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Found 115 Skills
Buffett-style stock screener — "What would Buffett buy now?" Generates 3–5 candidate stocks from a market / sector / preference query via a two-layer model: hard quant filter (ROE 5y ≥15%, debt/asset ≤50%, FCF positive 3y, listed ≥5y, gross margin ≥30%) → qualitative moat scoring (moat 35% / capital allocation 20% / earnings predictability 20% / valuation 15% / runway 10%). Longbridge CLI first, MCP fallback, WebSearch for gaps only. Output: candidate cards with moat-type tag, quantitative highlights, verdict (🟢 likely buy / 🟡 wait for price / 🔴 not at this price), deep-dive CTA to `longbridge-buffett-moat-analyzer`. Mandatory holding-period education + data-source appendix. Disqualifies airlines, pre-revenue biotech, ST, listing<5y. Triggers: "巴菲特会买什么", "巴菲特选股", "巴菲特风格的股票", "护城河选股", "宽护城河股票", "价值投资选股", "10年不动的股票", "定价权强的公司", "巴菲特會買什麼", "巴菲特選股", "護城河選股", "寬護城河股票", "Buffett screener", "what would Buffett buy", "wide-moat screener", "quality compounder screen", "Berkshire-style screen", "pricing-power screen".
Valuation methodology framework covering absolute (DCF / DDM / SOTP) and relative (PE-Band / PB-ROE / EV-EBITDA / PS) approaches — when to use each, pros/cons, common pitfalls, and practical application with Longbridge data. Triggers: "估值方法", "估值方法论", "DCF", "DDM", "SOTP", "PE估值", "EV/EBITDA", "绝对估值", "相对估值", "估值框架", "估值方法論", "絕對估值", "相對估值", "valuation methodology", "DCF model", "DDM", "SOTP", "PE band", "EV EBITDA", "absolute valuation", "relative valuation", "valuation framework".
Analyze digital assets including cryptocurrency fundamentals, blockchain mechanics, DeFi protocols, and on-chain metrics. Use when the user asks about crypto investing, Bitcoin, Ethereum, staking yields, DeFi lending, impermanent loss, or on-chain valuation metrics. Also trigger when users mention 'blockchain', 'proof of stake', 'proof of work', 'smart contracts', 'NFTs', 'stablecoins', 'NVT ratio', 'TVL', 'crypto portfolio allocation', 'halving', or ask about risks and returns of cryptocurrency.
Financial Data Analysis Skill (based on `bl mcp` + Alibaba Cloud Bailian MCP Market `market-cmapi00073529`), covering financial instruments such as China A-shares, funds, and bonds. It supports stock screening, fund screening, fund manager screening, financial data query (net profit / revenue / ROE, etc.), macro and industry time-series data (GDP / CPI / production-sales-price), brokerage research report retrieval, and A-share listed company announcement retrieval. Be sure to activate when users ask about the following keywords: stock selection / stock screening, fund screening, fund manager screening, financial data / net profit / revenue / valuation, macroeconomy / GDP / CPI, industry production-sales-price, brokerage research report / industry research report, listed company announcement. Not applicable to: general programming issues, non-financial data, non-Chinese market instruments.
Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO, AFFO, property valuation, or infrastructure investments. Also trigger when users mention 'rental property analysis', 'cash-on-cash return', 'gross rent multiplier', 'REIT dividends', 'real estate sectors', 'cell towers', 'toll roads', 'LTV ratio', 'DSCR', or ask whether to invest in real estate directly or through REITs.
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.
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.
Build Discounted Cash Flow (DCF) valuation models to estimate intrinsic value. Use this skill when the user needs to value a company, evaluate an investment, estimate fair share price, or build financial projections — even if they say 'what is this company worth', 'should we acquire them', or 'build me a valuation model'.
Investment-banking pitch book for strategic alternatives — trading comps, precedent transactions, valuation football field, DCF sensitivity, strategic-options matrix, process recommendation. Built by adapting `assets/template.html` so IB-specific chrome, disclosure bands, and source labels are preserved. Use for Board / sell-side discussion materials. Not a VC fundraising deck (see html-ppt-pitch-deck). Workflow adapted from Anthropic financial-services Pitch Agent (Apache-2.0).
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Guides advanced long-term actuarial mathematics (SOA ALTAM)—survival models, life insurance and annuity APVs, premiums and reserves (equivalence principle, Thiele), multiple decrement and Markov states, yield-curve discounting, mortality improvement, longevity risk, profit testing, and mortality graduation. Tool-agnostic, concept-first. Use when the user mentions advanced long-term actuarial mathematics, ALTAM, survival model, life insurance reserve, annuity valuation, equivalence principle, Thiele equation, multiple decrement, force of mortality, longevity risk, mortality improvement, actuarial present value, or net premium reserve—not ASTAM/P&C (advanced-short-term-actuarial-mathematics), workpapers only (actuarial-analyst), appointed actuary (appointed-chief-actuary), assumption governance (assumption-setting), ALM detail (asset-liability-management), or exam-only deliverables.
YC SAFE Agreement review and advisory skill for startup founders and lawyers. Use when user (1) uploads a SAFE agreement for review/comparison, (2) asks questions about how SAFEs work, or (3) requests to draft a standard YC SAFE. Triggers on keywords like SAFE, Simple Agreement for Future Equity, YC SAFE, valuation cap, discount, MFN, pro rata, convertible instrument.