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agentii-ai/agentii-investment-intelligence

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46 skills imported from this repository.

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203 16 Apache-2.0
Claude Skill agentii-equity-agent

business-model

Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, bu

LLM Mart

Claude Skill agentii-equity-agent

competitive

Competitive landscape analysis, competitor comparison, peer positioning, market share dynamics, competitive moat assessment, Porter five forces, industry competition, competitive advantage analysis, market positioning, strategic group mapping, compare competitors

LLM Mart

Claude Skill agentii-equity-agent

earnings-sentiment

Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record, guidance accuracy, whisper numbers, pre-announcement sentiment

LLM Mart

Claude Skill agentii-equity-agent

recent-quarter

Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance revi

LLM Mart

Claude Skill agentii-equity-agent

risk

Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure

LLM Mart

Claude Skill agentii-equity-agent

secular-trends

Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning

LLM Mart

Claude Skill agentii-equity-agent

turnaround

Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement

LLM Mart

Claude Skill agentii-equity-agent

valuation-methods

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

LLM Mart

Claude Skill bio-pharm

ct-status-diff

Weekly clinical-trial status diff — the 11-category change report over the stored weekly snapshots (spec 055 FR-B03). Surfaces exactly what changed on the trial registry for your coverage: New / Suspended / Withdrawn / Terminated / Recruiting / Recruitment-Complete / Completed /

LLM Mart

Claude Skill bio-pharm

earnings-preview-med

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.

LLM Mart

Claude Skill bio-pharm

fda-catalyst-devices

Device-track catalyst analysis: 510(k), PMA, and De Novo decision events, CMS coverage and NTAP milestones, recalls and watch actions as risk signals, and post-market surveillance obligations — dated, verified, and sized per event for any medtech ticker or watchlist.

LLM Mart

Claude Skill bio-pharm

fda-catalyst-medicines

CDER-track catalyst analysis for medicines: PDUFA target dates, AdCom votes, sNDA/sBLA label expansions, biosimilar interchangeability and 180-day exclusivity, Orange Book state, and CRL remediation timelines — enumerated, verified, and sized per event for any biotech/pharma tick

LLM Mart

Claude Skill bio-pharm

fda-catalyst-vaccines

Vaccine catalyst analysis across the two-gate path: CBER BLA review and the ACIP recommendation gate that turns FDA approval into commercial availability. Lot release, procurement milestones, pediatric bridging, and healthy-population efficacy context — dated, verified, and sized

LLM Mart

Claude Skill bio-pharm

market-share-tracking

Weekly product-level commercial tracking — TRx/NRx with current/4-wk/12-wk share and YoY, launch curves overlaid with same-class analogs plus a consensus-implied trajectory, LOE/biosimilar erosion series, GTN/net-price stress brackets, and per-row data-caveat discipline. Use to t

LLM Mart

Claude Skill bio-pharm

med-event-takeaways

Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison lattices, modeled deltas vs consensus (peak × POS), three what's-changed vectors,

LLM Mart

Claude Skill bio-pharm

med-market-sizing

Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints, named historical analog anchoring, and always bull/base/bear named-driver grids. Use

LLM Mart

Claude Skill bio-pharm

peer-bench-med

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 position, margins, valuation multiples.

LLM Mart

Claude Skill bio-pharm

pipeline-devices

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 across the med universe.

LLM Mart

Claude Skill business-intelligence

operational-kpi

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

LLM Mart

Claude Skill business-intelligence

revenue-decomp

Revenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis

LLM Mart

Claude Skill business-intelligence

unit-economics

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

LLM Mart

Claude Skill business-intelligence

what-if

What-if scenario analysis, scenario tree construction, base bull bear case, sensitivity to macro variables, revenue scenario modeling, cost scenario analysis, margin impact scenarios, interest rate sensitivity, currency impact scenarios, commodity price scenarios

LLM Mart

Claude Skill equity-research-core

business-model

Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, bu

LLM Mart

Claude Skill equity-research-core

competitive

Competitive landscape analysis, competitor comparison, peer positioning, market share dynamics, competitive moat assessment, Porter five forces, industry competition, competitive advantage analysis, market positioning, strategic group mapping, compare competitors

