AI Agent Skills

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

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

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

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

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.

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

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

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

Fast quantitative research and backtesting workflows for financial agents.

Assess business quality, economic moats, management, competitive positioning, and durable value creation.

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

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

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