Agent-native investment research workspace for evidence-tracked, refreshable investment theses across equities, earnings, macro, and portfolio review.
This repository also configures its own agents. See what Mira tells them →
Skill Claude CodeCodex
Analyze commodity cycles, futures curves, inventories, cost curves, policy/geopolitics, positioning, and transmission into related assets.
Skill Claude CodeCodex
Gate quantitative Mira conclusions by requiring reproducible data, formulas, calculation ledgers, or explicit downgrades when numbers drive judgment.
Skill Claude CodeCodex
Analyze earnings releases, filings, transcripts, guidance, peer comparisons, market reaction, and thesis impact for a company reporting event.
Skill Claude CodeCodex
Run Mira's core single-equity research workflow across fundamentals, financial quality, macro context, technical pricing, events, and thesis framing.
Skill Claude CodeCodex
Analyze new, pending, or expanding ETF products as product signals, exposure maps, demand indicators, and potential asset-pricing read-throughs.
Skill Claude CodeCodex
Discover listed, pending, filed, or newly announced ETFs and create a structured candidate watchlist for ETF listing analysis.
Skill Claude CodeCodex
Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates.
Skill Claude CodeCodex
Convert macroeconomic evidence into asset-pricing implications across growth, inflation, policy, rates, dollar, credit, liquidity, and risk appetite.
Skill Claude CodeCodex
Interpret sell-side, institutional, expert, or investor research by extracting claims, assumptions, valuation drivers, verification needs, and thesis impact.
Skill Claude CodeCodex
Analyze SEC disclosures for lightweight fact supplements or deep filing reviews, including source gaps, accounting quality, and thesis-relevant deltas.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: