Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
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Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
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Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont analysis
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Scaffold and amend the L1 Investment Constitution — [ALL_CAPS] placeholder bootstrap, SemVer bump rules, Sync Impact Report, MINOR/MAJOR re-examination dispatch after the gate-5 budget confirm. Thesis creation stays refused until ratification (Q83).
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Execute research tasks — checklist soft gate, phase dispatch with explicit thesis_dir, budget enforcement (halt + approval card on overrun), skill_pin recording (version_hash content-hashed per skill directory), [x] written on completion.
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Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts (brief/entities/reproduce/contracts). Technical (market_data_stage: early) theses MUST emit the entities.md bars schema before implement (Q42).
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Create a research thesis — theses/{nnn}-{slug}/ via mkdir-as-CAS, pillar-prioritized spec.md, initialized thesis.md, and the thesis-quality checklist. Refuses creation while the workspace constitution is unratified (spec 046 Q83 A+).
日本語の概要は準備中です。原文の説明を表示しています。
Options price action strategy, volatility-aware entries, options structure selection by market regime, delta and gamma positioning, options overlay on directional views, expiry selection
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Earnings preview deck, quarterly earnings presentation, earnings summary slides, consensus vs actual presentation, earnings preview report, pre-earnings analysis, earnings expectations deck, quarterly preview, upcoming earnings summary, earnings announcement preview
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Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
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Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value
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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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Growth strategy analysis, organic growth decomposition, inorganic growth, M&A strategy, pipeline analysis, revenue growth drivers, strategic initiatives, expansion strategy, growth trajectory, product pipeline growth
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Competitive landscape analysis, competitor comparison, peer positioning, market share dynamics, competitive moat assessment, Porter five forces, industry competition, competitive advantage analysis, market positioning, strategic group mapping, compare competitors
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Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure
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Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning
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Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.
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Weekly product-level commercial tracking — TRx/NRx with current/4-wk/12-wk share and YoY, launch curves overlaid with same-class analogs plus a consensus-implied trajectory, LOE/biosimilar erosion series, GTN/net-price stress brackets, and per-row data-caveat discipline. Use to track any launched drug, biologic, device, or vaccine against its class and consensus.
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Vaccine pipeline analysis: immunogenicity and seroconversion studies, lot-consistency trials, healthy-population efficacy designs, and age-cohort bridging, with the ACIP gate built into the value path across the med universe.
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Revenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis
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Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cross-border idea sourcing, macro catalyst mapping to equity positions
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Competitive positioning, strategic group mapping, differentiation analysis, competitive advantage assessment, market positioning map, value chain positioning, brand positioning, cost leadership vs differentiation, niche strategy analysis, disruptive positioning
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Macro regime analysis, bull bear market detection, business cycle analysis, macro environment assessment, interest rate cycle, yield curve analysis, monetary policy, fiscal policy, global macro, central bank posture, credit cycle, recession probability, expansion regime, macro regime shift, stagflation detection
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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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Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis
日本語の概要は準備中です。原文の説明を表示しています。