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Found 21 Skills
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
Generate professional investment reports for stocks and ETFs. Use when user requests market analysis, investment reports, stock analysis, or trading recommendations for financial instruments (SPY, AAPL, TSLA, etc.). Creates institutional-grade reports with technical indicators, AI-powered insights, charts, and investment recommendations.
Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.
Expert in quantitative finance, algorithmic trading, and financial data analysis using Python (Pandas/NumPy), statistical modeling, and machine learning.
Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.
Map "Profit Growth × Financial Conditions (Financial Environment)" to the "Investment Clock" to determine the current quadrant, whether it has been rotating clockwise or counterclockwise recently, and the position difference compared to the previous cycle.
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 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.
Track and analyze US government shutdown liquidity impacts by monitoring TGA (Treasury General Account), bank reserves, EFFR, and SOFR data from FRED API. Use when user wants to (1) analyze current or past government shutdown effects on financial markets, (2) track liquidity conditions during fiscal policy disruptions, (3) assess "stealth tightening" effects, (4) compare shutdown episodes across different monetary policy regimes (QE vs QT), or (5) generate liquidity stress reports with historical context. Recommended usage frequency is weekly on Wednesdays after TGA/reserve data releases.
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
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'.
Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.