sharma23yash-oss
UserAgent skills for Indian markets — NSE/BSE filings, SEBI & RBI regulation, Ind AS, India-calibrated valuation, portfolio & tax. Works with Claude Code, claude.ai, and any Agent Skills-compatible agent.
Categories
Indexed Skills (24)
annual-report-triage
Extract the investment-relevant signal from an Indian listed company's annual report in under two hours. Use when reading or summarising an annual report, integrated report, or Form MR-3 / CARO / BRSR content for an NSE- or BSE-listed company, or when the user asks "what's in this annual report", "should I be worried about X in the AR", or wants a company's disclosures compared year over year.
bank-nbfc-analysis
Analyse Indian banks, NBFCs, housing finance companies and microfinance lenders, where the standard equity toolkit does not apply — asset quality (GNPA, NNPA, PCR, SMA, restructured book), NIM and spread decomposition, credit cost, CASA, capital adequacy under RBI norms, and P/ABV valuation. Use when the subject is an Indian lender, when the user asks about GNPA, NIM, credit cost, provision coverage, CASA, RoA-RoE decomposition for a bank, or why a normal DCF or EV/EBITDA does not work for a financial company.
capital-gains-tax-india
Work out Indian capital gains tax on shares, mutual funds, property, gold and other assets under the Income-tax Act 2025 in force from 1 April 2026 — holding periods, rates, the LTCG exemption, set-off and carry-forward of losses, buyback and dividend treatment, and the grandfathering rules. Use when the user asks how much tax they owe on a sale, how long to hold an asset, whether to book a loss, how tax loss harvesting works in India, or how the new Act changed capital gains.
concall-analysis
Analyse an Indian earnings conference call transcript for guidance changes, evasion, analyst pressure points and thesis-relevant disclosures. Use when given a concall or earnings call transcript, investor presentation Q&A, or when the user asks what management said, whether guidance changed, how management handled a question, or wants management commentary tracked across quarters.
corporate-actions-india
Handle Indian corporate actions correctly — bonus issues, stock splits, rights issues, buybacks (tender and open market), dividends, demergers, mergers and delisting — including record/ex dates, price and holding adjustments, entitlement maths and tax treatment. Use when the user asks how a bonus/split/rights/buyback affects their holding or a price series, what a record date means, whether to tender in a buyback, or needs a historical price series adjusted for corporate actions.
dcf-india
Build a discounted cash flow valuation calibrated to Indian markets — G-Sec risk-free rate, India equity risk premium, Indian corporate tax regimes, rupee inflation-consistent terminal growth, and the reality checks that stop a DCF becoming a spreadsheet with a target price at the end. Use when valuing an Indian listed company, building or reviewing a DCF or FCFF/FCFE model, deriving WACC or cost of equity for an Indian company, or when the user asks what a company is worth or what a fair value is.
drhp-ipo-analysis
Read an Indian DRHP or RHP and decide whether an IPO is worth applying to — fresh issue versus offer for sale, use of proceeds, restated financials, risk factors, anchor book, promoter and PE selling, valuation against listed peers, and the SME versus mainboard distinction. Use when given a DRHP, RHP or IPO prospectus for an Indian issuer, or when the user asks whether to apply to an IPO, what an IPO's grey market premium means, or how to evaluate a new listing.
exchange-filings-navigator
Find, read and interpret Indian regulatory filings — NSE and BSE corporate announcements, SEBI LODR disclosures, SEBI and NFRA orders, MCA filings and IBBI notices. Use when the user asks where to find an Indian company's filing, what a disclosure means, whether a company disclosed something on time, what SEBI requires be disclosed, or wants an announcement history reconstructed for a listed Indian entity.
forensic-redflags-india
Run a forensic red-flag scan on an Indian listed company using accounting ratios, disclosure patterns and governance signals calibrated to Indian reporting. Use when assessing accounting quality, earnings manipulation risk, promoter integrity, or whether a cheap-looking Indian stock is a value trap; when the user says "is this company cooking the books", "red flags", "governance risk", "forensic", or names a company after an auditor resignation, pledge spike or receivables blow-up.
ind-as-traps
Navigate the Indian Accounting Standards (Ind AS) treatments that most often distort analysis and break financial models — leases under Ind AS 116, revenue under 115, expected credit loss under 109, business combinations under 103, and the Ind AS versus IFRS versus previous-GAAP carve-outs. Use when comparing Indian financials across periods or against foreign peers, when EBITDA or margins jump without an operating reason, or when the user asks why an Indian company's accounts look inconsistent with a global comparable.
market-data-sources-india
Find and pull Indian market data from the right source — NSE and BSE bhavcopy, AMFI NAV files, RBI and MoSPI macro series, MCA company filings, SEBI disclosures, and the Python libraries that wrap them — with the ticker conventions, date formats and licensing caveats that trip people up. Use when the user needs Indian stock prices, index data, mutual fund NAVs, corporate filings, macro series, or asks where to get Indian market data or why a data pull is failing.
