stock_skills

Natural language queries to the knowledge graph. Search past reports, screenings, trades, research, and market context.

Investment note management. Record, retrieve, and delete investment theses, concerns, and lessons.

Deep research on stocks, industries, markets, and business models. Integrates Grok API (X/Web search) and yfinance for multi-angle analysis reports.

Plan Mode — Orchestrator oversees workflow design, execution, autonomous loop, and review. Activated when told "in plan mode."

Undervalued stock screening. EquityQuery-based screening without a predefined stock list. Searches for undervalued stocks across 60+ regions including Japan, US, ASEAN, Hong Kong, Korea, and Taiwan using P/E, P/B, dividend yield, ROE, and more.

Portfolio management. Display holdings, record trades, and analyze portfolio structure. Input data foundation for stress tests.

Detailed report for individual stocks and ETFs. Generates a financial analysis report from a ticker symbol. Individual stocks show valuation, undervaluation score, and shareholder return rate. ETFs show expense ratio, AUM, and fund size.

Portfolio stress test. Receives a list of holdings and identifies portfolio weaknesses through shock sensitivity, scenario analysis, and causal chain analysis.

Watchlist management. Add, remove, and list stocks.