fsi-er-earnings-preview
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare…
Skills
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Updated 11-05 00:16
Data & analytics
17,418 results
fsi-er-thesis-tracker
Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when…
fsi-fa-cmd-debug-model
Debug and audit a financial model for errors — usage: /debug-model [path to .xlsx model file]
fsi-fa-cmd-lbo
Build an LBO model for a PE acquisition — usage: /lbo [company name or deal details]
fsi-ib-cmd-merger-model
Build an accretion/dilution merger model — usage: /merger-model [acquirer] acquiring [target]
fsi-ib-datapack-builder
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract,…
fsi-ib-pitch-deck
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data…
fsi-lseg-cmd-analyze-bond-basis
Analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment — usage: /analyze-bond-basis <bond future RIC e.g. FGBLc1>
fsi-lseg-cmd-analyze-bond-rv
Analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing — usage: /analyze-bond-rv <ISIN, RIC, or CUSIP> [vs benchmark]
fsi-lseg-cmd-review-fi-portfolio
Review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis — usage: /review-fi-portfolio <ISIN1,ISIN2,...> [scenario e.g.…
fsi-lseg-fixed-income-portfolio
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing…
fsi-lseg-macro-rates-monitor
Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions,…
fsi-lseg-option-vol-analysis
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use…
fsi-pe-cmd-dd-checklist
Generate a due diligence checklist — usage: /dd-checklist [company name]
fsi-pe-cmd-portfolio
Review portfolio company performance — usage: /portfolio [company name or path to financial package]
fsi-pe-cmd-returns
Build IRR/MOIC sensitivity tables — usage: /returns [company or deal parameters]
fsi-wm-client-review-prep
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into…
kor-review-taker
Quickly download product reviews from domestic e-commerce platforms (Coupang, Naver Brand Store, 11st, Lotte Hi-Mart, SSG, Lotte ON, Gmarket) using deterministic scripts inside a browser-skill (bsk) tab, and save them as CSV/JSON with platform-common columns. If the response structure changes, re-analyze the network, fix the collector, and…
kiwoom-api
Used when performing stock data lookup, account asset status identification, OAuth authentication, and environment management (mock investment/real trading) using the Kiwoom Securities REST API. Use this skill when stock price lookup, asset lookup, API authentication, or environment switching is needed.
profiling
Utility script for data profiling and automated EDA
directus-data-modeling
Modela dados no Directus — Collections, Fields, Relations, constraints, system fields, drafts e versionamento. Use ao estruturar o schema do projeto, revisar…
directus-integration
Integrate applications with Directus — API/SDK consumption, token authentication, queries (filters, sort, pagination, fields/deep), error handling and…
directus-migrations-import-export
Manages migrations and snapshots in Directus — schema and data export/import, versioning of CMS state between environments and safe pipelines. Use when…
analyzing-database-indexes
This skill uses the database-index-advisor plugin to analyze query patterns and recommend optimal database indexes. It identifies missing indexes to improve…