Skill Claude CodeCodex
Split a 10-K (or 10-Q) markdown into structured sections — Business, Risk Factors, MD&A, Financial Statements — and write each as its own artifact under analysis/segments/. Heuristic-based, no LLM call.
Skill Claude CodeCodex
Turn a PM's research ask into a per-engagement task list (tasks.json) grouped by phase. v1 matches asks to named templates (pitch-memo / earnings-reaction / maintenance-refresh); v2 will fall back to free-form decomposition when no template fits.
Skill Claude CodeCodex
Activate this skill when the user wants to analyze a macro investment thesis, evaluate an asset class through the lens of global economic cycles, or apply Ray Dalio's systematic macro framework to a specific opportunity or portfolio decision. This skill is also appropriate when the user asks about debt crises…
Skill Claude CodeCodex
Survey academic literature on a trading-idea theme — arXiv preprints, Semantic Scholar papers, SSRN working papers, and high-quality review articles. Use this instead of survey-theme when the PM wants the research-paper angle (factor discoveries, market-microstructure findings, novel risk premia, machine-learning…
Skill Claude CodeCodex
Run an open web survey on a trading-idea theme — pull primary sources (filings, regulator pages, peer IR, sell-side, reputable press), synthesize key findings with citations, and identify gaps. Adapted from Dr. Claw's inno-deep-research for trading themes.
Skill Claude CodeCodex
Propagate findings from the freshly-written memo back into the coverage brief. Updates KPI current values, re-ranks risks if new evidence has surfaced, and adjusts catalysts. Never rewrites the thesis unless explicitly justified.
Skill Claude CodeCodex
Run a real web search on a free-form query (industry trends, competitor moves, regulatory developments) and write a structured summary into corpus/research/ - .md. Uses the Claude Agent SDK's WebSearch tool.