AI Agent Skills

How the Strategist works with the user to turn their own trading idea into explicit rules, backtest it honestly on Hyperliquid candle and funding history, and paper-trad…

CRE Capital Markets and Debt Maturity suite - 8 specialist skills for maturity diagnostics, refinance proceeds gaps, extensions, workouts, rescue capital, term sheet com…

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How the desk watches markets and the account between trades using Grok Bot routines and WebSocket or polling watches - the desk brief, book checks, funding and price wat…

Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Us…

Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user…

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

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Embed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and sanctions s…

When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecas…

The Trade Reviewer's procedure for journaling desk activity and reviewing trades from the exchange record - process graded separately from outcome, execution costs measu…

Full walk-forward Bull Put Spread backtest over ~8 years of daily history. Runs both the signal (FearScore ≥ 60 entry) version AND a no-signal control in the same reques…

Product design system for the FinSight AI evidence-driven equity research workspace.

Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis,…

Expert economics paper writing assistant synthesizing advice from 50+ top guides by Cochrane, McCloskey, Shapiro, Head, Bellemare, Goldin, Glaeser, Kremer, and other lea…

Creates positioning, messaging, and brand architecture frameworks for multi-product companies. Use when the user wants to 'position a product suite,' 'multi-product posi…