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Business, Finance & HR · agentii-ai/agentii-investment-intelligence

40 skills found.
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1

Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step…

agentii-ai/agentii-investment-intelligence207—~2kAutomated safety check: PassApache-2.012 days ago
2

Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts…

agentii-ai/agentii-investment-intelligence207—~592Automated safety check: PassApache-2.012 days ago
3

Thesis report synthesis — turn a thesis's markdown artifacts into its letter-size thesis-report.html, then OPTIMIZE it against real page renders.

agentii-ai/agentii-investment-intelligence207—~3.2kAutomated safety check: PassApache-2.012 days ago
4

Trade execution using price action setups, major trend reversal trading top and bottom, MTR failure continuation, strong bull and bear breakout trading, strong and weak channel trading strategies…

agentii-ai/agentii-investment-intelligence207—~2.2kAutomated safety check: PassApache-2.012 days ago
5

Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory…

agentii-ai/agentii-investment-intelligence207—~1.7kAutomated safety check: PassApache-2.012 days ago
6

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…

agentii-ai/agentii-investment-intelligence207—~2kAutomated safety check: PassApache-2.012 days ago
7

Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace…

agentii-ai/agentii-investment-intelligence207—~1.7kAutomated safety check: PassApache-2.012 days ago
8

Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable…

agentii-ai/agentii-investment-intelligence207—~2.3kAutomated safety check: PassApache-2.012 days ago
9

Weekly clinical-trial status diff — the 11-category change report over the stored weekly snapshots (spec 055 FR-B03).

agentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.012 days ago
10

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…

agentii-ai/agentii-investment-intelligence207—~777Automated safety check: PassApache-2.012 days ago
11
11.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…

agentii-ai/agentii-investment-intelligence207—~2.1kAutomated safety check: PassApache-2.012 days ago
12

Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis

agentii-ai/agentii-investment-intelligence207—~1.5kAutomated safety check: PassApache-2.012 days ago
13

Earnings preview deck, quarterly earnings presentation, earnings summary slides, consensus vs actual presentation, earnings preview report, pre-earnings analysis, earnings expectations deck…

agentii-ai/agentii-investment-intelligence207—~2.4kAutomated safety check: PassApache-2.012 days ago
14

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.

agentii-ai/agentii-investment-intelligence207—~1.5kAutomated safety check: PassApache-2.012 days ago
15

Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record…

agentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.012 days ago
16

Vaccine catalyst analysis across the two-gate path: CBER BLA review and the ACIP recommendation gate that turns FDA approval into commercial availability.

agentii-ai/agentii-investment-intelligence207—~1.9kAutomated safety check: PassApache-2.012 days ago
17
17.Lbo

LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation

agentii-ai/agentii-investment-intelligence207—~1.9kAutomated safety check: PassApache-2.012 days ago
18

long short equity strategy, pair trade construction, market neutral portfolio, net exposure management, factor neutrality, equity long short, hedge fund strategy, alpha generation, stock picking…

agentii-ai/agentii-investment-intelligence207—~1.9kAutomated safety check: PassApache-2.012 days ago
19

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…

agentii-ai/agentii-investment-intelligence207—~923Automated safety check: PassApache-2.012 days ago
20

Operational KPI tracking, headcount trends, utilization rates, backlog analysis, book-to-bill ratio, operational efficiency metrics, capacity utilization, productivity metrics, operational leverage…

agentii-ai/agentii-investment-intelligence207—~1.5kAutomated safety check: PassApache-2.012 days ago
21

Options trade execution, directional strategies long call covered call collar, spread strategies bull call bear put ratio ladder, volatility strategies straddle strangle strap strip, liquidity cost…

agentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.012 days ago
22

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…

agentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.012 days ago
23

PEG valuation, Price Earnings to Growth ratio, Peter Lynch PEG methodology, growth-adjusted valuation, earnings growth rate, PE ratio valuation, PEG sector comparison, undervalued growth stocks…

agentii-ai/agentii-investment-intelligence207—~1.6kAutomated safety check: PassApache-2.012 days ago
24

Device pipeline analysis: feasibility and pivotal study stages, design-iteration cycles, RWE studies, and post-market obligations, with reimbursement-aware value framing and decision-track awareness…

agentii-ai/agentii-investment-intelligence207—~1.6kAutomated safety check: PassApache-2.012 days ago
25

Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor…

agentii-ai/agentii-investment-intelligence207—~2kAutomated safety check: PassApache-2.012 days ago
26

portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility…

agentii-ai/agentii-investment-intelligence207—~876Automated safety check: PassApache-2.012 days ago
27

position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing

agentii-ai/agentii-investment-intelligence207—~871Automated safety check: PassApache-2.012 days ago
28

Price action market structure analysis, trend vs trading range classification, Always In directional framework, buying/selling pressure analysis, market cycle phase identification, the price action…

agentii-ai/agentii-investment-intelligence207—~2.4kAutomated safety check: PassApache-2.012 days ago
29

Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings call transcript analysis…

agentii-ai/agentii-investment-intelligence207—~2.5kAutomated safety check: PassApache-2.012 days ago
30

Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile assessment, turnaround vs…

agentii-ai/agentii-investment-intelligence207—~1.9kAutomated safety check: PassApache-2.012 days ago
31

Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this…

agentii-ai/agentii-investment-intelligence207—~2.3kAutomated safety check: PassApache-2.012 days ago
32

Residual Income valuation, EVA Economic Value Added, excess return valuation, book value plus economic profit, financial institution valuation, bank valuation, insurance company valuation

agentii-ai/agentii-investment-intelligence207—~1.6kAutomated safety check: PassApache-2.012 days ago
33

Reverse DCF valuation, implied growth rate, market expectations analysis, reverse discounted cash flow, implied valuation assumptions, market-implied projections, DCF sanity check

agentii-ai/agentii-investment-intelligence207—~1.9kAutomated safety check: PassApache-2.012 days ago
34

Trading psychology, risk management discipline, position sizing psychology, drawdown management, behavioral bias mitigation, emotional discipline framework, loss aversion control

agentii-ai/agentii-investment-intelligence207—~656Automated safety check: PassApache-2.012 days ago
35

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

agentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.012 days ago
36

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…

agentii-ai/agentii-investment-intelligence207—~2kAutomated safety check: PassApache-2.012 days ago
37

Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations

agentii-ai/agentii-investment-intelligence207—~655Automated safety check: PassApache-2.012 days ago
38

Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort…

agentii-ai/agentii-investment-intelligence207—~1.5kAutomated safety check: PassApache-2.012 days ago
39

Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate

agentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.012 days ago
40

volatility trading, VIX products, straddle strangle, vol arbitrage, volatility surface trading, variance swap, gamma scalping, implied vs realized volatility, vol of vol, earnings volatility play

agentii-ai/agentii-investment-intelligence207—~1.1kAutomated safety check: PassApache-2.012 days ago