AI Agent Skills

在统一管理空间中组织分析、客户、财务与计划视图，先明确真实数据和日常管理任务。

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

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

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

Open-source investment research platform for financial analysis agents.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

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

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

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.

Stock analysis skill for market research and financial reasoning workflows.

Fast quantitative research and backtesting workflows for financial agents.

Create a global market conditions report spanning equities, rates, FX, commodities, risk appetite, and sector rotation.

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

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

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