Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
$ npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence lbo --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo .claude/skills/lbo && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "lbo" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo into .claude/skills/lbo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "lbo", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lboType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence lbo --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo .agents/skills/lbo && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "lbo" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo into .agents/skills/lbo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "lbo", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence lbo --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo .cursor/skills/lbo && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "lbo" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo into .cursor/skills/lbo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "lbo", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/agentii-ai/agentii-investment-intelligence.git --path plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence lbo --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo .gemini/skills/lbo && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "lbo" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo into .gemini/skills/lbo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "lbo", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install agentii-ai/agentii-investment-intelligence lboInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo .github/skills/lbo && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "lbo" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo into .github/skills/lbo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "lbo", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence lbo --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo .opencode/skills/lbo && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "lbo" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo into .opencode/skills/lbo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "lbo", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
lboLBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
Lbo is an agent skill from agentii-ai/agentii-investment-intelligence. LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
Its SKILL.md is about 1.9k tokens, which your agent loads only when the skill is triggered. The skill folder holds 9 other files, including reference files (for example `references/formula-sheet.md`, `references/institutional-defaults.md` and `references/methodology.md`).
It sits in Business, Finance & HR. The repository describes itself as: Claude-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… The licence is Apache-2.0.
5 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Hosts in commands or code, which the agent is likely to contact:
agentii.aiFrom URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Lbo loads about 1.9k tokens when it runs, and up to ~12k if it reads all its reference files. Until then it costs about 44 tokens; SKILL.md has 796 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 796 words, ~1,888 tokens.
.claude/skills/lbo/SKILL.md (or your agent's skills folder). This skill also uses 8 other files; get the full folder from GitHub.Run canonical pre-flight per contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).
| Parameter | Default | Notes |
|---|---|---|
| lookback_years | 3 | Historical data window |
| include_peers | false | Whether to surface a peer comparison block |
This skill performs unstructured document search at scale across SEC filings and earnings call transcripts (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.
See frontmatter allowed_tools.
Step-by-step execution detail is in references/methodology.md.
Inputs → Build → Validate → Output → Next
search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_company_financials for historical financials.openpyxl that creates the LBO workbook (sources & uses, debt schedule, pro forma statements, returns waterfall) per ## Output Structure. Execute via Bash: python3 script.py. Verify the .xlsx exists. If import openpyxl fails, fall back to .md summary with data_availability: degraded (see contracts/office-tooling.md).## Validation Gates.## Output File.agentii.md; hand off to a downstream pitch/review skill if requested.sources vs uses: sources = uses within 0.1% tolerance. If failed: If unbalanced: refuse delivery.
sponsor IRR: >= 20% at exit. If failed: If IRR < 20%: flag in assumptions.
debt schedule: mandatory repayments present for each tranche. If failed: If missing: refuse delivery.
**calculation arc cross-validation **: cross-statement balancing verified against gold.xbrl_calculations weights — the LBO model's financial projections MUST align with the filer's reported accounting relationships. Call get_statement_structure(accession_number) (resolve the accession_number first). Flag discrepancies ≥1% of parent concept value. If failed: If material discrepancy (≥1%): flag in audit findings.
tool diversity: distinct MCP tools used in this invocation >= min_tool_diversity (5). If failed: flag as depth-insufficient in Coverage Gaps, listing which tool categories were unused (structured data / document retrieval / company metadata / earnings calendar / coverage). This gate does NOT block analysis completion — it is a quality signal for your review.
Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.
Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_lbo_{affix}.md .
The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:
[FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md./v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.contracts/output-frontmatter-schema.md.Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.
contracts/memory-load.md.key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.[FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.
| Failure Mode | Detection | Action | User-Facing Message |
|---|---|---|---|
| Missing data | Data API returns empty result set | Widen date range and retry once | "No data available for {ticker} in requested window." |
| Partial data | Data API returns <80% expected records | Proceed with coverage gaps section | "Analysis based on partial data; see Coverage Gaps section." |
| Sector mismatch | Peer sector != target sector | Filter out mismatched peers | "Removed {n} peer(s) due to sector mismatch." |
| Insufficient history | Ticker <3 years on public markets | Downgrade to limited-history profile | "Limited historical data; analysis adjusted accordingly." |
| MCP unreachable | Preflight probe fails | Halt with actionable error | "agentii data plane unreachable; check connection." |
© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 8 other files (references) in plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo of agentii-ai/agentii-investment-intelligence.
Open the folder on GitHubat commit 86980e1
Lbo next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Lbo this skillagentii-ai/agentii-investment-intelligence | 207 | — | ~1.9k | Automated safety check: Pass | Apache-2.0 | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
tradermonty/claude-trading-skills
Detect and analyze trending market themes across sectors. An agent skill from tradermonty/claude-trading-skills.
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
zhangxiangliang/stock-api
Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
zillionare/zillionare
面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求,转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。
agentii-ai/agentii-investment-intelligence
Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion…
agentii-ai/agentii-investment-intelligence
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-intelligence
The research-domain clarification skill — find underspecified items in a thesis spec.md (prose wrongif, universe rows without rationale, missing budget/expiry/pins, ambiguous pillars), ask the human…
agentii-ai/agentii-investment-intelligence
Scaffold and amend the L1 Investment Constitution — [ALLCAPS] placeholder bootstrap, SemVer bump rules, Sync Impact Report, MINOR/MAJOR re-examination dispatch after the gate-5 budget confirm.
agentii-ai/agentii-investment-intelligence
Append-only gap closure and the cadence engine for research theses.
agentii-ai/agentii-investment-intelligence
Execute research tasks — checklist soft gate, phase dispatch with explicit thesisdir, budget enforcement (halt + approval card on overrun), skillpin recording (versionhash content-hashed per skill…
Categories
LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation. Lbo is an agent skill from agentii-ai/agentii-investment-intelligence.
Lbo fits situations like: business, Finance & HR work in your project.
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo in agentii-ai/agentii-investment-intelligence) into .claude/skills/lbo in your project. Claude Code loads it when a task matches its description.
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a codex`. Or copy the skill folder (plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo in agentii-ai/agentii-investment-intelligence) into .agents/skills/lbo in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill lbo -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/lbo, .gemini/skills/lbo, .github/skills/lbo and .opencode/skills/lbo in your project.
SKILL.md names no scripts, command-line tools or credentials: Lbo is instructions for the agent only. Our summary lists: Python 3.
SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Lbo is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.9k tokens (SKILL.md is roughly 7.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 10k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Lbo: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.
Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.