Best financial analysis skills, page 3

Builds a ranked calendar of dated events such as earnings, regulatory decisions, flows and macro releases, ordered by what each can change, with prep owners and a weekly preview.

ginlix-ai/LangAlpha

Finance research toolkit with backtesting, factor analysis, a library of prebuilt alphas, options pricing and a Shadow Account loop that tests rules extracted from your trade journal.

HKUDS/Vibe-Trading

Apply Xiao Xing's financial statement analysis framework from 一本书读懂财报 (Understanding Financial Reports in One Book).

simbajigege/book2skills

Evaluates whether a feature deserves investment by weighing revenue connection, cost structure, ROI and strategic value, then gives a build or don't-build recommendation.

deanpeters/Product-Manager-Skills

Evaluates a proposed pricing change by modeling its effect on ARPU, conversion, churn risk, expansion and CAC payback, for a go or no-go decision.

deanpeters/Product-Manager-Skills

Reference and evaluator for SaaS unit economics and capital efficiency: gross margin, CAC, LTV, burn, runway and magic number, to decide whether to scale or optimize.

deanpeters/Product-Manager-Skills

Explains and calculates SaaS revenue, retention and growth metrics such as MRR, ARPU, GRR and NRR, to read momentum, churn and product-market-fit signals.

deanpeters/Product-Manager-Skills

Frameworks for comparing the A-share, H-share and US ADR prices of one Chinese company: AH premium, arbitrage signals, dual-listing valuation and delisting risk.

HKUDS/Vibe-Trading

Pulls free market data from the AKShare Python library: A-share, US and Hong Kong prices, futures, China macro series and forex, with notes on symbol formats and Chinese column names.

HKUDS/Vibe-Trading

Explains portfolio theory and the built-in optimizers: mean-variance (MPT), Black-Litterman, risk budgeting and all-weather allocation, plus rebalancing rules and config output.

HKUDS/Vibe-Trading

Analyzes crude oil, gold and copper through supply-demand balance, pricing models, inventory cycles and futures structure, and outputs directional signals suitable for backtesting.

HKUDS/Vibe-Trading

Analyzes Chinese A-share convertible bonds with a three-part valuation, clause game analysis, the double-low strategy and a rotation framework for choosing bonds; instructions are in Chinese.

HKUDS/Vibe-Trading

Builds event-driven analysis for A-share companies: merger arbitrage spreads, shareholder buying and selling signals, equity incentives, placements and ST or delisting warnings; Chinese text.

HKUDS/Vibe-Trading

Covers bond pricing, credit ratings, default risk models (Altman Z-score, Merton, KMV), spread analysis and rate risk for fixed income work, with a focus on China's bond market; Chinese text.

HKUDS/Vibe-Trading

Compares DeFi yields across lending, liquidity provision, staking and yield farming, adjusts them for risks such as impermanent loss, and judges whether a protocol's returns are sustainable.

HKUDS/Vibe-Trading

Separates durable dividends from yield traps by checking yield quality, payout coverage, balance sheet strength, dividend history and valuation, with sector-specific payout measures.

HKUDS/Vibe-Trading

Tracks analyst estimate revisions, earnings surprises, management guidance and post-earnings drift for US and Hong Kong stocks, and turns them into long and short signals.

HKUDS/Vibe-Trading

Interprets US company filings from SEC EDGAR (10-K, 10-Q, 8-K, proxy statements, Form 4) to pull out financials, risk factors and investment signals.

HKUDS/Vibe-Trading

Framework for analyzing ETFs with emphasis on China's market: product types, tracking error, fees, premium and discount, liquidity, fund size and picking among ETFs on one index; Chinese text.

HKUDS/Vibe-Trading

Reads the income statement, balance sheet and cash flow statement together to judge earnings quality, apply DuPont analysis and check 12 red-flag indicators for manipulation; Chinese text.

HKUDS/Vibe-Trading

Evaluates mutual funds, private funds and ETFs by return, risk and risk-adjusted metrics, style box and drift, and manager quality, then builds FOF portfolios; Chinese text.

HKUDS/Vibe-Trading

Builds value or growth stock screens from PE, PB, ROE and financial statement fields for backtests, using tushare data for A-shares and yfinance for Hong Kong and US stocks.

