agentii-investment-intelligence

Institutional-grade equity research skills for AI agents. 31 Claude-type skills across 5 verticals (equity-research-core, business-intelligence, industry-analysis, models-and-pitches, quantitative-analysis) powered by agentii.ai's agent-use-ready SEC filing data plane — 10 years of filings, XBRL financials, earnings calendars, and company profiles for 165+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) for ~99% token efficiency, server-side parallel multi-period search via search_cross_period, and a full Excel/PPT generation pipeline with 3-tier office backend support.

Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes

Operational KPI tracking, headcount trends, utilization rates, backlog analysis, book-to-bill ratio, operational efficiency metrics, capacity utilization, productivity metrics, operational leverage, same-store sales

Revenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis

Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort economics

What-if scenario analysis, scenario tree construction, base bull bear case, sensitivity to macro variables, revenue scenario modeling, cost scenario analysis, margin impact scenarios, interest rate sensitivity, currency impact scenarios, commodity price scenarios

Competitive positioning, strategic group mapping, differentiation analysis, competitive advantage assessment, market positioning map, value chain positioning, brand positioning, cost leadership vs differentiation, niche strategy analysis, disruptive positioning

Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking

Sector overview, TAM estimation, competitive concentration HHI, regulatory landscape, industry analysis, market size analysis, sector trends, industry structure, market growth rate, sector profitability

Supply chain mapping, supplier dependency analysis, customer concentration, geographic concentration, bottleneck identification, supply chain risk, logistics network, sourcing strategy, inventory management, vertical integration analysis

Earnings preview deck, quarterly earnings presentation, earnings summary slides, consensus vs actual presentation, earnings preview report, pre-earnings analysis, earnings expectations deck, quarterly preview, upcoming earnings summary, earnings announcement preview

3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements

Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis

DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF

LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation

Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck

Competitive landscape analysis, competitor comparison, peer positioning, market share dynamics, competitive moat assessment, Porter five forces, industry competition, competitive advantage analysis, market positioning, strategic group mapping, compare competitors

Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record, guidance accuracy, whisper numbers, pre-announcement sentiment

Growth strategy analysis, organic growth decomposition, inorganic growth, M&A strategy, pipeline analysis, revenue growth drivers, strategic initiatives, expansion strategy, growth trajectory, product pipeline growth

Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance review

Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure

Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning

Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement

Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate

Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check

Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value

Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.

Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis

PEG valuation, Price Earnings to Growth ratio, Peter Lynch PEG methodology, growth-adjusted valuation, earnings growth rate, PE ratio valuation, PEG sector comparison, undervalued growth stocks, fair value PEG

Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont analysis

Residual Income valuation, EVA Economic Value Added, excess return valuation, book value plus economic profit, financial institution valuation, bank valuation, insurance company valuation

Reverse DCF valuation, implied growth rate, market expectations analysis, reverse discounted cash flow, implied valuation assumptions, market-implied projections, DCF sanity check