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Found 118 Skills
Company tear sheet / one-pager via Longbridge Securities — generates a high-density 1–2 page company snapshot: business overview, key financials (revenue / net income / EPS / ROE), valuation multiples (PE / PB / EV-EBITDA), price performance, major shareholders, and recent catalysts. Triggers: "公司单页", "公司快照", "公司简报", "公司画像", "一页纸分析", "公司概要", "股票简报", "公司單頁", "公司快照", "公司簡報", "公司畫像", "一頁紙分析", "company tearsheet", "company profile", "company snapshot", "one-pager", "company brief", "stock summary", "company factsheet".
Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
Model free cash flow to evaluate project or business value. Use for investment decisions, valuation, and understanding cash dynamics.
Analyze SaaS company valuation compression between funding rounds. Use this skill whenever the user asks about: how much a SaaS company's valuation multiple changed between rounds, why the ARR multiple compressed or expanded, comparing a company's compression to macro benchmarks, or explaining what drove valuation changes for any VC-backed software company. Trigger on phrases like "valuation compression", "ARR multiple", "round-to-round valuation", "multiple change", or when the user asks to compare a company's funding rounds. Always use this skill for any multi-round SaaS valuation analysis — do not try to answer from memory alone.
Industry / sector panorama report — generates a comprehensive industry overview covering market dynamics, competitive landscape, key players, thematic trends, valuation ranges, and catalysts/risks. Outputs industry sizing, growth rate, major-player market share estimates, and valuation bands. Triggers: "行业概览", "行业报告", "板块报告", "行业全景", "竞争格局", "行业分析", "板块分析", "行業概覽", "行業報告", "板塊報告", "行業全景", "競爭格局", "industry overview", "sector overview", "industry report", "sector analysis", "market landscape", "competitive landscape", "industry sizing", "sector deep dive", "semiconductor industry", "AI sector overview".
Comprehensive equity research snapshot — integrates analyst consensus estimates, company fundamentals (revenue / profit / valuation), 60-day price history, and recent major news to produce an investment research snapshot similar to a sell-side equity research brief. Triggers: "股票研究", "个股分析", "研究报告", "个股快照", "综合分析", "股票调研", "股票深度", "個股分析", "研究報告", "個股快照", "綜合分析", "股票研究", "stock research", "equity research", "stock analysis", "research snapshot", "investment brief", "stock deep dive", "comprehensive analysis", "NVDA research", "700.HK analysis".
Guides actuarial work for insurance and reinsurance—pricing and rate adequacy, reserving and IBNR, loss development and triangles, mortality/morbidity and lapse assumptions, experience studies and credibility, capital and risk metrics at overview level, product design tradeoffs (life, health, P&C, annuity), and regulatory reporting concepts (NAIC, IFRS 17, Solvency II overview—not legal advice). Use when the user mentions actuary, actuarial, IBNR, loss development, reserve analysis, mortality table, pricing insurance, experience study, IFRS 17, loss ratio, combined ratio, credibility, or asks for assumption documentation and model governance for insurance products—not generic FP&A (financial-analyst), investment banking valuation (comps-analysis, dcf-model), legal policy interpretation (commercial-counsel), clinical trials, software-only implementation (senior-software-engineer), or broad GRC without actuarial models (compliance-engineer).
Guides senior corporate transaction leadership—deal thesis, valuation and offer strategy, negotiation priorities, structure (cash/stock/earnout/RWI/locked box), IC and board recommendations, adviser and banker management, go/no-go and walk-away, and oversight of execution through close. Use when leading an M&A, divestiture, financing, or JV as deal principal, preparing investment committee or board materials, setting negotiation mandates, or adjudicating price/structure—not for closing matrices and diligence logistics (transaction-manager), contract drafting (corporate-counsel, commercial-counsel), general strategy consulting (business-consultant), or sales quote-to-cash (deal-operations-administrator). Human executives and counsel approve binding terms.
Expert guide for Odoo Inventory: stock valuation (FIFO/AVCO), reordering rules, putaway strategies, routes, and multi-warehouse configuration.
Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, terminal value, dividend discount models, comparable multiples, or sum-of-the-parts valuation. Also trigger when users mention 'what is this stock worth', 'fair value estimate', 'Gordon growth model', 'free cash flow valuation', 'cost of equity', 'sensitivity analysis', 'exit multiple', or ask whether a stock is overvalued or undervalued.
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.