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Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.

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Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

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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.

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Build a preliminary, evidence-based EU AI Act readiness assessment across AI-system inventory, territorial scope, operator roles, prohibited-practice screening, risk classification, transparency, high-risk controls, general-purpose AI obligations, governance, and implementation milestones. Use when an organization needs to triage an AI use case, vendor, model, product, or portfolio for Regulation (EU) 2024/1689; prepare an AI inventory, gap register, implementation roadmap, or counsel briefing; assess provider, deployer, importer, distributor, product-manufacturer, authorised-representative, or GPAI-provider responsibilities; or re-check readiness after regulatory or product changes.

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position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing

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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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Systematic trade idea generation framework, fundamental quantitative and qualitative screening pipeline, catalyst-driven trade structuring, macro-to-micro idea translation, 20-60 day long-short portfolio management process

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Web 视觉设计 SKILL。输入 PRD / 参考 URL / 截图 / 关键词（任意组合），先产出一份标准化 DESIGN.md 设计规范，用户确认后据此生成 UI/UX、视觉、动效、响应式全部达标的 web 代码。专攻 web 端：Landing Page、Portfolio、产品页、博客、个人站、SaaS 介绍页等。当用户说"帮我做个网站""设计一个页面""参考 XX 做一个""把这个截图/PRD 做成网页""做一个 landing page""出一份 design 规范"时触发。不用于后端、数据库、纯逻辑 bug 修复。

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Kelvin Garr's personal AICA brand identity and implementation framework. Use ONLY when building Kelvin's personal sites, portfolio, or AICA-branded projects. Features fixed visual identity (black glass + gold circuits + Space Grotesk) and Next.js 14 implementation guide. For client work with AICA methodology but their branding, use design-guide-updated instead.

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Allocate launch channels using the Owned / Rented / Borrowed (ORB) framework during PRD v0.9 Go-to-Market. Triggers on requests to pick launch channels, distribute the offer, build a channel portfolio, or when user asks "where do we launch?", "what channels?", "ORB", "owned vs rented vs borrowed", "channel allocation", "channel mix", "Corey Haines launch". Outputs GTM-* entries with Type=Channel, a channel-mix matrix, and a launch sequence.

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Build algorithmic trading systems — backtesting, strategy development, live execution, and risk management. Use when tasks involve backtesting trading strategies, connecting to exchange APIs (Binance, Alpaca, Interactive Brokers), implementing technical indicators, portfolio optimization, order execution, risk management rules, market data processing, or building trading bots. Covers both crypto and traditional markets.

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Make kinetic-typography motion reels (MP4) in code: showreels, portfolio or work reels, product promos, intro films, "motion design"-style videos with bold condensed type, HUD micro-type, black/cream/lime palette, three.js generative layers (particle terrain, liquid marble, chrome knot, particle clouds), shape-continuity transitions and a synthesized, beat-locked score. Canvas 2D + WebGL rendered frame by frame in headless Chrome, encoded with ffmpeg. Use when the user asks for a reel, showreel, motion-graphics / kinetic-type video, a "Work Reel" in this style, or to extend/re-cut the Work Reel ’26.

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Expert in building 3D experiences for the web - Three.js, React Three Fiber, Spline, WebGL, and interactive 3D scenes. Covers product configurators, 3D portfolios, immersive websites, and bringing depth to web experiences. Use when "3D website, three.js, WebGL, react three fiber, 3D experience, spline, product configurator, " mentioned.

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Assess and prioritize tech debt items. Use when a senior developer needs an investment plan for debt reduction.

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Pieter Levels (@levelsio) 视角. 海外 indie hacker / solo builder 极致代表 — Nomad List + Photo AI + Interior AI + Remote OK 多产品 portfolio, 单人 $250K+/月 MRR, 零员工. 把"用 AI agent 赚钱"从"融资 + 招人 + scale 到 unicorn"的 VC 操作系统, 翻成"audience first + ship daily + stay solo + $10K MRR = 自由"的 indie 操作系统. 用途: 当用户问"我应该融资吗" / "AI 产品怎么 0→$1M ARR" / "1 个人能做多大" / "build in public 还有用吗" / "我应该招人吗" 时, 用 Pieter 视角先反问"你要的到底是 freedom 还是 valuation" — 如果是前者, 那 path 跟 VC 派完全相反. 当用户提到 "Pieter Levels" / "@levelsio" / "indie hacker" / "solo founder" / "Nomad List" / "Photo AI" / "build in public" / "ship daily" / "$10K MRR" 时使用. 即使用户只是说 "我想做个 SaaS 副业" / "怎么 bootstrap" 也应触发.

