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Found 170 Skills
Design and operate data quality programs for financial data — golden source architecture, validation rules, data lineage, exception management, profiling, and governance. Use when building validation rules for pricing or client data pipelines, designing a data quality monitoring framework, establishing golden source designations across systems, implementing data lineage for BCBS 239 or MiFID II, investigating reconciliation breaks or billing errors traced to bad data, preparing for regulatory exams on data accuracy, building data quality scorecards, or defining data stewardship roles. Trigger on: data quality, golden source, data lineage, data validation, data profiling, exception management, data governance, BCBS 239, data completeness, data accuracy, validation rules, data anomaly, data stewardship, data quality scorecard.
OpenBB 🦋 integration. Manage data, records, and automate workflows. Use when the user wants to interact with OpenBB 🦋 data.
Tongdaxin Quantitative Data Retrieval Skill. Use this skill when users mention tdxquant, Tongdaxin, TdxQuant, tqcenter, and need to obtain A-share market data (market snapshot, K-line, financial data, sector data, convertible bonds, new stocks, trading data, etc.), query trading calendars, execute Tongdaxin formulas, subscribe to market quotes, or place trading orders.
Analyze footnotes and accounting policies from SEC filings using Octagon MCP. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.
AKShare CLI wrapper and API reference documentation. Use this skill to access Chinese financial market data via command line (stocks, futures, funds, bonds, forex, macro indicators) or browse comprehensive API documentation with parameter tables, output schemas, and code examples for all supported data categories.
Compute technical indicators like RSI, MACD, Bollinger Bands, SMA, EMA for a stock. Use when user asks about technical analysis, indicators, RSI, MACD, moving averages, overbought/oversold, or chart analysis.
Generate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the user asks about portfolio performance reports, return summaries, benchmark comparison, risk dashboards, goal progress tracking, or GIPS-compliant reporting. Also trigger when users mention 'quarterly report', 'how did my portfolio do', 'time-weighted vs money-weighted return', 'annualized returns', 'net-of-fee performance', 'rolling Sharpe', or ask how to present investment results to clients.
Comprehensive equity research snapshot — integrates analyst consensus estimates, company fundamentals (revenue / profit / valuation), 60-day price history, and recent major news to produce an investment research snapshot similar to a sell-side equity research brief. Triggers: "股票研究", "个股分析", "研究报告", "个股快照", "综合分析", "股票调研", "股票深度", "個股分析", "研究報告", "個股快照", "綜合分析", "股票研究", "stock research", "equity research", "stock analysis", "research snapshot", "investment brief", "stock deep dive", "comprehensive analysis", "NVDA research", "700.HK analysis".
Query financial market data using the finflow CLI tool. Supports A-shares, HK stocks, US stocks, futures, and macro data. Use this skill whenever the user asks about stock quotes (SH600519, 00700, AAPL), market indices, financial news, capital flow, sector rankings, macro calendar, futures, or any financial data. Also trigger when the user mentions stock codes, ticker symbols (e.g. 茅台, NVDA, 腾讯), asks about market sentiment, wants to check portfolio, or needs real-time financial information for investment decisions.
BaoStock A-share Data Platform, free and open-source, supports queries for stock quotes, K-lines, financial data, industry classification, and index constituent stocks; used when users need to obtain A-share historical quotes, financial statements, trading calendars and other data
Get recent news and sentiment for a stock. Use when user asks about news, headlines, sentiment, what's happening with a stock, or recent developments.