investment AI Agent Skills

Browse 147 skills related to investment

threat-mitigation-mapping

Map identified threats to appropriate security controls and mitigations. Use when prioritizing security investments, creating remediation plans, or validating control effectiveness.

threat-mitigation-mapping

Map identified threats to appropriate security controls and mitigations. Use when prioritizing security investments, creating remediation plans, or validating control effectiveness.

financial-analysis

Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities

stock-evaluator-v3

Comprehensive evaluation of potential stock investments combining valuation analysis, fundamental research, technical assessment, and clear buy/hold/sell recommendations. Use when the user asks about buying a stock, evaluating investment opportunities, analyzing watchlist candidates, or requests stock recommendations. Provides specific entry prices, position sizing, and conviction ratings.

decision-trees

Decision tree analysis for complex decision-making across all domains. Use when user needs to evaluate multiple options with uncertain outcomes, assess risk/reward scenarios, or structure choices systematically. Applicable to business, investment, personal decisions, operations, career choices, product strategy, and any situation requiring structured evaluation. Triggers include decision tree, should I, what if, evaluate options, compare alternatives, risk analysis.

stanley-druckenmiller-investment

スタンレー・ドラッケンミラーの投資哲学と戦略に基づいた投資アドバイスを提供。30年間無敗、年率30%近いリターンを達成した伝説的投資家の思考法を活用し、マクロ経済分析、リスク管理、ポジション構築、市場サイクルの読み方などについて実践的な指導を行う。投資判断、市場分析、リスク管理、ポートフォリオ構築などの相談時に使用。

etf-assistant

ETF投资助理 / ETF Investment Assistant - 查询行情、筛选ETF、对比分析、定投计算。支持沪深300、创业板、科创50、纳指等主流ETF。

revnet-modeler

Revnet simulation and planning tool for modeling token dynamics. Use when: (1) planning revnet parameters before deployment, (2) visualizing treasury/token dynamics over time, (3) comparing different scenarios (loans, cash-outs, investments), (4) understanding chart outputs, (5) explaining simulation results. Covers stage configuration, event sequences, and all chart types.

market-environment-analysis

Comprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market analysis, market environment, global markets, trading environment, market conditions, investment climate, market sentiment, forex analysis, stock market analysis, 相場環境, 市場分析, マーケット状況, 投資環境.

us-stock-analysis

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

excel-dcf-modeler

jeremylongshore

Build discounted cash flow (DCF) valuation models in Excel with free cash flow projections, WACC calculations, and sensitivity analysis for investment banking and corporate finance teams Activates when you request "excel dcf modeler" functionality.

pol-probe

Define a Proof of Life (PoL) probe—a lightweight validation artifact that surfaces harsh truths before expensive development. Use it to test hypotheses with minimal investment.

feature-investment-advisor

Guide PMs through evaluating feature investments using revenue impact, cost structure, ROI, and strategic value. Delivers build/don't build recommendations.

training-needs

Analyze skill gaps and prioritize learning investments across the organization

capital-budgeting-analyzer

Capital investment appraisal skill with NPV, IRR, payback, and real options analysis

ic-memo-generator

Generates investment committee memos from due diligence artifacts

real-options-analyzer

Real options valuation skill for analyzing strategic flexibility and investment timing decisions

npv-irr-calculator

Calculate project financial metrics for investment decision making

thesis-matching

Matches inbound deals against investment thesis criteria and fund strategy

prioritization

Prioritization techniques including MoSCoW, Kano model, weighted scoring, and value-effort matrices. Ranks requirements, features, backlog items, and investment decisions.

hooked-ux

Hook Model framework for building habit-forming products based on Nir Eyal's "Hooked". Use when you need to: (1) increase user engagement and retention, (2) design habit loops in your product, (3) audit why users aren't returning, (4) create effective triggers and notifications, (5) design variable reward systems, (6) increase investment and switching costs, (7) evaluate the ethics of your engagement tactics, (8) optimize onboarding for habit formation.

crypto-research

Comprehensive cryptocurrency market research and analysis using specialized AI agents. Analyzes market data, price trends, news sentiment, technical indicators, macro correlations, and investment opportunities. Use when researching cryptocurrencies, analyzing crypto markets, evaluating digital assets, or investigating blockchain projects like Bitcoin, Ethereum, Solana, etc.

canslim-screener

Screen US stocks using William O'Neil's CANSLIM growth stock methodology. Use when user requests CANSLIM stock screening, growth stock analysis, momentum stock identification, or wants to find stocks with strong earnings and price momentum following O'Neil's investment system.

roi-analyzer

Use when preparing executive reports, evaluating investments, or calculating ROI/break-even/payback period. 30-minute analysis (87.5% time saving). Includes scenario analysis.

