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Found 79 Skills
A-share Value Investment Analysis Tool that provides stock screening, in-depth individual stock analysis, industry comparison and valuation calculation functions. Based on value investment theory, it uses akshare to obtain public financial data, suitable for ordinary investors with low-frequency trading.
Build discounted cash flow (DCF) valuation models in Excel. Use when creating DCF models, calculating enterprise value, or valuing companies. Trigger with phrases like 'excel dcf', 'build dcf model', 'calculate enterprise value'.
Retrieve historical market capitalization data for any stock using Octagon MCP. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and comparing historical size classifications.
Comprehensive market analyst skill that orchestrates all Octagon stock performance and market data skills. Use when conducting stock analysis, creating market reports, evaluating valuations, comparing sectors, or performing technical and sentiment analysis.
Tech Stock Earnings Deep Dive Analysis and Multi-Perspective Investment Memo System (v3.0). Covers 16 major analysis modules (A-P), 6 investment philosophy perspectives, institutional-grade evidence standards, anti-bias framework, and actionable decision system. When users mention topics such as tech company earnings analysis, quarterly/annual report interpretation, earnings call, revenue growth analysis, margin changes, guidance, valuation models, DCF, reverse DCF, EV/EBITDA, PEG, Rule of 40, management analysis, competitive landscape, position sizing, whether to buy/sell/add to a tech stock position, how to interpret a company's latest earnings, doing a deep dive, multi-angle valuation, how investment masters view a company, variant view, key forces, kill conditions, ownership structure, executive team, partner ecosystem, macro policy impact, etc., this skill should be used. Even if the user simply asks "help me look at NVDA's latest earnings" or "how did META do this quarter" or "should I keep holding MSFT," this skill should be triggered to provide comprehensive earnings analysis and a multi-perspective investment memo. This skill complements the us-value-investing skill — us-value-investing focuses on long-term value four-dimensional scoring, while this skill focuses on in-depth dissection of the latest earnings, comprehensive judgment across multiple investment philosophies, and actionable position decisions.
Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. Use when building financial models, analyzing statements, or making investment decisions.
Compare leading tech stocks to distinguish hype-driven overvaluation from fundamentally justified pricing, and identify undervalued tech names the market is overlooking. Use when the user asks to evaluate tech stock valuations, find overvalued or undervalued tech companies, assess whether a tech stock's growth justifies its multiple, compare tech company fundamentals, analyze revenue growth vs. valuation, or identify mispriced technology stocks.
Analyze financial reports of listed companies (US, Japanese, Hong Kong, and A-share markets) and generate valuation analysis and investment reports
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
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.
M&A strategy for acquiring companies or being acquired. Covers strategic rationale assessment, target screening, due diligence frameworks, valuation methodologies, deal structure, negotiation strategy, integration planning, and post-acquisition execution. Use when evaluating acquisitions, preparing to be acquired, conducting due diligence, planning integration, negotiating deal terms, or when user mentions M&A, acquisition, merger, acqui-hire, due diligence, valuation, LOI, earnout, integration, or deal structure.