AI Agent Skills

Perform a forensic company financial-statement review across earnings quality, health, fraud risk, and operating efficiency.

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

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

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

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

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

Fast quantitative research and backtesting workflows for financial agents.

Turn any domain folder of skills into a bounded agentic loop: compile a goal into a verifiable task plan, execute tasks with the domain's own tools, verify every task wi…

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

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

Prepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.

Create a global market conditions report spanning equities, rates, FX, commodities, risk appetite, and sector rotation.

Rank recent market-moving news and explain likely effects on equities, commodities, monetary policy, and earnings.

Research a US equity across fundamentals, valuation, technical context, peers, and current market data.