💰 AIFi (AI Finance) is an agent-first workspace for compounding investment research and insight.
Skill Claude CodeCodex
Generate a user-facing Chinese US stock market closing daily report as a polished self-contained HTML file under research/daily-reports/. Use when the user asks for "美股日报", "美股收盘日报", "AIFi日报", "每日研究日报", "US stock daily report", "昨夜美股", "美股复盘", "今天研究汇总", or when a scheduled daily AIFi agent run needs the final daily…
Skill Claude CodeCodex
Create analytical charts, data visualizations, diagrams, dashboards, and Sankey or flow visuals from research data. Use when a task asks to draw, plot, graph, visualize, chart, compare, summarize data visually, build an analysis figure, create an interactive chart, or choose the right visualization method.
Skill Claude CodeCodex
Collect, read, and summarize company filings and formal disclosures for investment research. Use for SEC filings, annual reports, 10-K, 10-Q, 8-K, proxies, risk factors, management discussion, regulatory notices, and disclosure-change analysis.
Skill Claude CodeCodex
Collect and analyze recent company news, press releases, media narratives, executive changes, product updates, regulatory events, and dated catalysts for an investment target. Use for information-side or news-side research such as "what happened recently with Intel" before thesis synthesis.
Skill Claude CodeCodex
Orchestrate a full AIFi company research workflow from a user request such as "understand Intel recently" into target resolution, evidence archiving, news, filings, earnings, financials, market signals, competitive landscape, and investment thesis synthesis. Use when multiple AIFi research skills must be combined into…
Skill Claude CodeCodex
Analyze a company's competitive landscape, peer set, industry structure, product positioning, customer overlap, margin differences, strategic advantages, and substitution risks. Use for peer comparison and sector context in AIFi investment research, especially when a target like Intel must be compared with AMD…
Skill Claude CodeCodex
Analyze earnings releases, earnings-call transcripts, management commentary, analyst Q&A, guidance changes, and language shifts for investment research. Use when the user asks about quarterly results, management tone, guidance, or what changed in the latest earnings call.
Skill Claude CodeCodex
Build a sourced financial snapshot for an investment target, covering revenue, margins, cash flow, balance sheet, valuation, guidance, revisions, and trend quality. Use when analyzing financial statements, earnings metrics, valuation multiples, or whether company fundamentals are improving or deteriorating.
Skill Claude CodeCodex
Investigate downside risks and thesis-breaking evidence for an investment target. Use for accounting quality, governance, legal or regulatory exposure, financing risk, customer concentration, cyclicality, dilution, operational execution, geopolitical risk, and risk-register updates before thesis synthesis.
Skill Claude CodeCodex
Synthesize archived AIFi evidence into an investment thesis, risk register, bull/base/bear scenarios, open questions, watch items, and decision frame. Use after collecting filings, news, earnings, financials, market signals, and competitive context for a target.
Skill Claude CodeCodex
Analyze market-side signals for an investment target, including price action, relative performance, volume, volatility, valuation multiples, short interest, options activity, and event reactions. Use when the user asks how the market is treating a stock or whether recent news is already reflected in price.
Skill Claude CodeCodex
Review how an investment target or watchlist idea fits within a portfolio, including position sizing context, concentration, factor and sector exposure, liquidity, correlation, drawdown contribution, risk budget, and rebalance watch items. Use when the user asks whether to size, add, trim, hold, or monitor an idea in…
Skill Claude CodeCodex
Create and maintain persistent AIFi research archives in the current repository. Use when collecting, saving, deduplicating, citing, or reusing source materials such as markdown notes, filings, PDFs, images, transcripts, charts, datasets, and generated research artifacts under research/.
Skill Claude CodeCodex
Resolve an investment research target into canonical identifiers and initial context. Use when a user names a company, ticker, sector theme, watchlist item, or ambiguous phrase such as Intel, INTC, Apple, chip stocks, or AI infrastructure before running AIFi research workflows.
Skill Claude CodeCodex
Send transactional or operational emails for AIFi through the authenticated Resend CLI. Use when the user asks to send, draft-and-send, test, schedule, or verify email delivery from the AIFi sender address [email protected] using Resend.
Skill Claude CodeCodex
Build valuation scenarios for an investment target using sourced financial drivers, peer context, and explicit assumptions. Use when the user asks about intrinsic value, target price range, upside/downside, margin of safety, DCF, multiples, sum-of-the-parts, or whether expectations are already priced in.