Equity Research & Investment

AI skills for investment memos, earnings call analysis, investment theses, financial ratio analysis, and equity screening — for portfolio managers and analysts.

6 skills

Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.

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Analyzing Financial Ratios

Compute and interpret liquidity, profitability, leverage, and efficiency ratios with peer benchmarking.

Drafting Investment Memos

Write structured investment memoranda with deal thesis, financial analysis, and risk assessment.

Modeling Revenue Forecasts

Build bottom-up revenue models by segment with growth driver assumptions and scenario analysis.

Screening Equity Opportunities

Apply quantitative and qualitative screens to filter equity universes into actionable watchlists.

Summarizing Earnings Calls

Transform earnings call transcripts into structured summaries with guidance and sentiment analysis.

Writing Investment Theses

Formulate structured bull and bear investment theses with variant perception and risk factors.

Author: CaseMark

ClaudeChatGPTGemini

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