wealth-researchlisted

Valuation ratios from supplied fundamentals, DCF valuation with sensitivity, keyword risk-factor summaries of filing text, XBRL fact extraction, and live FRED and SEC EDGAR fetches, plus guidance for earnings and market research that the engines do not perform.
ai-theories/wealth-skills · ★ 0 · AI & Automation · score 63

Install: claude install-skill ai-theories/wealth-skills

# Wealth Research & Market Intelligence (`wealth-research`) This skill pack equips AI agents (**Claude Code, Devin, Cursor, Antigravity, OpenAI Codex**) to compute valuation ratios, summarize risk-factor language in filings, pull the latest FRED observations and SEC EDGAR company facts, and structure broader equity research. --- ## When to Activate Trigger this skill when the user asks to: - Build a company tear sheet or valuation summary. - Summarize risk factors in a 10-K or 10-Q. - Look up the latest value of a FRED series or a company's EDGAR facts. - Summarize earnings announcements or macro trends. --- ## Engine-Backed Capabilities | Capability | Engine function | CLI | |---|---|---| | P/E, P/S, dividend yield and FCF conversion from supplied fundamentals | `generateCompanyTearSheet` | `research tear-sheet` | | Keyword summary of Item 1A risk-factor text you supply | `parseEdgarFilingSummary` | library only | | Latest observation of a FRED series (live) | `fetchLiveFredSeries` | library only | | SEC EDGAR company facts (live; requires a declared User-Agent) | `fetchLiveEdgarCompanyFacts` | library only | | Latest value of an XBRL concept from company facts | `extractCompanyFact` | library only | | Discounted cash flow valuation with a sensitivity grid | `buildDcfValuation` | `research dcf` | ## Guidance Only (No Engine Support) - Earnings call and press release summaries - Market news synthesis and sector outlooks - Time-series analysis beyond the latest observ