Skill Reference
Every framework as a browsable page. New here? See Choose a Skill to find the right one for your goal, or Concepts for the ideas behind them.
Core Stock Analysis
- stock-eval — Before running any analysis, always retrieve the latest market data for the ticker:
- fundamental-analysis — | Ratio | Formula | What It Measures |
- technical-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
- dcf-valuation — —
- stock-valuation — Before running any analysis, always retrieve the latest market data for the ticker:
- economics-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
Financial Reports
- financial-report-analyst — Before running any analysis, always retrieve the latest market data for the ticker:
- earnings-call-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
Market Monitoring
- insider-trading — Before running any analysis, always retrieve the latest market data for the ticker:
- institutional-ownership — Before running any analysis, always retrieve the latest market data for the ticker:
- dividend-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
- short-interest — Before running any analysis, always retrieve the latest market data for the ticker:
Advanced Research
- competitor-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
- options-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
- portfolio-review — You are an expert financial analyst. Conduct comprehensive portfolio analysis and provide optimization recommendations aligned with the investor’s objectives and risk tolerance.
- sector-analysis — Before running any analysis, always retrieve the latest market data for the ticker:
Meta & Output
- research-bundle — | Old Usage | New Equivalent |
- full-report — Orchestrate InvestSkill analysis modules on one ticker at your chosen depth, synthesize findings into a unified investment thesis with composite scoring, and produce a standalon…
- report-generator — Generate exportable HTML/PDF reports with interactive charts and visualizations from investment analysis data.
- chart-master — Before running any analysis, always retrieve the latest market data for the ticker:
- result-validator — You are a rigorous meta-analyst. Your job is to critically evaluate the output of any investment analysis and produce a structured confidence assessment that tells the user how…
Other
- 10k-digest — Before running the digest, confirm the filing details:
- catalyst-calendar — Before running any analysis, always retrieve the latest market data for the ticker:
- stock-screener — Before running any analysis, always retrieve the latest market data for the ticker:
Educational frameworks only. Not financial advice.