Agent Skills

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name: company-profile

description: One-page company profile slide, four quadrants of overview, financial summary, share price chart and key facts. Also the compact profile paragraph when it has to sit inside a memo, a deck or a chat reply. Triggers on one-page profile, tear sheet, company snapshot, profile slide, quick profile of [company].

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name: competitive-analysis

description: Competitive landscape analysis: positioning, scorecards, moat assessment, market share trends. Triggers on competitive analysis, competitive landscape, competitor benchmarking, moat assessment, market share, who are the competitors.

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name: comps-analysis

description: Comparable company analysis: peer set, operating metrics, valuation multiples, statistics and an implied value. Triggers on comps, trading comparables, how does it trade against peers, peer benchmarking, what multiple should it get.

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name: dcf-model

description: Build a DCF valuation in Excel: FCF projections, WACC, terminal value, scenarios, sensitivity grids, reverse DCF. Triggers on build a DCF, what is it worth, intrinsic value, fair value, price target from cash flows.

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name: docx

description: Word documents a human will review and edit: build with python-docx, edit an existing file in place with tracked changes and comment threads, render, validate

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name: earnings-analysis

description: Post-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone. Triggers on earnings update, post-earnings report, analyze quarterly results, Q[N] update, what management said on the call.

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name: earnings-preview

description: Pre-print setup for a company about to report: the expectation bar, EPS-quality watch, call questions, scenarios and the reaction framework. Triggers on earnings preview, what to watch for [company] earnings, pre-earnings setup, preview Q[N].

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name: html-report

description: Self-contained styled HTML reports written to the task directory: PDF-exportable research documents with inline data, charts, and theme-aware CSS

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name: idea-generation

description: Find long and short candidates across a universe when no name is on the table yet: mandate, universe validation, archetype screens, thematic sweep, triage, idea cards, idea log. Triggers on idea generation, stock screen, find ideas, what looks interesting, screen for, new ideas, pitch me something.

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name: impact-analysis

description: Translate a macro, policy, rate, commodity, geopolitical or industry shock into equity exposure through a named transmission channel. Triggers on what does X mean for, impact of, exposure to, who benefits from, tariff, rate cut, oil shock, new regulation.

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name: initiating-coverage

description: First-time coverage of a company, or a refresh of coverage already published, run one task per request by default: company research, financial model, valuation, charts, then a 30 to 50 page report with a model. Triggers on initiation report, initiate coverage, initiating coverage, full equity research report, refresh the initiation.

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name: inline-widget

description: Inline HTML widgets: charts, dashboards, data tables rendered directly in the chat via ShowWidget

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name: interactive-dashboard

description: Interactive web dashboards: stock trackers, sector heatmaps, portfolio monitors, served via preview URL

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name: market-watch

description: Track live prices for the tickers central to the current task. Registers symbols for an ambient real-time price feed, keeps analysis current with the newest quotes, and re-checks staleness before stating prices.

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name: model-update

description: Refresh an existing financial model after a print, a guidance change, a consensus move, a filing, a KPI release or a capital-structure change. Triggers on update the model, roll it forward, the new quarter is out, revise estimates, refresh the price target.

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name: morning-note

description: Daily research briefing on overnight news, pre-market movers, earnings and macro events. Triggers on morning note, morning meeting, what happened overnight, morning call prep, daily note, trade idea for the open.

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name: pdf

description: Read, fill and build PDFs: inspect structure and fonts, extract text and tables with pdfplumber and poppler, fill and flatten AcroForms with pypdf, create with reportlab, merge, split and encrypt with qpdf, and verify by rendering the page and looking at it

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name: pptx

description: PowerPoint decks built with pptxgenjs and native charts, existing decks edited in place with python-pptx, then rendered to images and audited for overflow, overlap, bounds and typography before delivery

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name: research-conventions

description: The evidence, judgement, intake and market-data rules every research deliverable follows. Read before the first deliverable of a research task; when a number has no source; when two sources disagree; when a figure may be stale; when deciding what to ask the user; before any valuation, thesis or recommendation.

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name: sector-overview

description: Sector and industry landscape report, built on the sector's own archetypes, metrics and valuation lenses. Triggers on sector overview, industry landscape, industry primer, sector deep dive, market map.

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name: thesis-tracker

description: Keep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift detection. Triggers on thesis tracker, thesis update, is the thesis still intact, post-earnings thesis check, portfolio thesis review, re-underwrite.

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name: ui-design

description: Design-quality reference for financial-research visual output: typography, color, composition, and avoiding generic AI aesthetics

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name: web-scraping

description: Web scraping: scrape_page / scrape_pages MCP tools for fetching pages as markdown, HTML, or text (fast HTTP, browser rendering, anti-bot stealth), plus the direct Scrapling Python API for selectors, sessions, and spiders

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name: x-api

description: Search X (Twitter) posts, pull user profiles, fetch specific tweets, and read reply threads for sentiment, news, and event research. Triggers on 'X', 'Twitter', 'tweets about', 'sentiment on', 'what are people saying about', 'historical tweets', or any request to read public X content.