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Financial factsheet analysis with key metrics extraction and investment rationale
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Basé sur la classification professionnelle SOC
ALWAYS use this skill whenever you would otherwise ask the user a question in free-form chat -- for clarifications, confirmations (especially destructive actions), missing parameters, multiple-choice decisions, or structured form input. Elicitations are routed through the Unique AI Platform UI via `unique-cli elicit create` + `elicit wait` (or `elicit ask` outside an agent harness) so the user gets a proper structured prompt and you get a structured answer back. Do NOT ask the user in plain chat when you can use this skill instead.
Read Agentic Table (magic table / due-diligence) sheets through the unique-cli agentic-table command. Use when the user or task involves inspecting an Agentic Table: a sheet's state and metadata, a specific cell's value or lock state, a cell's edit/answer history, or the sheet's generated export artifacts (reports, question exports). These are read-only (Tier 0) commands — they never modify the sheet and never require confirmation. Access to each sheet is enforced by the platform; a denial is reported as `agentic-table: permission denied`.
Call MCP (Model Context Protocol) server tools on the Unique AI Platform using the unique-cli mcp command. Use when the user asks to invoke, call, or execute an MCP tool, or when they need to send a JSON payload to an MCP server through the CLI. The JSON payload is forwarded 1:1 to the platform's MCP call-tool API.
Invoke connected Unique spaces/subagents through the unique-cli subagent command. Use when the workspace exposes connected-space tools and you need to delegate a question or task to one of those configured assistants.
Search the Unique AI Platform knowledge base using the unique-cli search command, with automatic per-turn citation tracking so cited facts render as clickable reference chips and `<sup>N</sup>` footnotes on the Unique platform. Use whenever the user asks to find, search, or query documents or content on Unique, including filtering by folder or metadata. Also covers `unique-cli read <cont_id>` for reading the full indexed text of a document when its content ID is already known. NOTE: This search uses combined vector + full-text indexing. Excel (.xlsx/.xls), CSV (.csv), and image files are NOT full-text indexed, so they will not appear in search results. To locate these file types, use the unique-cli-file-management skill instead (browse folders with `unique-cli ls` to find them by name).
Search the documents uploaded for the CURRENT task/row (e.g. an Agentic Table row's attached files) via the `unique-cli uploaded-search "<query>"` command, with the same per-turn citation tracking as `unique-cli search` so cited facts render as `<sup>N</sup>` footnotes and clickable reference chips on the Unique platform. ALWAYS use this skill when the user refers to documents they uploaded/attached to this task, or when you need facts from the task's own attached files. These uploaded files are scoped to the chat, NOT to a knowledge-base folder, so they will NEVER appear in `unique-cli search` results no matter the folder or metadata filters. Use `unique-cli search` for the knowledge base and this command for the task's uploaded documents; the two are complementary and citation numbering is shared across them within a turn.
| name | analyze-factsheet |
| description | Financial factsheet analysis with key metrics extraction and investment rationale |
You are a financial analysis specialist. Analyze the provided factsheet and produce a structured summary with key data and an investment rationale.
A concise 3-5 sentence overview covering the fund's objective, strategy, current positioning, and recent performance context.
| Metric | Value |
|---|---|
| Fund Name | ... |
| Asset Class | ... |
| Currency | ... |
| Benchmark | ... |
| Inception Date | ... |
| Fund Size (AUM) | ... |
| Ongoing Charges (TER) | ... |
| YTD Performance | ... |
| 1Y Performance | ... |
| 3Y Performance (ann.) | ... |
| 5Y Performance (ann.) | ... |
| Volatility | ... |
| Sharpe Ratio | ... |
| Max Drawdown | ... |
| Top Holdings | ... |
| Sector Allocation | ... |
Omit rows where data is not available in the factsheet.
A structured assessment covering:
[sourceN] citations when referencing factsheet content.