AI Agent Skills

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

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.

FinceptTerminal is a modern finance application offering advanced market analytics, investment research, and economic data tools, designed for interactive exploration an…

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…

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

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

OpenDesign renewal + seat-expansion business case for a growing customer: realized value, usage proof, and the expansion ROI. Built as a decision-grade B2B sales deck fo…

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

Retrieve official Federal Reserve economic series for GDP, inflation, rates, employment, money supply, and volatility research.

Retrieve market prices, histories, fundamentals, options, and news through Yahoo Finance endpoints for research workflows.

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.

Access China, Hong Kong, US, fund, futures, bond, and macroeconomic data through Tushare Pro workflows.

Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.