Explore Advisor Capabilities

UZI Stock Research

Stock researchReviewed

Multi-market stock research workflow for company analysis, valuation, risk checks, and report generation.

Buffett Value Framework

Value investingReviewed

A long-term value investing checklist for moat, management, earnings quality, and valuation discipline.

Company Valuation

Value investingCommunity

Community valuation skill combining DCF, peer multiples, SOTP, scenarios, and sensitivity tables.

Estimate Analysis

Data & filingsCommunity

Community skill for analyst estimates, revision trends, earnings expectations, and beat/miss history.

Earnings Recap

Data & filingsCommunity

Community skill for concise post-earnings recaps, surprise analysis, guidance changes, and follow-up checks.

Serenity Skill

Stock researchCommunity

Supply-chain bottleneck research skill for mapping themes, chokepoints, evidence, and follow-up risks.

XVARY Stock Research

Data & filingsCommunity

Claude Code stock analysis skill for SEC EDGAR data, market snapshots, comparison, and research scorecards.

China Stock Research Skills

Stock researchCommunity

Chinese-first A-share research skills pack with citation-first analysis and modular public-information workflows.

CFA Bias Detection

Risk reviewReviewing

CFA Institute agent skill for detecting behavioral bias in investment analysis.

Ethical Capital Investment Analysis

Risk reviewReviewing

Investment research skill from Ethical Capital's public skills repository for evidence-aware analysis.

DCF Model

Value investingCommunity

Anthropic financial-services skill for DCF modeling, WACC assumptions, terminal value, and sensitivity analysis.

Comps Analysis

Value investingCommunity

Anthropic financial-services skill for peer selection, trading multiples, and relative valuation analysis.