Frank Zhang · Co-founder @agentii.ai

Trade execution using price action setups, major trend reversal trading top and bottom, MTR failure continuation, strong bull and bear breakout trading, strong and weak channel trading strategies, trading range strategies, opening range swings, integration with gold.technical_setups for setup matching and execution planning

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options foundations, Greeks analysis, volatility surface, put call parity, options pricing, delta gamma theta vega rho, Black Scholes, options theory, derivatives basics, options mechanics

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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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Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.

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options income, covered call strategy, cash secured puts, credit spreads, iron condor, wheel strategy, premium selling, yield enhancement, defined risk income, monthly income options

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Technical execution timing, entry exit signals, price action analysis, volume profile, market structure, support resistance levels, trend identification, Wyckoff method, auction market theory, trade management timing, position entry exit optimization

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volatility trading, VIX products, straddle strangle, vol arbitrage, volatility surface trading, variance swap, gamma scalping, implied vs realized volatility, vol of vol, earnings volatility play

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Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings call transcript analysis, qualitative evidence gathering for investment thesis

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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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Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking

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Currency analysis, FX rate forecast, carry trade analysis, purchasing power parity, central bank divergence, currency regime, dollar index DXY, forex strategy, exchange rate modeling, capital flow analysis, currency crisis, peg defense

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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

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DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF

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LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation

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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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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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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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Sector overview, TAM estimation, competitive concentration HHI, regulatory landscape, industry analysis, market size analysis, sector trends, industry structure, market growth rate, sector profitability

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Supply chain mapping, supplier dependency analysis, customer concentration, geographic concentration, bottleneck identification, supply chain risk, logistics network, sourcing strategy, inventory management, vertical integration analysis

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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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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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Standardized trade idea template, multi-method price target derivation PE and sales multiple approaches, GAAP to non-GAAP reconciliation, base bull bear scenario construction, investment thesis structuring, Zendesk-style case methodology

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Leading economic indicators analysis, ISM PMI, yield curve, consumer sentiment UMCSI, jobless claims, building permits, economic turning point detection, recession signal 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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