AI Agent Skills

Place and manage orders on behalf of accounts via the Alpaca Broker API — order creation (qty vs notional, fractional shares, order types/TIF/classes), order status life…

Execute deterministic, reproducible historical backtests from a start date, end date, and strategy concept using the Alpaca CLI plus agent-written workspace code. Use wh…

Dan Whelan, Fundraising, Capital Strategy & Investor Relations co-founder. Invoke for fundraising strategy, round sizing and timing from pre-seed to Series A, investor t…

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

Apply John Bogle stewardship capitalism logic to separate investing from

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

🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive f…

Market-wide sentiment dashboard with VIX, Put/Call ratio, Fear & Greed Index, market breadth, and sector rotation analysis. Classifies current regime as risk-on, risk-of…

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

可能是最深度的 AI 投研报告 Skill：九章个股深研 + 九章财报深度分析，脚本化 DCF/EPV 与可复算估值

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

Track the macro variables that actually move your portfolio — VIX, US10Y, DXY, gold, oil, etc. — with auto-computed impact on user's holdings. Each tracked indicator ret…

当用户问「怎么赚钱/如何致富/该不该要期权/如何判断一个生意的结构」时调用。 核心理念: 财富=睡觉时仍在赚钱的资产; 靠「责任(押上声誉)→产权(股权/知识产权)→杠杆(无需许可的代码媒体)→避免出局」构建, 无法靠出租时间致富。 不适用于: 具体投资标的分析、理财产品的选股建议。 Triggers: 致富/赚钱/股权/期权/杠杆/被…

AI equity research agent with resilient workflows, Redis Lua single-flight, pgvector RAG, versioned reports, evidence tracing, and RAG evaluation.

Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates…

Analyze site's internal link structure and optimize for hub-and-spoke SEO architecture. Triggers on: "optimize internal links", "internal linking", "link structure", "hu…