99 skills ・ Works with: SEC EDGAR · sorted by popularity
Cross-reference public records to investigate companies, contracts, sanctions, property, and litigation. Match names across sources, label confidence levels, and build structured findings linked to original records, with optional statistical analysis of event timing.
Build an Excel workbook comparing similar companies by revenue, margins, and valuation multiples, which relate company value to sales or earnings. Include formulas, medians, quartiles, and documented sources to support investment or acquisition analysis.
Build an Excel workbook for discounted cash flow valuation, which estimates company value from future cash flows. Include revenue forecasts, cash flow calculations, scenario comparisons, and tables showing how changing assumptions affects the estimated share value.
Build Excel workbooks for buyouts financed with debt. Using a supplied or standard template, the skill connects funding, operating forecasts, debt repayment, and returns, calculating IRR, an annualized return measure, and MOIC, the investment multiple.
Build an Excel workbook showing how an acquisition changes earnings per share. Organize purchase price, funding, and synergy assumptions, compare deal scenarios, calculate the synergies needed to avoid reducing earnings per share, and prepare a concise summary.
Build an Excel workbook linking the income statement, balance sheet, and cash flow statement. Populate historical figures, create formula-based forecasts, compare scenarios, and check that balances and cash totals agree across all three statements.
Retrieve facts from named scientific, regulatory, economic, and other databases through documented APIs. Get results with recorded filters, retrieval dates, and record counts so another person can repeat the lookup and assess its completeness.
Build an Excel comparison of public companies using financial performance, valuation ratios, and statistical benchmarks. The spreadsheet includes formulas, source notes, medians, and quartiles to show how each company compares with its peers.
Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.
Retrieve U.S. company filings and financial series from SEC EDGAR. Resolve stock tickers to company identifiers, list recent reports with document links, and fetch reported metrics such as revenue or assets without an API key.
Analyze US public company filings to summarize financial health, management commentary, changing risks, insider trades, and institutional holdings. Combine these findings into a structured research report with scores and investment implications.
Access stock fund flows, disclosures, news, financial statements, and market rankings through Vibe-Trading tools. The skill documents available data interfaces and examples, including symbol lookup, with market-specific sources and no token required.
Choose financial data sources and tools for price history, financial statements, news, and economic research. The skill maps market coverage, credentials, access limits, and fallback options, and provides rules for checking important figures against independent sources.
Create, edit, and clean spreadsheet files, including Excel workbooks and CSV data. Add formulas, formatting, and charts, preserve existing template styles, and recalculate formulas to check for errors before delivering the spreadsheet.
Create, edit, repair, and convert spreadsheet files, including Excel and CSV. This skill covers cleaning messy tables, adding formulas and charts, preserving existing formatting, and recalculating formulas to check for spreadsheet errors.
Research a listed company's business quality and valuation using official filings, comparisons with similar companies, and historical performance. Produce an evidence-backed report and scorecard, with separate modes for accounting concerns and companies preparing for an IPO.
Create and edit Excel workbooks for data analysis, reports, and financial models. Build formulas that update with inputs, organize sheets, add charts and interactive pivot tables, and recalculate the workbook to check for formula errors.
Support stock and cryptocurrency analysis with reference formulas for price indicators, position sizing, and risk measures. The skill also covers financial data sources and Alpaca API operations, including market data retrieval, order management, and paper trading.
Collect company financial figures from two independent sources, compare discrepancies, and document possible causes. The workflow covers market-specific sources, currency and accounting differences, and historical share prices adjusted for stock splits and dividends.
Create and edit spreadsheet files, clean messy tables, and convert tabular formats. Add formulas, formatting, and charts while following existing template styles, then recalculate formulas and check for errors before delivering the spreadsheet.
Create, edit, repair, and convert spreadsheet files, including Excel workbooks and CSV data. Clean messy tables, add formulas and formatting, preserve existing template styles, and recalculate formulas to check for errors before delivery.
Investigate organizations, domains, media locations, and cryptocurrency flows using open-source intelligence, or OSINT. The skill helps select relevant research tools, connect findings across sources, and preserve evidence with timestamps, screenshots, file hashes, and reproducible logs.
Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas
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Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my downloads") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.
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