AI Agent Skills

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.

Answer prediction questions using market trading data, not opinions. Use when the user asks probability questions about geopolitics, economics, markets, industries, or a…

Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile a…

Manage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction…

Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly rev…

Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk,…

Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distill…

3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model bu…

Dated FDA catalyst calendar (PDUFA target dates, AdCom meetings, device decisions, trial readouts, earnings) with AdCom-style scrutiny outcome framing and historical-cas…

Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings…

Standardized trade idea template, multi-method price target derivation PE and sales multiple approaches, GAAP to non-GAAP reconciliation, base bull bear scenario constru…

Process and manage corporate actions from announcement through settlement. Use when handling dividends, stock splits, reverse splits, mergers, or spin-offs, managing vol…

The only open-source toolkit that can download SEC EDGAR financial reports and extract textual data from specific item sections into nice & clean structured JSON files.…