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.

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

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

OpenDesign's weekly growth review: stars, installs, activation — the number, the driver, and the recommended move. Built as a decision-grade data & finance deck for grow…

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

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

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

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

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.

Analyze a ticker with AlphaGBMs five-pillar framework: fundamentals, technicals, sentiment, flows, and valuation.

Open-source investment research platform for financial analysis agents.

Create a multi-perspective technology-company earnings memo with evidence standards, valuation lenses, and anti-bias checks.

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

Stock analysis skill for market research and financial reasoning workflows.