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How the platform under you works: the computer and its workspaces, files and what survives a restart, conversation transcripts, saved tool results, memory, chat apps, and adding skills, MCP servers, brokerages or plugins. Read it when the user points back at…
Quellsprache: Englisch
Orchestrate parallel subagent pipelines from a JavaScript workflow script. Fan out work across many items (tickers, filings, findings) then synthesize, or run a saved workflow by name. Unlocks the RunWorkflow tool.
Quellsprache: Englisch
First-time setup. Import holdings and watchlists from a connected brokerage, learn the markets the user follows, and save it all to their profile files.
Quellsprache: Englisch
Workspace and research management. Dispatch analyses, monitor running agents, manage workspaces and threads.
Quellsprache: Englisch
Report issues and propose fixes to improve your own capabilities when you encounter errors or limitations
Quellsprache: Englisch
Extra guidance for draw_chart_annotation, which works without loading this. Covers choosing between similar variants, aligning times to bars, several charts in one turn, and answering a chart selection the user sends.
Quellsprache: Englisch
Create and manage scheduled and price-triggered automations.
Quellsprache: Englisch
Search X (Twitter) posts, pull user profiles, fetch specific tweets, and read reply threads for sentiment, news, and event research. Triggers on 'X', 'Twitter', 'tweets about', 'sentiment on', 'what are people saying about', 'historical tweets', or any…
Quellsprache: Englisch
Web scraping: scrape_page / scrape_pages MCP tools for fetching pages as markdown, HTML, or text (fast HTTP, browser rendering, anti-bot stealth), plus the direct Scrapling Python API for selectors, sessions, and spiders
Quellsprache: Englisch
Word documents a human will review and edit: build with python-docx, edit an existing file in place with tracked changes and comment threads, render, validate
Quellsprache: Englisch
Self-contained styled HTML reports written to the task directory: PDF-exportable research documents with inline data, charts, and theme-aware CSS
Quellsprache: Englisch
Inline HTML widgets: charts, dashboards, data tables rendered directly in the chat via ShowWidget
Quellsprache: Englisch
Interactive web dashboards: stock trackers, sector heatmaps, portfolio monitors, served via preview URL
Quellsprache: Englisch
Read, fill and build PDFs: inspect structure and fonts, extract text and tables with pdfplumber and poppler, fill and flatten AcroForms with pypdf, create with reportlab, merge, split and encrypt with qpdf, and verify by rendering the page and looking at it
Quellsprache: Englisch
PowerPoint decks built with pptxgenjs and native charts, existing decks edited in place with python-pptx, then rendered to images and audited for overflow, overlap, bounds and typography before delivery
Quellsprache: Englisch
Excel workbooks with live formulas: build or edit .xlsx models with openpyxl, recalculate with IronCalc or LibreOffice, audit conventions, profile messy uploads, render for review
Quellsprache: Englisch
Build or repair an integrated three-statement model: linked IS, BS and CF, supporting schedules, scenarios and a Checks sheet. Triggers on three-statement model, build me a model, link the statements, populate this template, make my balance sheet balance.
Quellsprache: Englisch
Dated events ranked by what they can change: earnings, regulatory decisions, flow events, macro releases, with prep owners and a weekly preview. Triggers on catalyst calendar, upcoming events, what is coming up, earnings calendar, event calendar, catalyst…
Quellsprache: Englisch
Audit a model somebody already built, and report on it without editing it: structure, formulas, integrity identities, source tie-out and reasonableness, ending in a routed issue log. Triggers on check my formulas, QA this spreadsheet, audit model, model…
Quellsprache: Englisch
One-page company profile slide, four quadrants of overview, financial summary, share price chart and key facts. Also the compact profile paragraph when it has to sit inside a memo, a deck or a chat reply. Triggers on one-page profile, tear sheet, company…
Quellsprache: Englisch
Build a DCF valuation in Excel: FCF projections, WACC, terminal value, scenarios, sensitivity grids, reverse DCF. Triggers on build a DCF, what is it worth, intrinsic value, fair value, price target from cash flows.
Quellsprache: Englisch
Pre-print setup for a company about to report: the expectation bar, EPS-quality watch, call questions, scenarios and the reaction framework. Triggers on earnings preview, what to watch for [company] earnings, pre-earnings setup, preview Q[N].
Quellsprache: Englisch
Find long and short candidates across a universe when no name is on the table yet: mandate, universe validation, archetype screens, thematic sweep, triage, idea cards, idea log. Triggers on idea generation, stock screen, find ideas, what looks interesting,…
Quellsprache: Englisch
Translate a macro, policy, rate, commodity, geopolitical or industry shock into equity exposure through a named transmission channel. Triggers on what does X mean for, impact of, exposure to, who benefits from, tariff, rate cut, oil shock, new regulation.
Quellsprache: Englisch
Refresh an existing financial model after a print, a guidance change, a consensus move, a filing, a KPI release or a capital-structure change. Triggers on update the model, roll it forward, the new quarter is out, revise estimates, refresh the price target.
Quellsprache: Englisch
Daily research briefing on overnight news, pre-market movers, earnings and macro events. Triggers on morning note, morning meeting, what happened overnight, morning call prep, daily note, trade idea for the open.
Quellsprache: Englisch
Keep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift detection. Triggers on thesis tracker, thesis update, is the thesis still intact, post-earnings thesis check, portfolio thesis review, re-underwrite.
Quellsprache: Englisch
Turn finished analysis on one named security into a position: variant view, falsifiable evidence, scenario tree, expression, risk and monitoring. Triggers on pitch this name, should I buy, a long idea or short idea on a named stock, position, trade…
Quellsprache: Englisch
Design-quality reference for financial-research visual output: typography, color, composition, and avoiding generic AI aesthetics
Quellsprache: Englisch
QC an investment deck (a .pptx) before it circulates: number consistency, chart and narrative alignment, source coverage, language, then a circulation verdict. Triggers on check this deck, deck QC, review my presentation, is this ready to send, proofread the…
Quellsprache: Englisch
Competitive landscape analysis: positioning, scorecards, moat assessment, market share trends. Triggers on competitive analysis, competitive landscape, competitor benchmarking, moat assessment, market share, who are the competitors.
Quellsprache: Englisch
Comparable company analysis: peer set, operating metrics, valuation multiples, statistics and an implied value. Triggers on comps, trading comparables, how does it trade against peers, peer benchmarking, what multiple should it get.
Quellsprache: Englisch
Post-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone. Triggers on earnings update,…
Quellsprache: Englisch
First-time coverage of a company, or a refresh of coverage already published, run one task per request by default: company research, financial model, valuation, charts, then a 30 to 50 page report with a model. Triggers on initiation report, initiate…
Quellsprache: Englisch
Track live prices for the tickers central to the current task. Registers symbols for an ambient real-time price feed, keeps analysis current with the newest quotes, and re-checks staleness before stating prices.
Quellsprache: Englisch
The evidence, judgement, intake and market-data rules every research deliverable follows. Read before the first deliverable of a research task; when a number has no source; when two sources disagree; when a figure may be stale; when deciding what to ask the…
Quellsprache: Englisch
Sector and industry landscape report, built on the sector's own archetypes, metrics and valuation lenses. Triggers on sector overview, industry landscape, industry primer, sector deep dive, market map.
Quellsprache: Englisch
Tips for the command line.
Quellsprache: Englisch
Notes on alpha things.
Quellsprache: Nicht bestimmbar
Fixture skill survivor
Quellsprache: Nicht bestimmbar
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