agentii-ai
UserClaude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered by agentii.ai data plane. Works with Claude Code, OpenCode, Codex, OpenClaw, Goose.
Categories
Indexed Skills (50)
trial-readout-analysis
Clinical-trial readout analysis: pull the trial, evaluate the readout with AdCom-style scrutiny (endpoints, statistics, subgroups, missing data, safety, tolerability/persistence), place it in a cross-trial comparison lattice vs SoC and class peers, and size the stock reaction with historical grounding. The judgment core for binary biotech events.
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.
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.
recent-quarter-med
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
sector-overview-med
Med-sector overview across med.medicines_biotech and med.medical_devices with med trends, catalysts, FDA-decision context, and a cross-sector ripple map (quantified sign/magnitude per name). Use to frame any biotech/pharma/device analysis before diving into a single name.
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 Surfaces exactly what changed on the trial registry for your coverage: New / Suspended / Withdrawn / Terminated / Recruiting / Recruitment-Complete / Completed / Ahead / Delayed / Upsized / Downsized, every row carrying previous and new values, with risk flags on Terminated and Downsized and re-timing flags on Ahead and Delayed. The stored-previous-value discipline makes each week's diff reproducible.
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.
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 ticker or watchlist.
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 per event.
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 track any launched drug, biologic, device, or vaccine against its class and consensus.
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, risk bullets, and materiality-rated conflicting views. Use after any med event to convert the event into actionable takeaways.
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 to size a therapy area or product market before any valuation or share work.
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.
pipeline-medicines
Medicines pipeline analysis over structured universes: Phase I-III assets with probability-of-success discipline (unadjusted peak x POS = modeled value; POS changes logged with reasons), trial status-diff tracking, and mechanism/competitor mapping via drug-knowledge lookups.
pipeline-vaccines
Vaccine pipeline analysis: immunogenicity and seroconversion studies, lot-consistency trials, healthy-population efficacy designs, and age-cohort bridging, with the ACIP gate built into the value path across the med universe.
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
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
growth-strategy
Growth strategy analysis, organic growth decomposition, inorganic growth, M&A strategy, pipeline analysis, revenue growth drivers, strategic initiatives, expansion strategy, growth trajectory, product pipeline growth
risk
Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure
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
turnaround
Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement
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
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, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes
recent-quarter
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
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
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
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
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
macro-idea-generation
Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cross-border idea sourcing, macro catalyst mapping to equity positions
qualitative-filtering
Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings call transcript analysis, qualitative evidence gathering for investment thesis
quantitative-screening
Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile assessment, turnaround vs value trap discrimination, data mining bias prevention
trade-idea-generation
Systematic trade idea generation framework, fundamental quantitative and qualitative screening pipeline, catalyst-driven trade structuring, macro-to-micro idea translation, 20-60 day long-short portfolio management process
trade-template
Standardized trade idea template, multi-method price target derivation PE and sales multiple approaches, GAAP to non-GAAP reconciliation, base bull bear scenario construction, investment thesis structuring, Zendesk-style case methodology
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
peer-bench
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.
sector-overview
Med-sector overview using the 049 taxonomy (med.medicines_biotech, med.medical_devices, med.healthcare_services, med.life_sciences_tools) with med trends, catalysts, and FDA-decision context. Use to frame any biotech/pharma analysis before diving into a single name.
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
currency-analysis
Currency analysis, FX rate forecast, carry trade analysis, purchasing power parity, central bank divergence, currency regime, dollar index DXY, forex strategy, exchange rate modeling, capital flow analysis, currency crisis, peg defense
leading-indicators
Leading economic indicators analysis, ISM PMI, yield curve, consumer sentiment UMCSI, jobless claims, building permits, economic turning point detection, recession signal analysis
macro-regime
Macro regime analysis, bull bear market detection, business cycle analysis, macro environment assessment, interest rate cycle, yield curve analysis, monetary policy, fiscal policy, global macro, central bank posture, credit cycle, recession probability, expansion regime, macro regime shift, stagflation detection
rate-cycle
Interest rate cycle analysis, Fed policy analysis, yield curve dynamics, duration management, central bank rate trajectory, monetary tightening easing, bond market analysis, rate forecast, forward curve, dot plot interpretation, rate hike cut cycle
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
fda-catalyst-analysis
Dated FDA catalyst calendar (PDUFA target dates, AdCom meetings, device decisions, trial readouts, earnings) with AdCom-style scrutiny outcome framing and historical-case grounding. The FDA decision is the strongest stock catalyst in med.medicines_biotech — use this skill to enumerate, verify, and size upcoming catalysts for any biotech/pharma ticker or watchlist.
pipeline-analysis
Med pipeline analysis: enumerate a biotech/pharma company's drug/device assets by phase, indication, and next catalyst, with risk-adjusted value framing and cash-runway assessment. The core valuation lens for clinical-stage names.
3-statement
3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements
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
dcf
DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF
lbo
LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
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
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
Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.