Marketplace de SkillsPara cada Agent

Industry Primer

Analyze an industry's structure, profit pools, key players, supply chain, and regime drivers. Use when starting research on an industry, mapping market structure, or framing sector-level opportunity…

Bear Case Builder

Stress test consensus with bearish counter-narratives, failure modes, and probability-severity analysis. Use when building downside cases, short theses, or risk scenarios against a bullish narrative.

Stock Compensation Economic Cost

Treat stock-based compensation as a real economic cost, benchmark dilution, and assess the impact on cash flow, ownership, and true profitability. Use when evaluating software or growth companies…

destacadaEnergy

Oil Market Regime Analysis

Classify the oil market regime using supply discipline, demand momentum, inventories, geopolitics, and macro pressure. Use when the user wants a structured view of whether oil is in a tight,…

EnergyExplorar

Supply Chain Analysis

Translate supplier signals, lead times, capacity, channel checks, and inventory behavior into forward revenue and margin implications. Use when the user wants a supply-chain-based demand or risk…

Deferred Revenue Billings Trends

Decompose deferred revenue and calculated billings trends, isolate cRPO divergences, and interpret forward demand signals for subscription businesses. Use when analyzing SaaS revenue durability or…

Match a company to the right peer set by business model, revenue mix, margin structure, and economics. Use when standard comp sets are misleading or when the user asks for more precise peer selection.

Moat Competitive Analysis

Benchmark moat durability against peers and assess which competitive dimensions justify valuation premiums under forward stress. Use when the user asks whether a company's competitive advantage is…

Capitalization Policy Consistency

Compare capitalization policy against accounting norms and peer practice to expose aggressive capitalization, expense deferral, or earnings smoothing. Use when analyzing software, R&D, content, or…

Management Credibility Tracking

Quantify executive credibility using guidance hit rates, revision behavior, and communication patterns. Use when assessing management quality, guidance reliability, capital allocation trust, or…

TAM Validation Bottom Up

Validate management TAM claims with bottom-up market reconstruction, analogue checks, and adoption constraints. Use when a growth story relies on a large addressable market that may be overstated.

Consumer Spending Tracker

Track consumer demand through spending, traffic, category mix, promotions, and channel behavior. Use when the user wants a live read on discretionary or staples demand trends.

Enterprise IT Spending Intent

Translate enterprise IT budgets, CIO surveys, channel checks, and vendor commentary into demand signals for software and infrastructure names. Use when the user wants a forward read on enterprise…

Industry Structure Mapping

Map an industry's value chain, profit pools, control points, and power structure through a company or sector lens. Use when the user needs structural industry analysis rather than a basic sector…

Investment Thesis

Develop a structured investment thesis with variant perception, catalysts, risks, and monitoring triggers. Use when the user asks for a bull or bear case, thesis framing, or an actionable research…

Estimate Analysis

Professional analyst estimate analysis skill for evaluating analyst forecasts and historical beat/miss track records. Analyze consensus expectations, estimate revision trends, and forecast…

Company Primer

Produce a company primer covering business model, segments, moat, unit economics, management, risks, and valuation context. Use when starting research on a company or preparing a first-pass…

Contagion Path Mapping

Map how stress propagates across companies, sectors, supply chains, balance sheets, and correlations. Use when the user wants to analyze second-order risk transmission, spillovers, or market…

Goodwill Impairment Risk Indicators

Assess goodwill impairment risk using acquisition history, segment underperformance, valuation compression, and accounting warning signs. Use when evaluating acquisitive companies or balance sheets…

Post-Earnings Delta Calculation

Quantify earnings surprise versus expectations using z-score, basis-point bridge, and post-earnings delta analysis. Use when analyzing earnings reactions, post-print moves, estimate revisions, or…

Financial Policy

Analyze capital allocation, leverage, liquidity, buybacks, dividends, and funding policy. Use when the user asks about balance sheet discipline, shareholder returns, or whether financial policy…

Trading Comparables

Build a trading comparables framework and benchmark a company against peers on valuation, growth, margins, and quality. Use when the user asks for peer multiple analysis or relative valuation.

Cybersecurity Breach Impact Analysis

Analyze the business impact of a cybersecurity breach by mapping revenue transmission, customer trust, regulatory exposure, and beneficiary spillovers. Use when a breach may affect a company, sector,…

Pricing Strategy Change Detection

Detect pricing architecture shifts through product, channel, customer, and discounting signals, then assess durability and margin impact. Use when pricing changes may alter growth quality or…

DCF Assumption Audit Trail

Audit a DCF model's assumptions for staleness, circularity, internal inconsistency, and false precision. Use when reviewing valuation work or challenging an existing intrinsic value model.

