Planning, sales, accounting, legal, and project management (4.5K skills)
Coordinate trading strategy research from market data or candidate records through idea development, drafting, review, and revision. Export qualifying strategies, keep an execution record, or preview the workflow without exporting results.
Turn a news headline into three investment scenarios covering the next 18 months. Analyze direct and wider effects on sectors and US-listed stocks, then incorporate a second agent’s critical review into an English report.
Turn trading hypotheses into concrete strategy drafts with multiple variants and a chosen risk profile. Adjust exit settings by hypothesis type, then optionally export YAML tickets, structured files that a downstream tool can validate and process.
Check recorded trading losses and losing streaks against account-level limits to assess whether new trades should proceed. Generate a decision report with triggered rules, cooldown periods, and data-quality warnings using local records without external APIs.
Combine outputs from multiple investment analysis skills into a ranked research shortlist. Apply adjustable weights, merge duplicate findings, and flag conflicting views while retaining source references in JSON and Markdown reports.
Screen stocks that gap up after earnings for continued price movement, known as PEAD. Analyze weekly candles for pullbacks and breakouts, then report candidate stages, setup scores, liquidity, and entry, stop, and target levels.
Screen stocks after earnings announcements using five factors: price gaps, prior price trends, trading volume, and positions relative to two moving averages. Compare candidates with scores out of 100, A–D grades, and JSON and Markdown reports.
Monitor dividend holdings for cuts, weakening finances, and filing-related warning signs. The skill assigns OK, WARN, or REVIEW states and creates evidence-backed reports and review tickets for human decisions, without automatically selling holdings.
Turn Japanese or English stock screening requests into FinViz URLs and open them in a browser. Combine dividend, growth, price movement, and investment theme filters, with options to choose the results view and sorting order.
Check planned manual trades against written entry rules, stop levels, position size, and risk limits. Use local loss history and market restrictions to produce a decision report and journal entries for later review.
Analyze stock and bond ratios, interest rate spreads, and sector rotation to assess structural market changes over a one to two year horizon. Receive a report explaining the current market state, transition signals, and portfolio positioning considerations.
Turn VCP screening results, which identify narrowing price swings, into breakout trade plans. Calculate entry, stop-loss, target prices, and position sizes using worst-case entries, while applying portfolio risk limits and producing Alpaca-compatible order templates.
Test a trading rule against historical price and volume data with manifoldbt. Calculate completed-trade statistics, including win rate, average gains and losses, and maximum drawdown, while accounting for costs and preparing measured inputs for backtest-expert.
Batch-test MetaTrader 5 trading robots across configured symbols, assess profitability and drawdown, and optimize parameters through three rounds. Produce ranked results and selected robots with saved settings, with checkpoints that support resuming interrupted testing.
Turn daily US stock prices, trading volume, and market hypotheses into prioritized research tickets for buying strategies. Export supported candidates as strategy files and check compatibility before handing them to trade-strategy-pipeline for historical testing.
Organize US dividend tax planning by classifying distributions, checking holding periods, and comparing taxable and tax-advantaged account placement. Produce holding-level tables, placement rationales, and unresolved questions for review with a tax professional.
Screen US growth stocks with William O'Neil's CANSLIM method, which evaluates seven factors including earnings, price strength, trading volume, and market direction. Receive ranked candidates with composite scores, factor breakdowns, market warnings, and data quality notes.
Combine market breadth, economic conditions, sector trends, and institutional flows into a one-page equity allocation summary. Review a recommended allocation ceiling, growth-versus-value preference, market participation, action recommendation, and confidence level.
Screen US stocks for signs that a sharp rally may be exhausting. Build conditional short-selling plans, check borrowing and trading restrictions, and evaluate five-minute price bars to report triggered entries, stop levels, and share counts without sending orders.
Build a calendar of upcoming US stock earnings for companies worth over $2 billion. Organize announcements by date and release timing, with earnings per share and revenue estimates in a Markdown report.
Apply a repeatable dividend investing workflow to US stocks. Check regular dividend yield, growth, sector-specific safety, valuation, and corporate events, then prepare stock memos, staged limit-order plans, and a schedule for reviewing holdings.
Analyze global stocks, currencies, commodities, and economic indicators to produce market briefings. Reports summarize trends, sector flows, upcoming events, and whether investors are favoring riskier assets or moving toward safer ones.
Analyze quarterly institutional stock ownership using 13F filings, US regulatory holdings reports. Screen for substantial ownership changes and examine individual stocks, with reports covering major holders, concentration, historical trends, and data reliability.
Assess near-term U.S. equity market top risk using six indicators, including selling pressure, weakening leaders, and defensive sector rotation. Generate a heuristic score, risk zone, and reports to inform reviews of equity exposure over two to eight weeks.