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Found 22 Skills
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Explains business financial terms and frameworks for engineering managers — produces term definitions (ARR, COGS, CAC, LTV, gross margin, burn rate, EBITDA, AARRR), translation formulas for making engineering work visible in business language, and a three-layer framework for building business credibility. Use when the user says "business terms," "EBITDA," "burn rate," "CAC," "LTV," "gross margin," "ARR," "how do I speak to business people," "I don't understand finance," "make the case for engineering work," "connect engineering to business outcomes," "talk to the P&L owner," or "business impact." Do NOT use when the user wants to connect engineering metrics (DORA, velocity) to business metrics — use developer-productivity instead.
Analyze debt covenants and credit agreement terms from SEC filings using Octagon MCP. Use when researching financial covenants, leverage ratios, interest coverage requirements, credit facilities, debt maturity schedules, and covenant compliance from 10-K, 10-Q, and 8-K filings.
Retrieve year-over-year growth in income statement items including Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted. Use when analyzing company financial growth trends, comparing fiscal year performance, or identifying profitability inflection points.
Track rental income, expenses, ROI, and cap rate per property.
Analyze Taiwan-listed stocks using fundamental analysis including EPS, P/E ratio, dividend yield, and financial statement review. Use this skill when the user needs to evaluate a Taiwan stock, compare TWSE/TPEx-listed companies, assess valuation, or review earnings — even if they say 'should I buy this stock', 'analyze 台積電', 'is this stock overvalued', or 'compare these two Taiwan companies'.
Analyze 10-K annual filings for public companies using Octagon MCP. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
View Stripe revenue metrics — MRR, total charges, balance, refunds, and payouts. Use when the user asks about revenue, income, MRR, charges, refunds, or financial overview.
Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO, AFFO, property valuation, or infrastructure investments. Also trigger when users mention 'rental property analysis', 'cash-on-cash return', 'gross rent multiplier', 'REIT dividends', 'real estate sectors', 'cell towers', 'toll roads', 'LTV ratio', 'DSCR', or ask whether to invest in real estate directly or through REITs.