tradeinsight-info/investment-analysis-skills

1

fundamental-report This skill should be used when the user invokes "/fundamental-report" followed by a stock ticker. Generates a compreh…

tradeinsight-info/investment-analysis-skills

41

2

valuation-analysis This skill should be used when the user asks about overvalued, undervalued, fairly valued, P/E ratio, forward P/E, PE…

tradeinsight-info/investment-analysis-skills

35

3

profitability-analysis This skill should be used when the user asks about ROE, ROA, ROIC, return on equity, return on assets, return on inve…

tradeinsight-info/investment-analysis-skills

25

4

income-statement-analysis This skill should be used when the user asks about revenue, earnings, EPS, income statement, margins, gross profit, o…

tradeinsight-info/investment-analysis-skills

20

5

moat-analysis This skill should be used when the user asks about economic moats, competitive moats, moat durability, switching cost…

tradeinsight-info/investment-analysis-skills

20

6

analyst-estimates This skill should be used when the user asks about price targets, analyst ratings, consensus estimates, analyst recom…

tradeinsight-info/investment-analysis-skills

18

7

fundamental-report-detailed This skill should be used when the user invokes "/fundamental-report-detailed" followed by a stock ticker. Generates …

tradeinsight-info/investment-analysis-skills

17

8

financial-health This skill should be used when the user asks about debt levels, liquidity, solvency, balance sheet strength, current …

tradeinsight-info/investment-analysis-skills

16

9

risk-assessment This skill should be used when the user asks about risks, red flags, accounting quality, risk factors, customer conce…

tradeinsight-info/investment-analysis-skills

16

10

sec-filing-reader This skill should be used when the user asks to read a 10-K, summarize a 10-Q, read an SEC filing, find a proxy state…

tradeinsight-info/investment-analysis-skills

16

11

insider-activity This skill should be used when the user asks about insider buying, insider selling, insider transactions, Form 4 fili…

tradeinsight-info/investment-analysis-skills

15

12

peer-comparison This skill should be used when the user asks to compare companies, compare stocks, perform a peer comparison, compare…

tradeinsight-info/investment-analysis-skills

15

13

sec-fetch This skill should be used when any other skill or agent needs to fetch data from SEC EDGAR domains (www.sec.gov, data…

tradeinsight-info/investment-analysis-skills

15

14

competitive-position This skill should be used when the user asks about competitive advantages, market position, Porter's Five Forces, com…

tradeinsight-info/investment-analysis-skills

14

15

dividend-analysis This skill should be used when the user asks about dividends, dividend yield, payout ratio, dividend safety, dividend…

tradeinsight-info/investment-analysis-skills

14

16

growth-analysis This skill should be used when the user asks about revenue growth, earnings growth, EPS growth, growth rate, CAGR, fo…

tradeinsight-info/investment-analysis-skills

14

17

cash-flow-analysis This skill should be used when the user asks about cash flow, free cash flow, FCF, operating cash flow, OCF, capital …

tradeinsight-info/investment-analysis-skills

13

18

cross-validation This skill should be used when the user asks to validate financial data, cross-check numbers, verify data, cross-vali…

tradeinsight-info/investment-analysis-skills

13

19

efficiency-analysis This skill should be used when the user asks about working capital, cash conversion cycle, asset turnover, DSO, DIO, …

tradeinsight-info/investment-analysis-skills

13

20

balance-sheet-analysis This skill should be used when the user asks about balance sheet, assets, liabilities, equity, book value, tangible b…

tradeinsight-info/investment-analysis-skills

12

21

news-sentiment This skill should be used when the user asks about news sentiment, media coverage tone, recent headline analysis, fin…

tradeinsight-info/investment-analysis-skills

9

22

reddit-sentiment This skill should be used when the user asks about Reddit sentiment, WallStreetBets opinion, r/stocks discussion, ret…

tradeinsight-info/investment-analysis-skills

8

23

sentiment-report This skill should be used when the user asks for a full sentiment report, comprehensive sentiment analysis, complete …

tradeinsight-info/investment-analysis-skills

8

24

stocktwits-sentiment This skill should be used when the user asks about StockTwits sentiment, trader bullish/bearish ratio, StockTwits str…

tradeinsight-info/investment-analysis-skills

8