Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests. Use when an agent must infer the correct valuation and finance framework without asking follow-up questions, begin from market-implied expectations instead of immediate fair value, run Reverse DCF before Forward DCF for listed companies, perform web-verified data gathering and deal-radar checks, defend against hallucinations with explicit data tags and uncertainty statements, and produce a plain-text output with no markdown and no row-column tables.
Fetch financial, market, economic, fundamental, news, options, crypto, ETF, index, and macro data through the OpenBB Python interface instead of the OpenBB MCP server. Use when an agent needs current or historical data from OpenBB-supported providers, needs to replace OpenBB MCP calls with direct Python/OpenBB usage, or must return source-tagged, reproducible datasets with clear query parameters, provider details, and data-quality notes.
Analyze a company, sector situation, or valuation question through Aswath Damodaran's lens. Use when the analysis should start with the business story, connect that story to revenue growth, margins, reinvestment, and risk, then judge valuation through disciplined intrinsic-value work, expectation testing, and explicit uncertainty rather than slogan-level cheap or expensive language.
Analyze an investment through Benjamin Graham's conservative value-investing lens. Use when the analysis should focus on margin of safety, balance-sheet strength, earnings stability, Graham-style valuation measures such as Graham Number or net-net logic, and avoidance of speculation or aggressive growth assumptions.
Analyze an investment through Bill Ackman's concentrated activist lens. Use when the analysis should focus on high-quality businesses, durable moats, free-cash-flow generation, capital allocation, valuation support, and the presence or absence of catalysts, strategic change, or activist-style value creation.
Analyze an investment through Cathie Wood's disruptive-innovation lens. Use when the analysis should focus on breakthrough technology, large total addressable markets, multi-year growth optionality, platform scalability, and management willingness to invest in R&D even when near-term volatility or valuation looks uncomfortable.
Analyze an investment through Charlie Munger's quality-first lens. Use when the analysis should emphasize durable business quality, incentives, management character, capital allocation, multidisciplinary thinking, avoidance of complexity or fragility, and willingness to pay a fair price for an exceptional business rather than a bargain price for a weak one.
Analyze an investment through Michael Burry's hard-number contrarian lens. Use when the analysis should focus on deep value, downside protection, balance-sheet skepticism, free-cash-flow and EV-based valuation, market overreaction, and the presence of concrete catalysts such as insider buying, asset sales, buybacks, or forced unwinds.