agentii-ai
UserClaude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered by agentii.ai data plane. Works with Claude Code, OpenCode, Codex, OpenClaw, Goose.
Categories
Indexed Skills (40)
business-model
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
competitive
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
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
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
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
Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure
secular-trends
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
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
Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate
earnings-preview
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
fda-catalyst-analysis
Dated FDA catalyst calendar (PDUFA target dates, AdCom meetings, device decisions, trial readouts, earnings) with AdCom-style scrutiny outcome framing and historical-case grounding. The FDA decision is the strongest stock catalyst in med.medicines_biotech — use this skill to enumerate, verify, and size upcoming catalysts for any biotech/pharma ticker or watchlist.
peer-bench
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
pipeline-analysis
Med pipeline analysis: enumerate a biotech/pharma company's drug/device assets by phase, indication, and next catalyst, with risk-adjusted value framing and cash-runway assessment. The core valuation lens for clinical-stage names.
sector-overview
Sector overview, TAM estimation, competitive concentration HHI, regulatory landscape, industry analysis, market size analysis, sector trends, industry structure, market growth rate, sector profitability
trial-readout-analysis
Clinical-trial readout analysis: pull the trial, evaluate the readout with AdCom-style scrutiny (endpoints, statistics, subgroups, missing data, safety), and size the stock reaction with historical grounding. The judgment core for binary biotech events.
operational-kpi
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-decomp
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
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
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
macro-idea-generation
Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cross-border idea sourcing, macro catalyst mapping to equity positions
qualitative-filtering
Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings call transcript analysis, qualitative evidence gathering for investment thesis
quantitative-screening
Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile assessment, turnaround vs value trap discrimination, data mining bias prevention
trade-idea-generation
Systematic trade idea generation framework, fundamental quantitative and qualitative screening pipeline, catalyst-driven trade structuring, macro-to-micro idea translation, 20-60 day long-short portfolio management process
trade-template
Standardized trade idea template, multi-method price target derivation PE and sales multiple approaches, GAAP to non-GAAP reconciliation, base bull bear scenario construction, investment thesis structuring, Zendesk-style case methodology
competitive-positioning
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
supply-chain
Supply chain mapping, supplier dependency analysis, customer concentration, geographic concentration, bottleneck identification, supply chain risk, logistics network, sourcing strategy, inventory management, vertical integration analysis
currency-analysis
Currency analysis, FX rate forecast, carry trade analysis, purchasing power parity, central bank divergence, currency regime, dollar index DXY, forex strategy, exchange rate modeling, capital flow analysis, currency crisis, peg defense
leading-indicators
Leading economic indicators analysis, ISM PMI, yield curve, consumer sentiment UMCSI, jobless claims, building permits, economic turning point detection, recession signal analysis
macro-regime
Macro regime analysis, bull bear market detection, business cycle analysis, macro environment assessment, interest rate cycle, yield curve analysis, monetary policy, fiscal policy, global macro, central bank posture, credit cycle, recession probability, expansion regime, macro regime shift, stagflation detection
rate-cycle
Interest rate cycle analysis, Fed policy analysis, yield curve dynamics, duration management, central bank rate trajectory, monetary tightening easing, bond market analysis, rate forecast, forward curve, dot plot interpretation, rate hike cut cycle
3-statement
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
comps
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
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
LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
pitch-deck
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
sotp-valuation
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
earnings-preview-med
Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.
peer-bench-med
Med peer benchmarking: select actual biotech/pharma peers via the med universe (drug/indication overlap where possible) and compare med-relevant metrics — pipeline depth, catalyst density, cash position, margins, valuation multiples.
recent-quarter-med
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
sector-overview-med
Med-sector overview using the 049 taxonomy (med.medicines_biotech, med.medical_devices, med.healthcare_services, med.life_sciences_tools) with med trends, catalysts, and FDA-decision context. Use to frame any biotech/pharma analysis before diving into a single name.
Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.