| name | youdotcom-finance-research |
| description | Use this skill when the workflow needs finance-grade research, source-backed numeric answers, or exact company, market, or macroeconomic evidence with citations. |
| allowed-tools | you-finance |
Finance Research Agent Orchestration Skill
Use this skill when a broader agentic workflow needs finance-grade research, source-backed numeric answers, or exact public/company/macroeconomic evidence.
Purpose
The finance research agent is a specialist evidence engine. It is best used as a delegated branch inside a larger workflow when the main agent needs high-confidence finance answers rather than broad conversational search.
Its retrieval index is optimized for financial data: earnings reports, SEC filings, analyst coverage, market data, and financial news. It runs multiple searches, reads through sources, and synthesizes everything into a thorough, well-cited answer.
When To Use
Use the finance research agent for:
- Public-company filings, annual reports, investor-relations disclosures, earnings metrics, segment tables, contractual obligations, and note-level values.
- Macro questions that need exact country, period, indicator, unit, vintage, or source-family alignment.
- Financial-market and benchmark questions where contract month, instrument, date, field, currency, or unit matters.
- Derived finance calculations where every source input must be retrieved, aligned, and cited before computing.
- Finance answer verification inside a larger agentic plan, especially when another branch produced a plausible but uncited numeric claim.
- Source-constrained finance research where you need evidence from specific domains.
Prefer the finance research agent over generic web search when the question has any of these properties:
