AI Agent Skills

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.

TradingAgents: Multi-Agents LLM Financial Trading Framework

Download market data from Yahoo! Finance's API

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

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

A local-first personal finance app

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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.

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

Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.