AI Agent Skills

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

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.

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

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