Consumer Price Index Analysis

Interpret CPI components and inflation trends relevant to consumer demand, pricing, and margin risk. Use when the user wants to connect inflation data to consumer sectors, staples, discretionary, or…

Macro Outlook

Frame the macro regime for an asset, sector, or theme using growth, inflation, rates, labor, liquidity, and policy signals. Use when the user needs a macro backdrop, regime classification, or…

Housing Cycle Signal

Read housing turnover, affordability, inventory, and rate sensitivity to assess downstream demand for housing-exposed consumer sectors. Use when the user wants to connect the housing cycle to…

SaaS Revenue Quality Breakdown

Assess SaaS revenue quality across recurring mix, retention, upsell, pricing, contract structure, and concentration. Use when the user wants to know whether software revenue is durable, high-quality,…

destacadaIndustry Structure

Private Label Penetration

Assess private-label share gains, branded pressure, and trade-down dynamics across consumer categories. Use when the user wants to analyze brand resilience, retailer power, or value-seeking consumer…

Industry StructureExplorar

Cash Flow Anomaly Detection

Detect unusual cash flow patterns, separate structural shifts from one-off noise, and trace causal drivers across the statements. Use when the user asks about earnings quality, cash conversion, or…

Quick Screen Structural Comparison

Compare a target against peers across normalized structural dimensions to decide whether it deserves deeper research. Use when screening companies quickly without losing the most important strategic…

Oil Price Impact

Measure how oil price moves transmit into sector revenue, margins, inflation sensitivity, and valuation outcomes. Use when the user asks how crude shocks affect industries, companies, or macro…

Multi-Company Analysis

Compare multiple companies on business quality, growth, valuation, and positioning to rank candidates for deeper work. Use when screening a peer set, narrowing a watchlist, or choosing the best idea…

DCF Valuation

Build a discounted cash flow valuation with transparent assumptions, sensitivity tables, and scenario analysis. Use when the user asks for intrinsic valuation, fair value ranges, or assumption-driven…

Working Capital Cycle Anomalies

Detect working capital anomalies through DSO, DIO, DPO, receivables, inventory, and payables behavior, then distinguish operational stress from timing noise. Use when analyzing cash conversion or…

destacadaIndustry Structure

Auto Sales Momentum

Track auto demand through sales, pricing, incentives, inventories, and mix to assess whether the auto cycle is strengthening or weakening. Use when the user wants a demand read on auto OEMs, dealers,…

Industry StructureExplorar

Combinatorial Risk Identification

Identify two or three simultaneous adverse events that could create nonlinear downside, then map amplification mechanics and hedge implications. Use when the user wants tail-risk analysis beyond…

destacadaOpportunity Capture

Thematic Investment Mapping

Map companies to a theme by revenue exposure, transmission channels, and second-order effects, then rank the best expressions of the theme. Use when building a thematic basket or researching idea…

Opportunity CaptureExplorar

SaaS Feature Parity Matrix

Compare SaaS products feature-by-feature to assess parity, differentiation, and moat durability. Use when analyzing software competition, product gaps, or feature-led pricing power.

Inflation Pass Through Tracker

Track which consumer businesses can pass inflation through pricing without destroying demand, and which ones absorb margin pressure. Use when the user wants to evaluate pricing power under inflation.

destacadaEnergy

Energy Supply Demand Balance

Track energy supply, demand, inventories, and spare capacity to assess whether a market is tightening, balancing, or loosening. Use when the user wants a market-balance view for oil, gas, refined…

EnergyExplorar

Revenue Decomposition Engine

Decompose revenue into segment, volume, price, mix, and economic drivers, then quantify cross-segment effects and scenario sensitivity. Use when the user asks what is really driving top-line…

Earnings Recap

Professional earnings report analysis skill for real-time analysis of publicly listed company quarterly financial data. Compare actual performance vs analyst expectations and assess investment value.…

Cross Company Validation

Validate management claims by triangulating evidence across suppliers, customers, competitors, and ecosystem participants. Use when testing whether a company's narrative is supported by third-party…

Evidence Hierarchy Framework

Rank the quality of evidence behind an investment thesis and separate high-rigor signals from weak narrative support. Use when the user wants to test whether a thesis rests on solid evidence or thin…

Counter Argument Library

Catalog recurring bearish counterarguments against an investment view and score them by relevance, evidence strength, and regime sensitivity. Use when stress testing a thesis or preparing for an…

Competitors

Identify direct and indirect competitors, compare positioning, and explain competitive landscape by segment, region, and business model. Use when the user asks for competitor mapping or relative…