AI Agent Skills

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.

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

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

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