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Found 73 Skills
Retrieve sector P/E ratios using Octagon MCP. Use when comparing company valuations to sector benchmarks, analyzing sector valuations across exchanges, and understanding market-wide valuation trends.
Every SEC filing, every XBRL fact, every insider trade — synced into a local SQLite store you can pivot, search, and watch offline. Trigger phrases: `look up an SEC filing`, `check insider trading on`, `compare quarterly financials for`, `watch SEC filings for`, `use sec-edgar`.
For post-market review, focusing on daily review / market research / transaction summary. This Skill is mainly used in scenarios such as answering user questions, writing reports, and creating financial articles. This report generates a large amount of output and is not suitable for simple conversation scenarios. For obtaining various information and data, you can use the wind.financial.data tool with appropriate keywords or keyword combinations. After the market closes, you need to quickly review the entire day's market to understand what happened, which signals are worthy of attention, and how to respond tomorrow.
Valuation and pricing framework focusing on valuation analysis / pricing logic / investment decisions. This Skill is mainly applied in scenarios such as answering user questions, writing reports, and creating financial articles. This report generates extensive content and is not suitable for simple conversation scenarios. Various information and data can be obtained via the wind.financial.data tool using appropriate keywords or keyword combinations. Users want to know how to value a company, the level of its current valuation, why the market is willing to assign this valuation, and whether there is room for revaluation.
AI-powered stock and crypto analysis using the aipa CLI. Use this skill whenever the user asks to analyze a ticker, compare stocks, get technical analysis, or answer any financial market question about Vietnamese stocks (VIC, VCB, FPT...), cryptocurrencies (BTC, ETH...), or global assets. Also use for price action analysis, moving average analysis, support/resistance questions, sector comparison, Wyckoff analysis, or trading insights. Also handles fundamental analysis when the user explicitly asks for fundamentals, PE, ROE, NPL, CAR, valuation, or "phân tích cơ bản" — use `aipa fundamentals` commands to enrich technical analysis with financial ratios, company info, and fundamental screening/ranking. For raw price data without AI, use the aipa-data skill instead.
Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Use when analyzing financial position, capital structure, or leverage metrics.
Calculate comprehensive ROI for AI implementation projects. Takes current costs, manual process time, team size, and hourly rates. Generates detailed roi-analysis.md with executive summary, cost-benefit tables, sensitivity analysis, break-even timeline, and comparison scenarios. Use when evaluating AI investments, building business cases, or justifying automation spend.
Screen and deeply analyze potential NSE multibagger stocks using a Peter Lynch-style quality, growth, valuation, and technical framework. Use when the user asks for multibagger stocks, undervalued high-growth NSE stocks, Peter Lynch-style analysis, top NSE multibagger candidates, smallcap/midcap compounders, value traps, or worst-case scenarios for high-potential stocks.
Pre-earnings analysis skill — extracts prior guidance, tracks events, summarises earnings call Q&A, and generates a structured preview report (inline summary + DOCX) before a company reports quarterly results. Supports US, HK, and A-share markets. Triggers: "财报前瞻", "财报预览", "财报季准备", "财报要关注什么", "下季度财报", "业绩前瞻", "上季度指引", "电话会要点", "財報前瞻", "財報預覽", "財報季準備", "財報要關注什麼", "下季度財報", "業績前瞻", "上季度指引", "電話會要點", "earnings preview", "pre-earnings", "prior guidance", "earnings call Q&A", "NVDA earnings preview", "what to watch this earnings", "before earnings".
Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Create professional financial charts and visualizations using Python/Plotly. Use when building Sankey diagrams (income statement flows, revenue breakdowns), waterfall charts (profit walkdowns, revenue bridges), bar charts (margin comparisons, segment breakdowns), or line charts (trend analysis, multi-company comparisons). Triggers on chart creation requests, financial visualization needs, or data presentation tasks.