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Found 3 Skills
股票投资调研执行引擎，执行8阶段投资尽调流程。接收stock-question-refiner生成的结构化调研指令，部署多智能体并行研究，生成带引用的投资尽调报告。覆盖：公司事实底座、行业周期、业务拆解、财务质量、股权治理、市场分歧、估值护城河、综合报告。当用户需要进行股票投资研究、基本面分析、投资尽调时使用此技能。
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
Retrieve historical financial ratings and key metric scores over time using Octagon MCP. Use when analyzing overall ratings, return on assets, return on equity, discounted cash flow scores, debt-to-equity scores, and letter grades (A+, A, B, etc.) for any public company.