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Found 115 Skills
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage. Use when analyzing forward expectations, consensus estimates, valuation inputs, or comparing projections to historical performance.
Compare the differences in business quality, growth, profitability, valuation and catalysts of peer candidate companies horizontally, and provide conclusions on relative strengths and weaknesses. It is applicable to scenarios such as choosing between two candidate stocks, selecting the best among peers in an industry, and establishing a priority tracking order.
Deep research skill — broad parallel web searches, multi-source validation, confidence tracking, cited Markdown report. Supports 11 research types: market (TAM/SAM, segments, pricing, trends), domain (industry structure, ecosystem, regulatory landscape), technical (architecture, tools, benchmarks), competitive (competitor teardown, positioning, win/loss), product (feature analysis, reviews, roadmap signals), academic (literature survey, citation networks, key authors), person/org (due diligence on a company or public figure), financial (funding rounds, valuation multiples, revenue signals), legal (IP, patents, litigation, compliance), trend (emerging signals, foresight, scenario mapping), community (ecosystem health, key voices, governance, fragmentation). Use when asked to: 'research <topic>', 'deep dive on X', 'analyze the landscape', 'competitive analysis', 'compare these options', 'who are the players in Z', 'literature review', 'background on Y', 'what papers exist on X', 'product teardown', 'technology evaluation', 'regulatory overview', 'funding landscape', 'what trends are emerging in X', 'patent landscape', 'community health', or any request requiring scanning many sources and producing a cited written analysis. Apply whenever the deliverable is a thorough, sourced report rather than a quick answer. Trigger even when phrased casually: 'look into X', 'what's the deal with Y', 'dig into Z', 'I need to understand the space', 'catch me up on X'.
Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX, margin debt, breadth, IPO data) over subjective impressions. Features strict qualitative adjustment criteria with confirmation bias prevention. Supports practical investment decisions with mandatory data collection and mechanical scoring. Use when user asks about bubble risk, valuation concerns, or profit-taking timing.
A systematic stock analysis framework based on Warren Buffett's value investing philosophy. It provides a complete investment analysis process including economic moat analysis, financial evaluation, management assessment, valuation methods and risk control. Suitable for evaluating specific stocks, screening high-quality targets, analyzing competitive advantages, and building investment portfolios. Activate when users mention keywords such as "Buffett", "value investing", "economic moat", "ROE", "pricing power", "long-term holding", "margin of safety", "circle of competence", "white horse stock", "blue chip stock", or when stock investment analysis is required.
Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.
Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.
Property valuation, market analysis, investment ROI calculations, comparable analysis, and rental yield assessment. Use when evaluating real estate investments, analyzing property markets, or calculating returns.
Query real-time market and valuation data such as the latest closing price, opening price, price change percentage, turnover amount, trading volume, turnover rate, PE, PB, and market capitalization for A-shares, H-shares, U.S. stocks, and their indices. Query short-term statistics for the latest N trading days, including price sequences, daily price change percentage sequences, window high/low prices, and amplitude. Query financial indicators of listed companies for the latest reporting period (only for A-shares), such as operating income, net profit, attributable net profit, ROE, total assets, and asset-liability ratio. Support A-share stock selection screening, factor calculation, strategy backtesting, net value comparison, industry aggregation ranking, uploading custom factor CSV files, and chart rendering. Currently, H-shares and U.S. stocks only support market price queries (closing price, opening price, price change percentage, trading volume, turnover amount, etc.). Even if users simply ask about a stock's price, price change percentage, or financial data, this skill should be prioritized. Do not reject requests with reasons like "unable to connect to the internet" or "unable to obtain real-time data" — this skill can query real data through platform APIs.
Post-earnings analysis skill — generates institutional-grade earnings update reports (8–12 page DOCX) and structured conversation summaries for companies under coverage. Covers beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates, and valuation. Supports US, HK, and A-share markets. Use this skill whenever the user wants a post-earnings analysis or quarterly-results writeup, even if they do not say "earnings update" verbatim. Triggers: "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "earnings report", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "財報分析", "業績更新", "季度業績", "季報", "年報", "財報點評".
Produces a CPA-ready year-end COGS schedule for Amazon sellers from Inventory Valuation Report, Settlement reports, and supplier POs. Catches the ending inventory math errors that overstate taxable income by 8-15%. Use when a user asks about year-end taxes, COGS, inventory valuation, or "tax pack for my accountant". Trigger phrases: "year-end taxes", "COGS schedule", "inventory valuation", "FIFO LIFO Amazon", "tax pack for CPA". Works with zero tools.
Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.