Loading...
Loading...
Found 9 Skills
A-share Value Investment Analysis Tool, providing stock screening, in-depth individual stock analysis, industry comparison and valuation calculation functions. Based on value investment theory, it uses tushare to obtain public financial data, suitable for ordinary investors with low-frequency trading.
Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management quality and integrity, making buy/hold/sell decisions, understanding core value investing concepts (compounding/intrinsic value/margin of safety/circle of competence/Mr. Market), analyzing any industry (insurance/banking/consumer/media/energy/railroads/technology), handling capital allocation/buybacks/dividends questions, assessing market sentiment and macro risks, exploring when to sell, analyzing institutional imperative or management behavior. Even if the user does not mention "Buffett," proactively trigger whenever the topic involves investment analysis, business quality assessment, or investment decision-making.
Initiating-coverage report framework — five-step workflow to generate an institutional-grade coverage initiation report: ① company overview ② industry positioning ③ financial modelling ④ valuation analysis ⑤ investment conclusion. Covers business description, competitive advantages, financial health, valuation multiples, price target, and risk factors. Triggers: "首次覆盖", "初始覆盖", "覆盖报告", "研报框架", "投资报告", "建立覆盖", "首次評級", "初始覆蓋", "覆蓋報告", "建立覆蓋", "initiate coverage", "coverage initiation", "first coverage", "equity research report", "investment report", "initiating coverage", "research initiation", "NVDA initiate coverage".
Measure the valuation range (overvalued/undervalued) of the mining stock sector relative to the metal itself using the ratio of Silver Mining Stock Price to Silver Price, and derive 'bottom/top' signals and scenario projections through historical percentiles and analogous intervals.
AI-powered deep stock analysis engine for A-share/HK/US markets with 51 investor personas, 22 data dimensions, 180 quantitative rules, and 17 institutional methods
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Investment-banking pitch book for strategic alternatives — trading comps, precedent transactions, valuation football field, DCF sensitivity, strategic-options matrix, process recommendation. Built by adapting `assets/template.html` so IB-specific chrome, disclosure bands, and source labels are preserved. Use for Board / sell-side discussion materials. Not a VC fundraising deck (see html-ppt-pitch-deck). Workflow adapted from Anthropic financial-services Pitch Agent (Apache-2.0).
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
Retrieve market capitalization data for a single company using Octagon MCP. Use when you need the current market value, valuation context, or size classification for any publicly traded stock.