HKUDS/Vibe-Trading

Framework for central bank policy, exchange rate forecasting, geopolitical risk and capital flows that produces macro factor signals to guide cross-asset allocation.

HKUDS/Vibe-Trading

Designs hedging plans for existing positions with futures, ETFs and options, covering beta hedges, protective puts, collars, tail risk and cross-asset hedges, with hedge ratios and cost estimates.

HKUDS/Vibe-Trading

Analyzes Northbound and Southbound Stock Connect flows between the mainland and Hong Kong, including quota use, sector allocation shifts and cross-border arbitrage signals.

HKUDS/Vibe-Trading

Reads GDP, inflation, PMI, rates and FX data plus central bank policy to place the economy in a cycle stage and derive major asset allocation tilts for China, the US and Europe.

HKUDS/Vibe-Trading

Assesses a company's management on integrity, ability, capital allocation and governance from public information, producing a weighted score and a final trust verdict.

HKUDS/Vibe-Trading

Explains why a portfolio beat or lagged its benchmark with Brinson sector attribution, factor alpha and beta decomposition, timing evaluation and benchmark comparison.

HKUDS/Vibe-Trading

Runs a six-lens research framework on pre-IPO and private companies, labels every data point by confidence, and produces a fair-value range, exit-path analysis and information-gap map.

HKUDS/Vibe-Trading

Measures portfolio and backtest risk with VaR, CVaR, maximum drawdown, Monte Carlo simulation, tail modeling and stress tests, using one tested risk module.

HKUDS/Vibe-Trading

A-share sector rotation workflow in Chinese: scores Shenwan industries on prosperity, ranks momentum and compares valuation, earnings and fund flows.

HKUDS/Vibe-Trading

Turns market mood into numbers: fear-and-greed gauges, put-call ratio, margin financing, northbound flows and social media chatter, combined into one score.

HKUDS/Vibe-Trading

Learns profit patterns from your own trade journal, backtests them across A-share, Hong Kong, US and crypto markets, and explains the gap against real results.

HKUDS/Vibe-Trading

Reads crypto market liquidity from stablecoin supply changes, USDT and USDC mint and burn events, exchange reserves and velocity, to time capital rotation.

HKUDS/Vibe-Trading

Analyzes token vesting and unlock schedules plus project treasury holdings to estimate sell pressure around cliff and linear releases.

HKUDS/Vibe-Trading

Tracks institutional money through US ETF creations and redemptions, sector breadth and style flows to read risk appetite and sector rotation.

HKUDS/Vibe-Trading

Walks through company valuation with DCF, dividend discount and sum-of-the-parts models, relative multiples, sensitivity tables and a valuation-trap checklist.

HKUDS/Vibe-Trading

Runs a four-role parallel research team on a listed company, each role applying one investor's lens to business, financials, industry and risk before a lead agent combines the results.

xbtlin/ai-berkshire

Researches a company's leadership from public sources: statements versus results, capital allocation decisions, governance and pay, and feedback from outside the firm.

xbtlin/ai-berkshire

Explains a sudden stock price move by scouting company events, regulation, industry rivals and market sentiment in parallel, then judges the main cause and whether to revisit the thesis.

xbtlin/ai-berkshire

Reviews an investment portfolio holding by holding and as a whole: position health, concentration, overlap and opportunity cost, from a holdings list or saved portfolio file.

xbtlin/ai-berkshire

Screens companies against seven hard financial tests and exemption rules to rule out clearly non-top-tier businesses, for single stocks, industries or indexes.

xbtlin/ai-berkshire

Compares two dated research reports on one company to separate real factual change from price moves and rewording, then reports whether the investment thesis has drifted.

xbtlin/ai-berkshire

Builds a written investment thesis for a stock with sell conditions set before buying, then runs periodic checks of its core assumptions after each earnings report.

xbtlin/ai-berkshire

Takes one end-of-session reading of US capital flow across sector cohorts, names the dominant rotation narrative and saves a dated journal file.

kansoku-trade/kansoku

Analyze company annual reports, quarterly reports, 10-K/10-Q filings, earnings releases, shareholder letters, or financial-report PDFs/URLs/files and produce a professional Chinese Markdown report…

digoal/blog

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions.

travisjneuman/.claude

Analyze earnings releases, filings, transcripts, guidance, peer comparisons, market reaction, and thesis impact for a company reporting event.

byteseek/Mira