mutual-fund-analysis-india
Evaluate an Indian mutual fund scheme properly — SEBI category and mandate, rolling returns rather than point-to-point, expense ratio drag, direct versus regular plans, portfolio overlap, concentration, debt-fund credit and duration risk, and the AMFI market-cap definitions. Use when the user asks whether a fund is good, compares schemes, asks about SIP versus lumpsum, wants a portfolio of funds reviewed, or asks what a flexi cap or a credit risk fund actually is.
portfolio-review-india
Review an Indian equity or multi-asset portfolio for concentration, factor and sector tilts, hidden overlap between direct stocks and mutual funds, tax position, and position sizing. Use when the user shares a holdings list, a broker statement or a fund portfolio and asks what they should do, whether they are diversified, what to trim, how to rebalance, or how their portfolio is positioned.
quarterly-results-india
Break down an Indian listed company's quarterly results the way a buy-side analyst does — beat/miss versus consensus, quality of the beat, one-offs, segment mix, and what it does to full-year estimates. Use when given a quarterly results filing, limited review report, or investor presentation for an NSE/BSE-listed company, or when the user asks how a company's Q1/Q2/Q3/Q4 went, whether a quarter was good, or what changed this quarter.
relative-valuation-india
Value an Indian company against peers using multiples, with the adjustments Indian markets actually require — holding company discounts, promoter and float effects, Ind AS 116 lease distortions, cross-holdings and the India premium. Use when comparing an Indian stock to peers, building a comp set, judging whether a stock is expensive or cheap on P/E, EV/EBITDA, P/B or PEG, or explaining why an Indian company trades at a different multiple from a global comparable.
shareholding-pattern-analysis
Read an Indian listed company's quarterly shareholding pattern for promoter behaviour, pledge risk, institutional flows and free-float dynamics. Use when the user asks who owns a company, whether promoters are selling, how much stock is pledged, whether FIIs or mutual funds are buying, or wants ownership tracked across quarters for an NSE/BSE-listed entity.
corporate-governance-fraud-detector
Detect corporate governance issues, accounting manipulation, financial fraud indicators, promoter integrity concerns, and value traps in Indian listed companies using annual reports, exchange filings, auditor reports, shareholding data, and forensic accounting techniques. Use this skill whenever governance quality, management credibility, or fraud risk needs to be evaluated.
indian-equity-research-analyst
Conduct institutional-grade research on Indian listed companies using annual reports, financial statements, investor presentations, earnings calls, exchange filings, macroeconomic data, and valuation methods. Use this skill whenever a user asks for company analysis, investment decisions, DCF valuation, financial statement interpretation, portfolio allocation, or long-term stock research.
institutional-equity-risk-strategist
Institutional-grade equity analysis engine that takes uploaded stock-screener exports, financial-ratio tables, quarterly results, or annual-report figures and runs them through three mandatory frameworks — Forensic Accounting (red-flag and value-trap detection), Advanced DuPont decomposition (ROE/ROCE quality), and Smart Beta factor screening (Quality, Value, Momentum) — then produces a structured, PDF-ready research note that ends in a high-conviction BUY / HOLD / SELL verdict justified by exact metrics. Use this whenever the user shares company financials, screener data, ratio tables, results, or a single name for evaluation, or asks for forensic accounting checks, a DuPont or ROCE breakdown, factor or quant screening, value-trap detection, or an institutional verdict on a stock — even when the user does not name the frameworks explicitly. Default to this skill for any serious single-stock or multi-name fundamental assessment of Indian (NSE/BSE) or global equities.
institutional-moat-governance-guardrail
Acts as a Senior Institutional Risk Officer and Head of Long-Term Equities at a premier Indian wealth management firm. ALWAYS activate this skill when the user uploads screenshots, screener exports, financial tables, valuation band charts, CWIP/capex schedules, shareholding patterns, debt maturity profiles, or any balance sheet / P&L data for Indian NSE/BSE-listed companies. Also triggers for phrases like: 'moat analysis', 'governance audit', 'valuation trap', 'margin of safety', 'CWIP to Gross Block', 'capital allocation', 'contingent liabilities', 'dividend sustainability', 'promoter pledging', 'institutional risk', 'solvency check', 'long-term survivability', 'governance rating', or 'buy/hold/avoid' on an Indian stock. Activate even when the user simply pastes a financial table without an explicit question — run the full Three-Pillar Institutional Audit automatically. Do not wait for permission.
multibagger-hunter-opportunity-scanner
Identify high-quality Indian listed companies with multibagger potential using fundamental analysis, business quality, financial strength, industry tailwinds, management capability, valuation, and long-term growth drivers. Focus on finding companies capable of generating superior returns over 5–15 years while minimizing permanent capital loss.
quantitative-stock-analysis-lab
Perform institutional-grade quantitative analysis for Indian stocks using Python, SQL, Excel, Power BI methodologies, statistical analysis, financial modeling, technical analysis, chart pattern recognition, and risk analytics. Use this skill whenever advanced data analysis, backtesting, visualization, screening, forecasting, or trading analysis is required.
annual-report-redflag-analysis
Analyze Indian company annual reports to identify opportunities, management quality, and financial red flags.
quarterly-results-breakdown
Analyze quarterly results of Indian companies and identify important changes in growth, margins, guidance, and management commentary.
Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.