AI Agent Skills

Stock analysis skill for market research and financial reasoning workflows.

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

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

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

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

股权激励税务筹划：股票期权、限制性股票、RSU的税务处理与优化方案

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Equity research coverage of 1,735 Taiwan-listed companies (TWSE + OTC). Business overviews, supply chain mapping, and financial data with wikilink cross-referencing.

Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital mark…

This project involves using a combination of statistics along with financial thoery to demonstrate a popular trading strategy used in equity markets: Pairs Trading.

Multi-agent equity research system with deterministic signal fusion — 3 specialized agents (ReAct, FinBERT, Plan-and-Solve + RAG) produce BUY/NEUTRAL/SELL decisions thro…

Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX…

Pull and stream US stock market data from Alpaca — REST snapshots/bars/trades/quotes, historical bars with timeframes and feeds (IEX vs SIP), the assets master list, mar…

Fast quantitative research and backtesting workflows for financial agents.

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

\"This skill calculates key financial ratios and metrics from financial statement data for investment analysis\"