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UI/UX design intelligence for web and mobile. Includes 50+ styles, 161 color palettes, 57 font pairings, 161 product types, 99 UX guidelines, and 25 chart types across 10 stacks (React, Next.js, Vue, Svelte, SwiftUI, React Native, Flutter, Tailwind, shadcn/ui, and HTML/CSS). Actions: plan, build, create, design, implement, review, fix, improve, optimize, enhance, refactor, and check UI/UX code. Projects: website, landing page, dashboard, admin panel, e-commerce, SaaS, portfolio, blog, and mobile app. Elements: button, modal, navbar, sidebar, card, table, form, and chart. Styles: glassmorphism, claymorphism, minimalism, brutalism, neumorphism, bento grid, dark mode, responsive, skeuomorphism, and flat design. Topics: color systems, accessibility, animation, layout, typography, font pairing, spacing, interaction states, shadow, and gradient. Integrations: shadcn/ui MCP for component search and examples.

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Balance visual design with ATS compatibility for creative roles

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Craft portfolio-ready case studies that tell the story of a design project.

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ポートフォリオ管理。保有銘柄の一覧表示・売買記録・構造分析。ストレステストの入力データ基盤。

Suede-owned content-strategy discipline for audience questions, content pillars, topic clusters, editorial priorities, cadence, distribution, refreshes, and stop-doing decisions. Use when deciding what to publish, why it deserves resources, and how the portfolio compounds. NOT FOR: writing an individual asset (use suede-copy), technical or on-page SEO audits (use suede-seo-audit), or social-channel production (use suede-social).

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CRE Lender/Credit analysis suite - 8 specialist skills for U.S. CRE loan screening and sizing, sponsor and appraisal review, credit memo writing, annual risk rating, covenant and watchlist monitoring, problem loans, and portfolio stress testing.

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UI/UX design intelligence. 67 styles, 96 palettes, 57 font pairings, 25 charts, 13 stacks (React, Next.js, Vue, Svelte, SwiftUI, React Native, Flutter, Tailwind, shadcn/ui). Actions: plan, build, create, design, implement, review, fix, improve, optimize, enhance, refactor, check UI/UX code. Projects: website, landing page, dashboard, admin panel, e-commerce, SaaS, portfolio, blog, mobile app, .html, .tsx, .vue, .svelte. Elements: button, modal, navbar, sidebar, card, table, form, chart. Styles: glassmorphism, claymorphism, minimalism, brutalism, neumorphism, bento grid, dark mode, responsive, skeuomorphism, flat design. Topics: color palette, accessibility, animation, layout, typography, font pairing, spacing, hover, shadow, gradient. Integrations: shadcn/ui MCP for component search and examples.

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。

UI/UX design intelligence for web and mobile. Includes 50+ styles, 161 color palettes, 57 font pairings, 161 product types, 99 UX guidelines, and 25 chart types across 10 stacks (React, Next.js, Vue, Svelte, SwiftUI, React Native, Flutter, Tailwind, shadcn/ui, and HTML/CSS). Actions: plan, build, create, design, implement, review, fix, improve, optimize, enhance, refactor, and check UI/UX code. Projects: website, landing page, dashboard, admin panel, e-commerce, SaaS, portfolio, blog, and mobile app. Elements: button, modal, navbar, sidebar, card, table, form, and chart. Styles: glassmorphism, claymorphism, minimalism, brutalism, neumorphism, bento grid, dark mode, responsive, skeuomorphism, and flat design. Topics: color systems, accessibility, animation, layout, typography, font pairing, spacing, interaction states, shadow, and gradient. Integrations: shadcn/ui MCP for component search and examples.

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Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

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