AI Agent Skills

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

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.

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

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

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

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.

Fast quantitative research and backtesting workflows for financial agents.

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