AI Agent Skills

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

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.

Use *before* starting work in a domain you don't know well, to surface the "unknown unknowns" — the things you don't even know to ask about — and learn just enough to pr…