AI Agent Skills

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

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.

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…

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

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…

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

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

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

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

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

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

Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief…

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

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.