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Found 134 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.
Compare the differences in business quality, growth, profitability, valuation and catalysts of peer candidate companies horizontally, and provide conclusions on relative strengths and weaknesses. It is applicable to scenarios such as choosing between two candidate stocks, selecting the best among peers in an industry, and establishing a priority tracking order.
Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth?"
Investment proposal generation via Longbridge Securities — produces a structured investment memo covering: executive summary, company overview, investment thesis (3–5 core points), financial analysis, valuation, catalysts and timeline, risk factors, and position recommendation. Triggers: "投资提案", "投资建议书", "投资报告", "投资摘要", "核心逻辑", "投资理由", "建仓建议", "投資提案", "投資建議書", "投資報告", "投資摘要", "核心邏輯", "建倉建議", "investment proposal", "investment memo", "investment summary", "investment rationale", "position recommendation", "investment case", "buy memo".
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'.
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.
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.
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.
Analyze financial reports of listed companies (US, Japanese, Hong Kong, and A-share markets) and generate valuation analysis and investment reports
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.
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
Analyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios, index construction methods, or style analysis. Also trigger when users mention 'P/E ratio', 'growth vs value', 'market cap weighting', 'sector allocation', 'GICS classification', 'earnings per share', 'Fama-French factors', 'CAPM', 'dividend yield', 'PEG ratio', 'EV/EBITDA', or ask which factors explain equity returns.