI Agent Skills

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

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.

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

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…

Turn any domain folder of skills into a bounded agentic loop: compile a goal into a verifiable task plan, execute tasks with the domain's own tools, verify every task wi…

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.

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.

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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

Assess business quality, economic moats, management, competitive positioning, and durable value creation.

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

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