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Found 5 Skills
US Stock Investment Research Assistant. Supports Gemini Deep Research or Claude Native Deep Research (7-Phase + GoT). Use when analyzing 10-K/10-Q reports or generating investment research reports.
Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.
Review corporate governance practices and board composition from SEC filings using Octagon MCP. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.
Guide regulatory filing obligations and deadlines for investment advisers, broker-dealers, and large traders. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports, 13H large trader filings, Form ADV amendment timing, FOCUS report preparation, blue sheet requests, CAT reporting infrastructure, or FINRA short interest and TRACE reporting. Also trigger when users mention 'filing deadline calendar', 'do we need to file Form PF', 'crossed the $100M 13F threshold', 'annual updating amendment', 'CAT clock synchronization', 'how to respond to a blue sheet request', 'FOCUS report errors', or ask which regulatory filings a firm must make and when.
Researches SEC filings, earnings calls, analyst reports, and market data. Use when the album subject involves financial crimes, corporate stories, or market events.