Personal finance knowledge base — institutional memory that compounds across analyses. Activate when the user mentions wiki, knowledge base, what do I know about, prior analysis, past research, entity page, playbook, journal, methodology preferences, ingest a document, prior context, institutional memory, research history, save my analysis, track my thesis, recall, search my notes, or asks about updating, searching, or maintaining their accumulated knowledge and analytical history.
Earnings analysis — preview, post-earnings reaction, estimate revision, and consensus tracking. Activate when the user mentions earnings, earnings preview, earnings reaction, beat/miss, estimate revision, consensus estimate, whisper number, guidance, earnings surprise, earnings call, quarterly results, revenue beat, EPS miss, guidance raise, guidance cut, estimate changes, analyst estimates, or asks about analyzing upcoming or recent earnings for a public company.
Equity research — initiating coverage, earnings models, trading comps, and price targets. Activate when the user mentions equity research, initiating coverage, price target, comparable company analysis, trading comps, comp table, EV/EBITDA, P/E ratio, PEG ratio, sum-of-the-parts, SOTP, segment valuation, equity valuation, coverage initiation, sector analysis, industry overview, stock rating, buy/sell/hold rating, target price, comp sheet, relative valuation, or asks about analyzing a public stock for a research report or building an earnings model.
Accounting analysis — journal entries, chart of accounts, accruals, and closing process. Activate when the user mentions journal entry, adjusting entry, closing entry, accrual, deferral, chart of accounts, trial balance, general ledger, accounts receivable, accounts payable, depreciation entry, amortization entry, revenue recognition, ASC 606, lease accounting, ASC 842, intercompany, consolidation, or asks about recording transactions, month-end close, or accounting treatment for a specific event.
Audit planning and analytical procedures. Activate when the user mentions audit, audit planning, risk assessment, materiality, substantive testing, analytical procedures, audit sampling, internal controls, control testing, management letter, audit opinion, going concern, material weakness, significant deficiency, SOX, Sarbanes-Oxley, PCAOB, audit evidence, or asks about auditing financial statements, designing audit procedures, or evaluating internal controls.
Financial data extraction, cleaning, normalization, and validation. Activate when the user mentions data entry, data extraction, data cleaning, normalize data, parse financial data, PDF extraction, table extraction, OCR, convert to spreadsheet, standardize format, data validation, reconcile data sources, financial data pipeline, or asks about converting unstructured financial information into structured, tool-ready formats.
Financial statement preparation, analysis, and interpretation. Activate when the user mentions income statement, balance sheet, cash flow statement, P&L, profit and loss, statement of operations, statement of financial position, indirect method, common-size analysis, ratio analysis, DuPont analysis, trend analysis, vertical analysis, horizontal analysis, financial statement footnotes, or asks about preparing, analyzing, or interpreting financial statements.
Estate and tax planning — trusts, gifting, generation-skipping, and family office. Activate when the user mentions estate planning, estate tax, trust, revocable trust, irrevocable trust, GRAT, IDGT, dynasty trust, generation-skipping transfer, GST, gifting strategy, annual exclusion, lifetime exemption, step-up in basis, charitable remainder trust, CRT, donor-advised fund, DAF, family limited partnership, FLP, wealth transfer, multi-generational, family office, family governance, succession planning, or asks about transferring wealth to heirs or minimizing estate taxes.