position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
설치 방법 보기설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.
| Parameter | Default Value | Rationale |
|---|---|---|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).
structured_only
Query knowledge entries for relevant frameworks; query search_by_analogue for historical cases.
See frontmatter temporal_scope block.
See frontmatter allowed_tools.
See ## Protocol section below.
Portfolio strategy analysis powered by spec 037 L3 knowledge base.
Run the canonical pre-flight sequence. See contracts/preflight.md.
search_by_analogue for strategy cases → 3. XBRL facts (position/portfolio context)references/knowledge-frameworks.mdstructured_only
Query gold.knowledge_entries for frameworks; query search_by_analogue for historical cases.
See frontmatter temporal_scope.
See frontmatter allowed_tools.
See ## Protocol section below.
{ticker}/{YYYY-MM-DD_HHMM}_position-sizing_{affix}.md
| No L3 frameworks available | Proceed with standard analysis; flag knowledge_coverage: degraded |
Include ### Key Citations block (0–10 /v/ URLs).
Load prior context before retrieval. See contracts/memory-load.md.
Post-session synthesis. See contracts/snapshot-synthesis.md.
Structured output per contracts/output-frontmatter-schema.md.
references/knowledge-frameworks.md, contracts/citation-and-memory.md
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3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Institutional-grade equity research skills for AI agents. 80 Claude-type skills across 14 verticals (equity-research-core, models-and-pitches, bio-pharm, scenarios, quantitative-analysis, idea-generation, options-derivatives, business-intelligence, industry-analysis, macro-strategy, portfolio-strategy, technical-analysis, risk-and-psychology, trading-as-business) powered by agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings call transcripts, 15.99M XBRL facts, and company profiles for 1,146+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) — measured, not asserted: 97.5% saved against a sequential read, and the page map itself is 10.0% of one (spec 062 T030, 2026-09-23) — server-side parallel multi-period search via search_cross_period, a full Excel/PPT generation pipeline with 3-tier office backend support, and the spec-046 governance layer (constitution, thesis and single-skill modes, mechanical gates, and a template-owned disclaimer on generated reports).
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Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
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Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes
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Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion (Munger: invert, always invert), and wrong_if falsifiability review. ≈50-finding cap sorted by severity; content-derived finding IDs; incremental scoping with three backstops; lifecycle hooks at pillar-complete / thesis-complete / pre-reduction.
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Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step sequence, wedges, double tops and bottoms, triangles, head and shoulders, climaxes, measured moves, support and resistance
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.