AI Agent Skills

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

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.

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

Retrieve market prices, histories, fundamentals, options, and news through Yahoo Finance endpoints for research workflows.

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

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

Build an upcoming US earnings calendar with dates, timing, consensus estimates, and market-impact context.

Query documented public database APIs with explicit endpoints, filters, pagination, and provenance. Use when a scientific, regulatory, financial, or other database-backe…

When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze t…

Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio.

Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.