Business &amp; Operations

DocxA

Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comment...

businessjavascriptpython

Group Meeting Skill V1.0.0A

| 属性 | 值 | |------|-----| | **名称** | group-meeting-slides | | **版本** | 1.0.0 | | **触发条件** | 用户请求生成学术演示文稿/组会报告 PPT | | **描述** | 基于 AI 研究的组会演示文稿生成工具，自动完成从主题到 PPTX 文件的完整流程 | --- DeepSlides 是一个轻量级的幻灯片生成工作流。它能自动从用户给定的主题生成专业的学术演示文稿。 1. **智能研究** - 自动网络搜索，收集相关资料 2. **内容生成** - AI 撰写结构化报告内容 3. **视觉设计** - AI 设计幻灯片布局和样式 4. **代码渲染** - 生成 python-pptx 代码并渲染为 PPTX 文件 --- 当用户表达以下意图时触发此技能： - 生成组会汇报 PPT - 制作学术演示文稿 - 从主题创建幻灯片 - 将报告转换为演示文稿 ``` "帮我做一个关于 XXX 的组会报告 PPT"

businesspythongo

Smiles To Cas ConversionA

Convert SMILES strings to CAS registry numbers using material informatics tools to identify chemical substances.

businesspythonapi

Compound Name RetrievalA

Retrieve SMILES strings from PubChem database using compound names to obtain molecular structures from common chemical names.

businesspythonapi

TranscriptB

Pull an earnings call (or investor-event) transcript from Quartr (FMP fallback), extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

businesspythonrust

ThesisA

Create a new investment thesis note with full analysis. Use when user says "create thesis", "new thesis", or "build a case for TICKER"

SyncA

Synchronize recent research learnings across all affected theses, sector notes, and macro documents. Use after a research session or when user says "sync", "propagate", or "update everything".

NumbersB

Refresh the Key Metrics table in a thesis with current data from Financial Modeling Prep, with a Quartr standardized-statement tie-break for Revenue Growth / Gross Margin gaps (Step 4b-Q) and a scoped web-search fallback (Step 4b) when FMP has no data or resolved the wrong company. Use when user says "numbers", "refresh metrics", "update key metrics", or "refresh [TICKER]" with no other action implied. Surgical edit only — does NOT create research notes or propagate via /sync. Also flags (nev...

businesspythonrust

MonitorA

Conviction-trigger surveillance via Quartr keyword alerts — parse every active thesis's Conviction Triggers for named observables, propose keyword alerts scoped to the Vault Active watchlist (or market-wide for macro observables), create them ONLY on explicit user confirmation, and reconcile the alert set against the book as theses open/close. Use when user says "monitor", "set up alerts", "keyword alerts", "watch for X", or "reconcile alerts".

Dependency MapA

Extract a thesis's dependency fingerprint — the external variables its bull case actually rests on (key customers, suppliers/inputs, technology transitions, macro drivers, single points of failure). Use when user says "dependency map", "what does [TICKER] depend on", "dependency fingerprint", or "map exposures for [TICKER]".

DeepenB

Targeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the nu...

CompareA

Side-by-side competitive comparison of two or more companies. Use when user says "compare", "X vs Y", "which is better", or asks about competitive dynamics between specific companies.

CleanA

Delete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when /lint flags stale snapshots.

CatalystB

Extract and maintain a cross-portfolio catalyst calendar from all thesis notes. Use when user says "catalyst", "calendar", "what's coming up", "upcoming events", or "what could move the portfolio".

TranscriptB

Pull an earnings call transcript from Financial Modeling Prep, extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

businesspythonrust

ThesisA

Create a new investment thesis note with full analysis. Use when user says "create thesis", "new thesis", or "build a case for TICKER"

SyncA

Synchronize recent research learnings across all affected theses, sector notes, and macro documents. Use after a research session or when user says "sync", "propagate", or "update everything".