china-macro-analyst

Analyze China's macroeconomic data, PBOC monetary policy, fiscal policy, and their impact on A-share and Hong Kong stock markets. Track GDP, CPI, PPI, PMI, social financing, and interpret policy signals. Use when the user asks about China's macroeconomy, central bank policy, economic data impact on markets, or needs to understand policy implications for investment.

cross-border-flow-tracker

Real-time tracking and analysis of cross-border capital flows between Mainland China and Hong Kong via Stock Connect (Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connect). Monitor northbound (capital flowing into A-shares) and southbound (capital flowing into Hong Kong stocks) flows, identify trending stocks, and analyze institutional positioning. Use when the user asks about northbound funds, southbound funds, foreign capital movements, Stock Connect flows, or cross-border investment trends.

gap-analysis

Identify differences between current state and desired future state. Analyze gaps in capabilities, processes, skills, and technology to plan improvements and investments.

business-case-development

Build compelling business cases to justify investments and secure funding. Quantify benefits, assess costs, manage risks, and present compelling ROI arguments to leadership.

technical-roadmap-planning

Create comprehensive technical roadmaps aligned with business goals. Plan technology investments, architecture evolution, and infrastructure improvements over quarters and years.

brief

生成每日投资简报。当用户说"简报"、"今日市场"、"持仓分析"、"操作建议"时使用此skill。

committee

多模型投资委员会。当用户说"开会"、"投资委员会"、"多模型分析"、"让三个模型一起看看"时使用此skill。

analyze

个股深度分析。当用户说"分析XX"、"看看XX怎么样"、"XX值得买吗"、"研究一下XX"时使用此skill。

review

周期性复盘分析。当用户说"复盘"、"回顾"、"验证"、"总结"、"这周怎么样"时使用此skill。

scan

市场扫描与标的推荐。当用户说"有什么机会"、"推荐"、"扫描市场"、"找标的"、"看看AI/半导体/新能源"时使用此skill。

trade

记录交易操作。当用户说"买了"、"卖了"、"加仓"、"减仓"、"清仓"、"今天没操作"、"记录交易"时使用此skill。

research

Company due diligence, technology deep-dives, market analysis, and topic exploration for cyber•Fund investment decisions, content creation, and personal projects. Supports 3 intensity levels (quick/standard/deep) for speed-quality tradeoffs.

ddmemo

Generate comprehensive investment memos for cyber•Fund investment committee decisions. Use when creating DD memos or investment analysis documents.

wardley

Wardley Mapping strategic analysis—map value chains against evolution to reveal build vs buy decisions and competitive dynamics. Use for technology strategy or investment decisions.

portfolio-analyzer

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

personal-finance-coach

Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.

financeinvestingfire+2

financial-goal-planner

Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.

sober-addict-protector

Daily protection and relapse prevention companion for people in recovery. Expert in identifying high-risk situations, managing triggers, maintaining accountability, encouraging therapy/couples counseling investment, and building sustainable recovery habits. Activate on "relapse prevention", "staying sober", "trigger management", "recovery daily", "sobriety check-in", "high risk situation", "couples therapy recovery", "protect sobriety". NOT for active crisis (call 988 or your sponsor), prescribing medications (consult doctors), or replacing counselors/therapists.

sobrietyrelapse-preventiontriggers+2

investment-analysis

In-depth analysis of investment assets (gold, silver, bitcoin, equities, etc.) to support investment decisions. Use when the user wants to understand an asset's current state, market analysis, patterns, forecasts, or whether it fits their situation. Triggers on "investment analysis", "analyze gold/bitcoin/silver", "should I invest in X", "current state of X", "market analysis", "is X a good investment".

tech-debt-portfolio

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

agentic-layer-audit

melodic-software

Audit a codebase for agentic layer coverage and identify gaps. Use when assessing agentic layer maturity, identifying investment opportunities, or evaluating primitive coverage.

prompt-level-selection

melodic-software

Guide selection of appropriate prompt level for a task. Use when choosing between simple prompts and complex workflows, applying the seven levels framework, or matching task complexity to prompt investment.

chain-estimation-decision-storytelling

Use when making high-stakes decisions under uncertainty that require stakeholder buy-in. Invoke when evaluating strategic options (build vs. buy, market entry, resource allocation), quantifying tradeoffs with uncertain outcomes, justifying investments with expected value analysis, pitching recommendations to decision-makers, or creating business cases with cost-benefit estimates. Use when the user mentions "should we", "ROI analysis", "make a case for", "evaluate options", "expected value", "justify decision", or needs to combine estimation, decision analysis, and persuasive communication.

wardley-mapping

melodic-software

Wardley Mapping for strategic positioning and situational awareness. Covers value chain mapping, evolution stages, landscape analysis, gameplay patterns, and strategic decision-making. Use for technology strategy, competitive analysis, and architectural investment decisions.

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