Comprehensive research assistant that synthesizes information from multiple sources with citations. Use when: conducting in-depth research, gathering sources, writing research summaries, analyzing topics from multiple perspectives, or when user mentions research, investigation, or needs synthesized analysis with…
Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive feedback. Best for actual review writing, manuscript revision. For evaluating…
Guides the user through an interactive conversation to define their research project, then generates researchbrief.json and tasks.json. Use when starting a new project, when no researchbrief.json exists, when the user wants to start from a specific pipeline stage, or when the user wants to redefine their research…
This skill provides reference guidance for citation verification in academic writing. Use when the user asks about "citation verification best practices", "how to verify references", "preventing fake citations", or needs guidance on citation accuracy. This skill supports ml-paper-writing by providing detailed…
Stitch the section drafts (from draft-memo-section) into the final memo at memos/ / .md. Adds the header, lists sources, and polishes transitions between sections.
Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management…
Author or refresh .pipeline/docs/coveragebrief.json — the structured thesis on a covered ticker (one-liner, body, key questions, KPIs, risks, catalysts). Reads any existing brief and any artifacts already in the engagement; never destroys human edits.
Activate this skill when analyzing real estate development deals, brand licensing opportunities, high-leverage acquisitions, prestige-asset hospitality investments, or any situation where a recognizable name is itself the primary monetizable asset. This skill embodies Donald Trump's documented dealmaking philosophy as…
Draft one named section of an analyst memo. Reads the brief, the KPIs, the parsed filing sections, and any news — produces a tightly-scoped markdown file under analysis/sections/ that the assemble-memo skill later stitches into the final memo.
Pull the structured KPIs the coverage brief tracks into analysis/kpis/ kpis.json. Reads the latest filing markdown and the Yahoo snapshot; fills in current values for every KPI named in the brief, plus trend direction vs. the prior period when available.
Multi-year earnings history (revenue, EPS actual vs. estimate, surprise %), forward revenue estimates, and analyst recommendation changes into corpus/earnings/history- .json. Sources from yfinance.
Pull top institutional + mutual-fund holders and concentration metrics into corpus/ownership/institutional- .json. Sources from yfinance, which aggregates SEC Form 13F filings.
Pull recent ticker-tagged news headlines into corpus/news/ .json. v1 uses Yahoo Finance's news feed; v2 will add a real web-search provider (Brave / Tavily) when the engagement needs queries beyond the ticker tag.
Pull a specific SEC filing (10-K, 10-Q, 8-K, etc.) for a ticker into the engagement's corpus/filings/ tree. Uses edgartools so the output is clean Markdown — no HTML/XBRL preprocessing needed.
Pull the engagement ticker's company-overview from English Wikipedia — business description, history, segments, key facts — into corpus/overview/wikipedia- .md. Useful for any name (US or EU), and the primary substantive source when SEC filings aren't available (EU listings).
Capture the PM's free-form trading-idea theme and write it as a structured .pipeline/docs/theme.json. Lets every downstream task (survey, inventory, ideation) work off a single canonical frame.
Quality gate. Verifies that every key question in the brief has at least one supporting artifact on disk, and that the KPIs JSON has a current value for every KPI the brief lists. Writes analysis/gates/coverage-check.json with pass/fail per question.
Synthesize a trading-idea memo for the PM. Reads the theme frame, the survey, and the inventory of existing pod memos, then writes a structured memo with two sections — "Existing pod ideas relevant to this theme" and "New trading ideas" — each with rationale and risks. Adapted from Dr. Claw's idea-generation pattern…
Scan every materialized engagement on disk and emit a flat JSON index of all memos the pod has already produced. The ideation skill cross-references this against the survey to surface "ideas we already have" alongside new ones.
Activate this skill when a user wants to analyze a potential investment through Charlie Munger's lens: the "elementary, worldly wisdom" latticework of mental models, the Lollapalooza effect, the psychology of human misjudgment, and the discipline of concentrated, high-conviction positions in ethical businesses…