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Claude Code
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Grok
Grok Bot+18 agentsAgent Financial Research Workflow Skill
Systematic financial research workflow for evidence-backed company, sector, and market analysis.
$9.99
Agent Financial Research Workflow Skill
Example session with this skill installed
Analyze Nvidia's FY2024 performance, focusing on their Data Center revenue growth, major risks mentioned in their 10-K, and how they compare to AMD's recent results.
- Read your context and instructions
- Compiled the agent financial research
- Generated the document
I have conducted a research workflow on NVIDIA (NVDA) and Advanced Micro Devices (AMD), prioritizing 10-K filings and recent earnings reports. The analysis focuses on Data Center segments, risk factors, and competitive positioning.
Research Brief: NVDA vs. AMD Data Center Performance
| Metric | NVIDIA (FY2024) | AMD (FY2023/Q1 24) | Evidence Type |
|---|---|---|---|
| Data Center Revenue | $47.5 Billion | $6.5 Billion (FY23) | Verified Fact |
| YoY Segment Growth | 217% | 7% (FY23) | Verified Fact |
| Key AI Product | H100 / H200 / Blackwell | Instinct MI300 Series | Verified Fact |
| Operating Margin | 54.1% (GAAP) | 16.7% (Non-GAAP) | Reported Claim |
Key Findings
Dominance in Compute: NVIDIA's Data Center revenue now accounts for 78% of its total revenue, driven by the massive shift toward generative AI infrastructure.
*
Growth Divergence: While NVIDIA saw triple-digit growth, AMD's Data Center growth was initially offset by declines in embedded and gaming segments, though MI300 adoption is accelerating in 2024.
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Supply Chain Risk: Both companies highlight significant risks regarding CoWoS (Chip on Wafer on Substrate) packaging capacity and geopolitical export controls to China.
Drivers & Risks
- Driver: Unprecedented demand for Large Language Model (LLM) training.
Risk (Observable): Export control regulations (US Dept. of Commerce) specifically targeting high-performance compute chips (A800/H800/L40S).
*
Risk (Analysis): Potential "air pocket" in demand if cloud service providers (CSPs) do not see immediate ROI on AI infrastructure spend.
Source Cross-Check
Conflict: Some third-party analysts report higher market share for AMD in the FPGA space than indicated in internal competitive assessments.
*
Evidence Gap: Specific unit sales numbers for H100 vs. MI300X are not publicly disclosed by either company; figures are estimated based on total revenue.
Next steps
- Review the specific impact of the latest US export restrictions on NVIDIA's Q1 FY25 outlook.
- Compare R&D spend as a percentage of revenue to assess long-term moat sustainability.
- Investigate TSMC's capacity expansion timelines for 2024-2025.
agent-financial-research-workflow-skill.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
Gathering financial intelligence often leads to information overload, conflicting reports, and hallucinated data. Manually cross-referencing earnings calls, filings, and macro data is slow and prone to bias.
What it does
- Deconstructs broad financial questions into focused, verifiable research tasks.
- Prioritizes primary sources like SEC filings, regulatory reports, and central bank data.
- Classifies findings into Verified Facts, Reported Claims, and Interpretations to maintain objectivity.
- Identifies data gaps and conflicting information across different financial sources.
- Generates comparison tables for multi-asset or competitor analysis.
Why this beats prompting it yourself
General LLMs often blend outdated news with current facts or fabricate specific financial figures. This skill enforces a strict verification workflow that separates evidence from analysis and requires explicit source dating, preventing confident but incorrect financial summaries.
Use cases
- Due diligence for pre-investment research on specific companies or sectors.
- Synthesizing quarterly earnings reports and identifying key business drivers.
- Competitor benchmarking and market share analysis.
- Macroeconomic trend research for risk factor assessment.
Known limitations
Cannot provide real-time stock prices or execute trades. Output quality depends on the agent's access to external search tools and databases.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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