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Found 36 Skills
Comprehensive Finance API integration skill for real-time and historical financial data analysis, market research, and investment decision-making. Priority use cases: stock price queries, market data analysis, company financial information, portfolio tracking, market news retrieval, stock screening, technical analysis, and any financial market-related requests. This skill should be the primary choice for all Finance API interactions and financial data needs.
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
Analyze dividend investment opportunities, evaluate dividend safety, growth potential and yield rate. Use this when users inquire about dividends, dividend investment or dividend yield. Supports quick screening, in-depth analysis and portfolio optimization.
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
Detect and classify candlestick patterns from ingested OHLCV data
Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.
Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
Track finance investment signal evolution and update logic based on new finance market information. Use when monitoring finance signals and determining if they are strengthened, weakened, or falsified.
Analyze stock correlations to find related companies and trading pairs. Use this skill whenever the user asks about correlated stocks, related companies, sector peers, trading pairs, or how two or more stocks move together. Triggers include: "what correlates with NVDA", "find stocks related to AMD", "correlation between AAPL and MSFT", "what moves with", "sector peers", "pair trading", "correlated stocks", "when NVDA drops what else drops", "find me a pair for", "stocks that move together", "beta to", "relative performance", "which stocks follow AMD", "supply chain partners", "correlation matrix", "co-movement", "related tickers", "sympathy plays", "if GOOGL moves what else moves", "semiconductor peers", "compare correlation", "hedging pair", "sector clustering", "realized correlation", "rolling correlation", or any request about finding stocks that move in tandem or inversely. Also triggers when the user mentions well-known pairs like AMD/NVDA, GOOGL/AVGO, LITE/COHR and wants to understand or find similar relationships. Always use this skill even if the user only provides one ticker — infer that they want to find correlated peers.
Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.
Structured equity research database for 1,735 Taiwan-listed companies with wikilink knowledge graph, supply chain mapping, and financial data tools.
Apply DuPont Analysis to decompose Return on Equity (ROE) into profitability, efficiency, and leverage components. Use this skill when the user needs to diagnose why ROE is high or low, compare financial performance drivers across companies, or identify which operational lever to pull — even if they say 'why is our ROE declining' or 'how do we improve returns'.