role-specific-plugins

Start onboarding, initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use when the user explicitly asks to get started, orient, or manage Public Equity Investing saved preferences, source pointers, context storage, or recurring automation.

Run scheduled or manual Sales check-ins that summarize recent Sales work and recommend one next Sales workflow to try.

Load or manage the Sales plugin's durable user context, onboarding logic, setup progress, automation metadata, saved preferences, non-obvious CRM conventions, source-of-truth pointers, book-of-business sources, internal team resources, account channels, approval trackers, trusted examples, approved Sales Company Research saves, "please remember" requests, and broad future-facing instructions such as always/never/prefer/next-time feedback after a Sales draft.

Load or manage the Data Analytics plugin's durable source-routing preferences, onboarding logic, setup progress, and semantic-layer registry.

Assess whether tables, query results, files, or dataframes are trustworthy enough for analysis, modeling, dashboards, experiments, or pipelines. Use for grain, freshness, nulls, duplicates, schema drift, broken joins, referential integrity, distribution shifts, leakage, backfills, source mismatches, automated quality checks, and data-quality regressions.

Build source-backed analytical dashboards that help teams monitor performance, explore drivers, and act on product or business metrics. Use when the user needs a dashboard, scorecard, monitoring view, BI dashboard, MCP artifact dashboard, or Streamlit dashboard with clear metrics, filters, validation, and handoff.

Narrow conversion skill. Invoke only when the user explicitly asks to convert an existing local or blob-hosted HTML analytics report into a Google Doc, DOCX, or shareable document.

Narrow conversion skill. Invoke only when the user explicitly asks to convert an existing HTML analytics report into a native Google Slides deck.

Narrow conversion skill. Invoke only when the user explicitly asks to convert an existing Data Analytics report, dashboard, or inline chart export into a PDF artifact.

Build polished analytical reports for executive, product, business, and technical audiences, and act as the completion contract for Data Analytics report runs. Use when the final artifact needs an answer-first narrative, evidence-backed findings, charts/tables, caveats, source metadata, and either an MCP app report or an HTML report with Seaborn-generated charts.

Design KPI frameworks, set targets, and develop measurement plans that help teams make product or business decisions. Use when success metrics, drivers, guardrails, targets, or measurement approach need to be defined or improved. Use $metric-diagnostics when the task is to explain why an existing metric moved.

Gather business context from connected or provided sources so downstream analysis starts with the right framing. Use before deeper analysis when an analytical question depends on context the prompt does not provide, for example to understand what a metric means, how the work is defined, what changed recently, or which sources should be checked.

Primary router for Data Analytics. Use when the plugin is at-mentioned or for data work where source-backed analysis, quantitative reasoning, analytical delivery, or reusable data context may be useful; examples include analyzing data, explaining or diagnosing metrics, validating data or results, creating data visualizations, building analytics reports or dashboards, working with notebooks or spreadsheets, designing KPIs, sizing opportunities, and saving reusable data context for future analysis.

Create, scaffold, edit, refactor, and validate Jupyter notebooks (`.ipynb`) for reproducible SQL/Python analysis, experiments, modeling, tutorials, diagnostics, data-quality checks, market-sizing calculations, and report support. Use when the notebook itself is a deliverable, review artifact, runnable analysis companion, or handoff artifact that other people should be able to skim, rerun, or extend.

Produce leadership-ready KPI updates, scorecards, WBR/MBR/QBR summaries, target and pacing readouts, operating status narratives, and performance updates for known KPIs. Use when the work is to define KPI reporting context, validate metric definitions, present actuals versus comparison or plan, summarize validated drivers, and state implications or next actions.

Estimate a market or opportunity size, such as TAM/SAM/SOM, by defining scope, choosing a sizing model, checking connected context and public sources, and presenting transparent assumptions, sensitivity, uncertainty, and validation priorities. Use for market or opportunity sizing; not for KPI reporting or metric diagnostics.

Diagnose why a metric changed or differs from expectation by reproducing the metric, choosing the right comparison, validating likely drivers, and producing a calibrated explanation. Use when the user needs to understand what drove a metric movement, anomaly, gap, or discrepancy.

Analyze product or business data to inform decisions with focused quantitative work, decision-relevant context, measurable opportunities, and a clear recommendation. Use when the user needs data-backed evidence to choose a direction, prioritize an opportunity, evaluate a change, understand implications, or decide what to do next; not for routine KPI reporting, metric diagnostics, or dashboard building.

Use this skill when a user requests to create, modify, analyze, visualize, or work with spreadsheet files (`.xlsx`, `.xls`, `.csv`, `.tsv`) or Google Sheets-targeted spreadsheet artifacts with formulas, formatting, charts, tables, and recalculation.

QA an analysis before sharing: review methodology, metric definitions, SQL/query logic, calculation checks, chart integrity, bias risks, caveats, reproducibility, and whether conclusions are supported by evidence. Use when reviewing a report, notebook, spreadsheet, SQL query/results, dashboard, chart, recommendation, or stakeholder-ready analysis before presentation or publication.

Design, specify, implement, revise, and QA quantitative visuals and chart choices. Use when an analytical answer needs visual judgment; for example comparing values, showing how a total breaks apart, reading concentration in a ranking, or understanding movement over time. This may mean rendering a chart for a report or dashboard, or simply choosing, rendering and QAing the right chart form for an inline answer.

Use when building public-equity-investing catalyst calendars. Do not use for full event underwriting; use event-driven-analyzer.

Use when creating source-backed public issuer tearsheets. Do not use for private diligence, fund diligence, vendors, or market maps.

Produce Public Equity Investing comparable-company valuation in report or workbook mode. Use for peer selection, multiple analysis, valuation read-throughs, implied prices, comps dashboards, Excel or Sheets comps, refreshable peer tables, model updates, and comps workbook QA. Do not use for DCF-only, credit-security, or generic market commentary requests.

Use when building public-equity DCF valuation workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits; use model-audit-tieout.

Use when running first-pass QC on Public Equity Investing decks or reports. Do not use as external-circulation certification.

Use when analyzing public-company earnings after results, guidance, transcript, or call commentary. Do not use for pre-print previews.

Use when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Do not use after results or for short summaries unless the user explicitly asks for a summary/short version.

Use when translating a specific event, policy change, macro shock, or industry development into public-equity issuer, sector, earnings, valuation, positioning, and portfolio implications. Do not use for standalone macro strategy, rates, FX, credit, futures, or generic market commentary.

Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.

Use when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Do not use for generic catalyst lists, risk sizing, hedges, capital structure, covenants, or credit recovery.

Use when normalizing public-company financials from source materials. Do not use for private data rooms or non-financial cleanup.

Use when triaging public-equity idea candidates. Do not use for final trade recommendations, pitches, memos, or models.

Use when building public-equity-investing initiating coverage reports. Do not use for trade pitches, memos, earnings notes, models, or tearsheets.

Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.

Use when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.

Use when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.

Use when auditing existing Public Equity Investing models or spreadsheets. Do not use to build a new model from scratch.

Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.

Route Public Equity Investing only when explicitly named or tagged, or for an unmistakable listed-equity investor workflow tied to a public security, such as earnings investment work, a long/short thesis, public-equity valuation or model update, catalysts, or position sizing. Do not use for generic company research, reports, documents, models, valuation, or share-price questions.