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Found 43 Skills
Use this when user needs to document business requirements from undocumented legacy code. Provides systematic 6-phase extraction: automated analysis, validation rules, use cases, business rules, data models, and workflow mapping. Apply for legacy system documentation, migration planning, compliance audits, or M&A due diligence
Use this skill any time the user wants financial analysis, earnings research, or investment-related reports. This includes: earnings call summaries, quarterly financial analysis, stock research, equity research reports, financial due diligence, company valuations, DCF models, balance sheet analysis, income statement breakdowns, cash flow analysis, SEC filing summaries, investor memos, portfolio analysis, IPO analysis, M&A research, and credit analysis. Also trigger when: user says 分析财报, 做个估值, 股票研究, 财务尽调, 现金流分析, 收入分析, 季度财务分析. If financial research or analysis is needed, use this skill.
Design and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user asks about privacy notices, the Safeguards Rule, identity theft prevention programs, breach notification obligations, vendor security due diligence, incident response planning, data classification, or state privacy law compliance. Also trigger when users mention 'customer data was exposed', 'do we need to notify clients of a breach', 'cybersecurity exam prep', 'cloud vendor risk assessment', 'encrypting client data', 'BYOD security policy', 'Red Flags Rule', 'NY DFS 500 requirements', or ask how to handle a cybersecurity incident.
OSINT and investigation including people search, company intel, domain lookup, social media discovery, and threat intel. USE WHEN OSINT, due diligence, company intel, background check, find person, people search, domain lookup, entity lookup, threat intel, who is.
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
Analyze financial health using ratio categories: profitability, liquidity, leverage, efficiency, and valuation. Use this skill when the user needs to assess a company's financial performance, compare companies, evaluate creditworthiness, or prepare financial due diligence — even if they say 'is this company financially healthy', 'analyze these financial statements', or 'compare these two companies'.
Comprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills. Use when conducting full company analysis, writing initiation of coverage reports, performing due diligence, or creating investment recommendations with quantitative support.
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alternatives, household-level suitability, hold recommendations, or the institutional suitability exemption. Also trigger when users mention 'is this investment suitable', 'turnover ratio is too high', 'cost-to-equity ratio', 'churning metrics', 'suitability questionnaire design', 'complex product due diligence', 'customer refused to provide their risk tolerance', or ask whether a recommendation fits a customer's profile.
Prioritize drug targets from a ranked gene list (e.g., scRNA-seq DE output) by orchestrating parallel API queries against UniProt, OpenTargets (with integrated DepMap CRISPR essentiality + gnomAD constraint), PubMed, the Human Protein Atlas (HPA), and ChEMBL tool compounds, then re-ranking by a composite score combining protein localization, druggability, disease genetics, tissue specificity (safety), focus-cell-type expression, CRISPR essentiality, LoF safety constraint, and research maturity. Use whenever the user wants to filter, triage, prioritize, or "do due diligence" on a list of candidate genes for drug discovery, especially after a DE / DEG analysis when they say things like "which of these should I follow up on", "filter for druggable targets", "make a target dossier", "rank these for tractability", "annotate these genes for druggability", or "build a target report". Trigger even when the user says just "filter these candidate genes" or hands over a CSV from a DE pipeline.
Finance: financial analysis, accounting, controlling, corporate development, M&A. Triggers: financial model, forecast, budget, accounting, journal entry, reconciliation, financial statements, audit, M&A, acquisition, due diligence, valuation.
Comprehensive framework for evaluating AI vendors and solutions to avoid costly mistakes. Use this skill when assessing AI vendor proposals, conducting due diligence, evaluating contracts, comparing vendors, or making build-vs-buy decisions. Helps identify red flags, assess pricing models, evaluate technical capabilities, and conduct structured vendor comparisons.
Use this skill any time the user wants in-depth research or comprehensive analysis on any topic. This includes: industry analysis, competitive landscape mapping, market sizing, trend analysis, technology reviews, investment research, sector overviews, due diligence, benchmark studies, patent landscape analysis, regulatory analysis, and academic surveys. Also trigger when: user says 帮我调研一下, 深度分析, 行业研究, 市场规模分析, 竞争格局, 技术趋势, 做个研究报告. If deep research or comprehensive analysis is needed, use this skill.