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Wall Street-grade analysis, accessible globally. Deep financial reasoning powered by #1 on DeepResearch Bench (Feb 2026) + SOTA financial models — stock analysis, valuation models, portfolio optimization, earnings breakdowns, financial statements, tax planning, and investment research. From raw tickers to boardroom-ready deliverables in one request.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Social sentiment, institutional holdings, options flow, and enhanced insider analysis
Proactive earnings tracking with pre-briefs and post-earnings analysis
Macro regime monitoring, financial sentiment analysis, and SEC filing intelligence
Portfolio management, optimization, backtesting, and performance analytics
Generate formatted financial reports — weekly summaries, morning briefs, and equity research
Analyze any public company's AI exposure using the 8-dimension AI Exposure Index. Fetches last 4 10-K filings (or international equivalents), O*NET data, patents, and earnings transcripts to score vulnerability and adaptive capacity, classifying companies as AI Fortified/Transformer/Bystander/Endangered with valuation overlay. Use whenever the user asks about AI risk, AI readiness, AI exposure, workforce automation, competitive moat durability, or how AI impacts a stock or business. Triggers on "AI exposure", "AI vulnerability", "AI analysis of [company]", "how will AI affect [company]?", "is [company] ready for AI?", "rate this company on AI", "AI risk for [ticker]", or any company evaluation through an AI lens.
| name | fin-cog |
| description | Wall Street-grade analysis, accessible globally. Deep financial reasoning powered by #1 on DeepResearch Bench (Feb 2026) + SOTA financial models — stock analysis, valuation models, portfolio optimization, earnings breakdowns, financial statements, tax planning, and investment research. From raw tickers to boardroom-ready deliverables in one request. |
| metadata | {"openclaw":{"emoji":"💰"}} |
| author | CellCog |
| dependencies | ["cellcog"] |
Wall Street-grade analysis, accessible globally. Deep financial reasoning powered by #1 on DeepResearch Bench (Feb 2026) + SOTA financial models.
The best financial analysis has always lived behind Bloomberg terminals, institutional research desks, and $500/hour consultants. CellCog brings that same depth — stock analysis, valuation models, portfolio optimization, earnings breakdowns — to anyone with a prompt. From raw tickers to boardroom-ready deliverables in one request.
This skill requires the cellcog skill for SDK setup and API calls.
clawhub install cellcog
Read the cellcog skill first for SDK setup. This skill shows you what's possible.
Quick pattern (v1.0+):
# Fire-and-forget - returns immediately
result = client.create_chat(
prompt="[your financial analysis request]",
notify_session_key="agent:main:main",
task_label="financial-analysis",
chat_mode="agent team" # Agent team for deep financial reasoning
)
# Daemon notifies you when complete - do NOT poll
Deep dives into public companies:
Example prompt:
"Create a comprehensive stock analysis for Palantir (PLTR):
Cover:
- Business model and revenue breakdown (government vs commercial)
- Last 4 quarters earnings performance
- Key financial metrics (P/E, P/S, FCF margin, revenue growth)
- Competitive positioning vs Snowflake, Databricks, C3.ai
- Bull and bear thesis
- Valuation assessment
Deliver as an interactive HTML report with charts."
Manage and optimize investments:
Build professional financial models:
Professional financial deliverables:
Everyday financial planning:
CellCog delivers financial analysis in multiple formats:
| Format | Best For |
|---|---|
| Interactive HTML Dashboard | Explorable charts, drill-down analysis, live data presentation |
| PDF Report | Shareable, printable investment memos and reports |
| XLSX Spreadsheet | Editable financial models, projections, calculations |
| Markdown | Quick analysis for integration into your docs |
Specify your preferred format in the prompt:
| Scenario | Recommended Mode |
|---|---|
| Quick lookups, single stock metrics, basic calculations | "agent" |
| Deep analysis, valuation models, multi-company comparisons, investment research | "agent team" |
Use "agent team" for most financial analysis. Financial work demands deep reasoning, data cross-referencing, and multi-source synthesis. Agent team mode delivers the depth that serious financial analysis requires.
Use "agent" for quick financial lookups — current stock price, simple calculations, or basic metric checks.
Comprehensive stock analysis:
"Create a full investment analysis for AMD:
- Business Overview — segments, revenue mix, competitive positioning
- Financial Performance — last 8 quarters revenue, margins, EPS trends
- Valuation — P/E, P/S, PEG vs peers (NVDA, INTC, QCOM)
- Growth Catalysts — AI/datacenter, gaming, embedded
- Risk Factors — competition, cyclicality, customer concentration
- Bull/Bear/Base price targets
Interactive HTML report with comparison charts."
Financial model:
"Build a startup financial model:
Business: B2B SaaS, project management tool Current: $30K MRR, 200 customers, $150 ARPU Growth: 12% MoM for 12 months, then 8% for next 12 Team: 8 people now, hiring 4 in next year Expenses: $180K/month burn rate
Create a 24-month projection showing:
- Revenue forecast with cohort analysis
- Expense breakdown and hiring plan
- Cash flow and runway
- Unit economics (CAC, LTV, payback period)
- Break-even analysis
Deliver as Excel spreadsheet with charts."
Personal finance:
"I'm 28, earning $120K/year in San Francisco. I want to:
- Max out 401K contributions
- Build a 6-month emergency fund ($30K)
- Save for a house down payment ($100K in 5 years)
- Start investing in index funds
Create a detailed monthly financial plan that shows how to prioritize these goals with my take-home pay after taxes. Include a timeline and visual roadmap."
Earnings analysis:
"Break down Tesla's most recent quarterly earnings:
- Revenue vs estimates (beat/miss by how much?)
- Automotive margins — trend over last 4 quarters
- Energy and services segment performance
- Key quotes from management on guidance
- What analysts are saying post-earnings
- Bull and bear reactions
Deliver as a concise PDF report with charts."
Be specific about metrics: "Revenue growth" is vague. "YoY revenue growth for the last 8 quarters with segment breakdown" is precise.
Specify time horizons: "Analyze AAPL" is open-ended. "Analyze AAPL's performance and outlook for the next 12 months" is actionable.
State your purpose: "For an investment decision", "For a board presentation", "For personal planning" — context shapes the analysis.
Include constraints: Budget, risk tolerance, time horizon, tax situation — these matter for financial recommendations.
Request scenarios: "Include bear, base, and bull cases" gives you a range, not just a point estimate.
Ask for the deliverable you need: "Interactive dashboard", "PDF memo", "Excel model" — specify the format for the best result.