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Affichage de 40 skills collectés sur 119.
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id>…
Langue du texte source : anglais
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
Langue du texte source : anglais
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
Langue du texte source : anglais
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement…
Langue du texte source : anglais
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory…
Langue du texte source : anglais
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
Langue du texte source : anglais
CFA Macro Strategist skill: FX forwards and cross rates, commodity forwards and term structure, emerging markets analysis, monetary policy modelling, international finance, sovereign risk, inflation-linked instruments, and trade finance.
Langue du texte source : anglais
CFA Private Markets Analyst skill: LBO modelling, PE returns, sources and uses, debt schedules, waterfall distributions, merger analysis, venture capital, infrastructure finance, real assets, CLO analytics, securitization, and fund of funds.
Langue du texte source : anglais
CFA Quant Risk Analyst skill: factor models, Black-Litterman, risk parity, stress testing, portfolio optimization, risk budgeting, tail risk VaR/CVaR, market microstructure, performance attribution, capital allocation, and index construction.
Langue du texte source : anglais
[PAID — vendor subscription required] FactSet -- multi-asset financial data, analytics, and portfolio tools via FactSet MCP
Langue du texte source : anglais
[FREEMIUM — free tier with API key] Use the fmp-mcp-server ETF and mutual fund tools for fund analysis, holdings decomposition, sector/country allocation, and institutional disclosure tracking. Invoke when analysing ETF composition, fund exposure to specific…
Langue du texte source : anglais
[FREEMIUM — free tier with API key] Use the fmp-mcp-server's 180 market data MCP tools for real-time and historical data retrieval. Invoke when looking up stock quotes, company profiles, financial statements (income, balance sheet, cash flow), key metrics,…
Langue du texte source : anglais
[FREEMIUM — free tier with API key] Use the fmp-mcp-server news tools for real-time financial news monitoring, press release tracking, and sentiment analysis across stocks, crypto, and forex. Invoke when monitoring breaking news, tracking press releases, or…
Langue du texte source : anglais
[FREEMIUM — free tier with API key] Use the fmp-mcp-server tools for market research, screening, sector analysis, economic data, and index composition. Invoke when performing stock screening, sector/industry performance analysis, economic indicator analysis,…
Langue du texte source : anglais
[FREEMIUM — free tier with API key] Use the fmp-mcp-server SEC filing, insider trading, and institutional ownership tools for regulatory compliance analysis, insider activity monitoring, and 13F ownership tracking. Invoke when researching SEC filings,…
Langue du texte source : anglais
[FREEMIUM — free tier with API key] Use the fmp-mcp-server technical indicator tools for quantitative technical analysis. Invoke when calculating moving averages (SMA, EMA, WMA, DEMA, TEMA), momentum indicators (RSI, Williams %R, ADX), or volatility measures…
Langue du texte source : anglais
[FREE — no API key] SEC EDGAR -- structured XBRL company financial facts, SEC filings (10-K, 10-Q, 8-K), full-text filing search, and CIK/ticker resolution from the SEC directly
Langue du texte source : anglais
[FREE — no API key] OpenFIGI -- financial instrument identifier cross-referencing (ISIN, CUSIP, SEDOL, ticker to FIGI mapping) for multi-source data normalisation
Langue du texte source : anglais
[FREE — public data, free API key required] FRED (Federal Reserve Economic Data) -- macro economic indicators, yield curves, interest rates, CPI, GDP, unemployment, and credit spreads via the St. Louis Fed API
Langue du texte source : anglais
[FREE — no API key] World Bank Open Data -- 16,000+ indicators, WGI governance scores, and development metrics for sovereign analysis, country risk, ESG, and emerging markets
Langue du texte source : anglais
[FREE — no API key] Yahoo Finance (unofficial) -- equity quotes, historical prices, options chains with Greeks, financial statements, and analyst data. WARNING -- unofficial API, may be unstable
Langue du texte source : anglais
[PAID — vendor subscription required] LSEG (London Stock Exchange Group) -- bond pricing, yield curve analysis, FX carry trade evaluation, options valuation, macro dashboard via LSEG Financial Analytics MCP
Langue du texte source : anglais
[PAID — vendor subscription required] Moody's -- credit ratings, fixed income analytics, structured finance data, and economic research via Moody's GenAI-Ready Data MCP
