AI Agent Skills

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

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

Research a companys valuation, growth, profitability, balance sheet, competitive moat, and management quality.

Fetch stock quotes, crypto prices, forex rates, and financial data via Yahoo Finance. Use when: user asks about stock price, market data, company ticker, cryptocurrency…

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 should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio cha…

Preview, submit, inspect, and manage Alpaca paper-trading orders using the Alpaca Trading API MCP Server. Supports US equities, options, and crypto. Use this skill when…

Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when managing money,…

Retrieve official Federal Reserve economic series for GDP, inflation, rates, employment, money supply, and volatility research.

Evaluate systematic strategy ideas through signal testing, statistical validation, decay, execution costs, and model-risk review.

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

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "be…

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

Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cr…

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