LLM Mart

Claude Skill equity-research-core

earnings-sentiment

Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record, guidance accuracy, whisper numbers, pre-announcement sentiment

LLM Mart

Claude Skill equity-research-core

recent-quarter

Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance revi

LLM Mart

Claude Skill equity-research-core

risk

Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure

LLM Mart

Claude Skill equity-research-core

secular-trends

Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning

LLM Mart

Claude Skill equity-research-core

turnaround

Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement

LLM Mart

Claude Skill equity-research-core

valuation-methods

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

LLM Mart

Claude Skill industry-analysis

competitive-positioning

Competitive positioning, strategic group mapping, differentiation analysis, competitive advantage assessment, market positioning map, value chain positioning, brand positioning, cost leadership vs differentiation, niche strategy analysis, disruptive positioning

LLM Mart

Claude Skill industry-analysis

peer-bench

Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking

LLM Mart

Claude Skill industry-analysis

sector-overview

Sector overview, TAM estimation, competitive concentration HHI, regulatory landscape, industry analysis, market size analysis, sector trends, industry structure, market growth rate, sector profitability

LLM Mart

Claude Skill industry-analysis

supply-chain

Supply chain mapping, supplier dependency analysis, customer concentration, geographic concentration, bottleneck identification, supply chain risk, logistics network, sourcing strategy, inventory management, vertical integration analysis

LLM Mart

Claude Skill models-and-pitches

audit-xls

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, formula integrity check

LLM Mart

Claude Skill models-and-pitches

comps

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

LLM Mart

Claude Skill models-and-pitches

earnings-preview

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

LLM Mart

Claude Skill models-and-pitches

lbo

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

LLM Mart

Claude Skill models-and-pitches

pitch-deck

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

LLM Mart

Claude Skill models-and-pitches

sotp-valuation

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

LLM Mart

Claude Skill models-and-pitches

xlsx-financials

Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.

LLM Mart

Claude Skill quantitative-analysis

ddm-valuation

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

LLM Mart

Claude Skill quantitative-analysis

peg-valuation

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, fair value PEG

LLM Mart

Claude Skill quantitative-analysis

ratio-analysis

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 turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont an

LLM Mart

Claude Skill quantitative-analysis

residual-income

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

LLM Mart

Claude Skill quantitative-analysis

reverse-dcf

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

LLM Mart

Commands (52)

