Pre-print setup for a company about to report: the expectation bar, EPS-quality watch, call questions, scenarios and the reaction framework. Triggers on earnings preview, what to watch for [company] earnings, pre-earnings setup, preview Q[N].
Build a DCF valuation in Excel: FCF projections, WACC, terminal value, scenarios, sensitivity grids, reverse DCF. Triggers on build a DCF, what is it worth, intrinsic value, fair value, price target from cash flows.
First-time coverage of a company, or a refresh of coverage already published, run one task per request by default: company research, financial model, valuation, charts, then a 30 to 50 page report with a model. Triggers on initiation report, initiate…
How the platform under you works: the computer and its workspaces, files and what survives a restart, conversation transcripts, saved tool results, memory, chat apps, and adding skills, MCP servers, brokerages or plugins. Read it when the user points back at…
Interactive web dashboards: stock trackers, sector heatmaps, portfolio monitors, served via preview URL
Track live prices for the tickers central to the current task. Registers symbols for an ambient real-time price feed, keeps analysis current with the newest quotes, and re-checks staleness before stating prices.
First run after the user saves their investing profile: import holdings and watchlists from the brokerage they connected or the screenshots they attached, then propose three first tasks (one on their portfolio or watchlist, one from their profile, one on…
Health check of the user's own portfolio against their investing profile: concentration, exposure by sector, region and asset class, cash, currency mix, and risk fit (volatility, beta, drawdown), ending in a few next steps. Triggers on diagnose my portfolio,…