Langue du texte source : anglais
[PAID — vendor subscription required] Morningstar -- fund ratings, investment research, ESG data, and portfolio analytics via Morningstar MCP
Langue du texte source : anglais
[PAID — vendor subscription required] PitchBook -- private equity deal data, VC transactions, fund performance, and company profiles for private market research via PitchBook MCP
Langue du texte source : anglais
[PAID — vendor subscription required] S&P Global (Kensho) -- Capital IQ financials, earnings call transcripts, company tearsheets, and funding digests via S&P Global MCP
Langue du texte source : anglais
WHAT: Price futures and forward contracts using cost-of-carry; analyze basis, contango/backwardation, and roll yield; derive minimum-variance hedge ratios. WHEN: Invoke for FX or commodity hedge sizing, futures basis trade analysis, cash-and-carry arbitrage…
Langue du texte source : anglais
WHAT: Price European and American options via Black-Scholes and binomial tree; extract full Greeks; cross-check implied volatility against historical realized volatility. WHEN: Invoke for single-leg option pricing, hedging analysis, position mark-to-market,…
Langue du texte source : anglais
WHAT: Construct and analyze multi-leg option strategies (straddle, strangle, iron condor, butterfly, collar, spread, and custom structures); aggregate P&L and Greeks across all legs; map breakeven points and payoff profile. WHEN: Invoke for hedging…
Langue du texte source : anglais
WHAT: Apply real-option valuation to corporate capital allocation decisions (defer, abandon, expand, contract, switch); use binomial tree pricing and decision-tree rollback to quantify the option premium over static NPV. WHEN: Invoke for capex deferral…
Langue du texte source : anglais
WHAT: Price structured notes (autocalls, reverse convertibles, range accruals, principal-protected notes); decompose each product into its vanilla component instruments; assess embedded-option fair value and investor net economics. WHEN: Invoke for structured…
Langue du texte source : anglais
WHAT: Value interest rate swaps and cross-currency swaps; bootstrap a par-coupon discount curve; compute DV01, par rate, fixed/floating leg PVs, and swap NPV. WHEN: Invoke for swap mark-to-market, ALM hedge book valuation, IRS package pricing, new trade…
Langue du texte source : anglais
WHAT: Construct and analyze the implied volatility surface (smile, term structure, skew); calibrate the SABR stochastic volatility model to the observed grid. WHEN: Invoke when building a vol surface for exotic pricing inputs, assessing vol-of-vol risk,…
Langue du texte source : anglais
WHAT: Two-mode earnings workflow — (1) post-release earnings update note (8-12 pages) covering beat/miss analysis, guidance revision impact, estimate revisions, thesis assessment, and price target update; (2) pre-release earnings preview note (3-5 pages)…
Langue du texte source : anglais
WHAT: Quantitative and thematic investment idea generation — applying Piotroski F-Score, Beneish M-Score, FCF yield, ROIC vs WACC, and revenue growth filters to a broad universe, then overlaying thematic qualitative criteria to produce a ranked list of…
Langue du texte source : anglais
WHAT: Five-task pipeline for producing a 30-50 page equity research initiating coverage report — company research, financial modelling (three-statement), multi-method valuation (DCF + comps + SOTP + Monte Carlo), exhibit generation, and full report assembly.…
Langue du texte source : anglais
WHAT: Financial model revision and accompanying analyst note when material new information arrives — quarterly earnings, guidance change, M&A announcement, or macro shift. Produces an updated three-statement model, revised DCF and price target, and a…
Langue du texte source : anglais
WHAT: 2-4 page morning brief for the trading desk or portfolio managers — coverage universe movers, earnings calendar, sector rotation signals, macro catalyst events, and 3-5 actionable trade ideas or risk alerts. Produced at market open or pre-open using…
Langue du texte source : anglais
WHAT: 10-15 page sector overview report covering competitive landscape and market structure (HHI), sector performance trends, key player profiling, growth/headwind/regulatory environment analysis, and a valuation heat map (EV/EBITDA ranges, PEG analysis,…
Langue du texte source : anglais
WHAT: Investment thesis memo (3-5 pages) with bull/base/bear scenario definitions, quantified price targets per case, catalyst milestones with dates and expected impact, probability weights, and a quarterly drift-detection update cadence. Tracks whether…
Langue du texte source : anglais
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