  • /3-statement — 3-statement integrated financial model — IS/BS/CFS triangulation, 5 historical + 5 forecast years source
  • /audit-xls — Audit an Excel workbook — formula errors, hardcoded cells, calculation arc cross-validation source
  • /business-model — Business model classification and structural analysis — product/service/platform, distribution channels, revenue composition, market sizing source
  • /challenge — agentii.challenge — the spec 046 kit command. Use the Skill tool to run agentii:challenge on this workspace. source
  • /clarify — agentii.clarify — the spec 046 kit command. Use the Skill tool to run agentii:clarify on this workspace. source
  • /competitive — Competitive landscape analysis — peer positioning, market-share dynamics, moat assessment source
  • /competitive-positioning — Porter-style competitive positioning analysis — strategic group mapping, differentiation analysis source
  • /comps — Trading comps analysis — peer-group selection, trading-multiple triangulation, implied-valuation range source
  • /constitution — agentii.constitution — the spec 046 kit command. Use the Skill tool to run agentii:constitution on this workspace. source
  • /converge — agentii.converge — the spec 046 kit command. Use the Skill tool to run agentii:converge on this workspace. source
  • /currency-analysis — Currency Analysis — macro strategy analysis source
  • /dcf — DCF valuation model — 5-10 year projection, WACC construction, sensitivity tables source
  • /ddm-valuation — Dividend Discount Model — multi-stage DDM for mature dividend payers and financials source
  • /earnings-preview — Earnings preview presentation — 4-6 slide deck with consensus estimates, historical surprises, forward catalysts source
  • /earnings-sentiment — Earnings sentiment analysis — analyst estimates vs. guidance, sentiment trends, surprise history source
  • /full-equity-research — agentii.full-equity-research — the spec 046 kit command. Use the Skill tool to run agentii:full-equity-research on this workspace. source
  • /growth-strategy — Growth strategy analysis — organic/inorganic growth decomposition, pipeline analysis, execution tracking source
  • /implement — agentii.implement — the spec 046 kit command. Use the Skill tool to run agentii:implement on this workspace. source
  • /income-strategies — Income Strategies — options and derivatives analysis source
  • /lbo — LBO model — sources & uses, debt schedule, exit-multiple analysis, sponsor IRR sensitivity source
  • /long-short-equity — Long Short Equity — portfolio strategy analysis source
  • /macro-regime — Macro Regime — macro strategy analysis source
  • /MODE_SYNTAX — Canonical reference for invoking `agentii-investment-intelligence` slash commands across Claude Code, OpenCode, Goose, Codex, OpenClaw, and Claude Cowork. Frozen at v1.0 per the mode-addressability syntax + Round 4 Q12. source
  • /operational-kpi — Operational KPI dashboard — headcount trends, utilization rates, backlog/book-to-bill source
  • /options-foundations — Options Foundations — options and derivatives analysis source
  • /peer-bench — Peer benchmarking — multi-ticker financial comparison, growth/value matrix, z-score ranking source
  • /peg-valuation — PEG valuation — P/E ÷ Growth Rate with Peter Lynch thresholds and sector comparison source
  • /pitch-deck — Investment thesis pitch deck — 12-16 slide presentation with sourced footers source
  • /plan — agentii.plan — the spec 046 kit command. Use the Skill tool to run agentii:plan on this workspace. source
  • /portfolio-hedging — Portfolio Hedging — portfolio strategy analysis source
  • /position-sizing — Position Sizing — portfolio strategy analysis source
  • /rate-cycle — Rate Cycle — macro strategy analysis source
  • /ratio-analysis — Financial ratio analysis — 24 ratios across 6 categories with cross-company comparison source
  • /recent-quarter — Recent quarter performance analysis — quarterly P&L, margin drivers, EPS, sequential momentum source
  • /residual-income — Residual Income / EVA — Book Value + PV of future economic profit for banks and insurers source
  • /revenue-decomp — Revenue decomposition — segment breakdown, geographic split, product-line waterfall source
  • /reverse-dcf — Reverse DCF — solve for implied growth rate/margins from current price source
  • /risk — Risk analysis — regulatory, competitive, macro, and technology risk assessment source
  • /sector-overview — Sector overview — TAM estimation, competitive concentration (HHI), regulatory landscape source
  • /secular-trends — Secular technology trends analysis — technology adoption cycles, disruption risk, strategic positioning source
  • /sotp-valuation — Sum-of-the-parts valuation — segment-level multiples, conglomerate discount analysis source
  • /specify — agentii.specify — the spec 046 kit command. Use the Skill tool to run agentii:specify on this workspace. source
  • /supply-chain — Supply-chain map — supplier/customer dependency, geographic concentration, bottleneck identification source
  • /synthesize — agentii.synthesize — the spec 046 kit command. Use the Skill tool to run agentii:synthesize on this workspace. source
  • /tasks — agentii.tasks — the spec 046 kit command. Use the Skill tool to run agentii:tasks on this workspace. source
  • /technical-execution — Technical Execution — options and derivatives analysis source
  • /turnaround — Turnaround vs stagnation analysis — performance inflection detection, operational metrics, leadership impact source
  • /unit-economics — Unit economics analysis — CAC/LTV estimation, churn inference, gross margin per unit source
  • /valuation-methods — Valuation methods analysis — multiples, DCF inputs, PEG integration, valuation assumption extraction source
  • /volatility-trading — Volatility Trading — options and derivatives analysis source
  • /what-if — What-if scenario analysis — scenario tree construction (bear/base/bull), sensitivity to macro variables source
  • /xlsx-financials — XBRL-to-Excel — proper number formatting, frozen headers, named ranges, calculation arc cross-validation source

MCP servers (7)

  • agentii http https://mcp.agentii.ai
  • agentii http https://mcp.agentii.ai
  • agentii http https://mcp.agentii.ai
  • agentii stdio npx
  • agentii http https://mcp.agentii.ai
  • agentii http https://mcp.agentii.ai
  • agentii-office http https://mcp.agentii.ai

Connection details are shown as declared in the repository; arguments and environment values are deliberately not imported.