How does this skill differ from asking a standard AI to build a financial model?

This skill generates professional-grade .xlsx files using institutional conventions, including integrated 3-statement models, DCF, and LBO structures with functioning formulas and sensitivity tables that go far beyond text-based responses.

Which specific financial markets and blockchains can this agent retrieve data from?

The skill queries real-time and historical data across traditional markets (stocks/ETFs), prediction markets (Polymarket), and on-chain activity across 8 EVM chains and Solana.

What is included in the purchase of the Untitled Skill?

You will receive the complete skill package containing the Python-based automation logic, pre-configured modeling templates, and the integration blueprints for data retrieval and portfolio monitoring.

Are there any specific technical requirements or software needed to run these models?

Yes, a local Python environment with the openpyxl library is required to generate and manipulate the Excel workbooks, and you will need standard API access for the market data endpoints.

Can this skill automatically execute trades for me across different brokerages?

While the skill provides deep analysis and trade lifecycle orchestration, its execution capabilities are currently read-only for most platforms, with full trade automation supported specifically for eToro.

Works with the AI Agents you already use

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+18 agents

Market Analysis & Trading Quant Suite (33 Skills)

Institutional risk management, thesis validation, position sizing, and quant analysis.

$49

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Market Analysis & Trading Quant Suite (33 Skills)

Example session with this skill installed

Analyze NVDA before upcoming earnings: validate the bull thesis, check for evidence gaps against semiconductor supply chain data, calculate conservative position sizing on a $50,000 account with 1.5% max risk, and map key macro catalysts.

Read your context and instructions
Compiled the market analysis

Summary

Completed pre-earnings trade validation for NVDA. Formulated asymmetric risk framework, identified key data dependency gaps, and computed exact mathematical position sizing under a 1.5% capital risk budget.

Parameter	Plan Value	Risk Boundary
Account Equity	$50,000	Max Risk: $750 (1.5%)
Entry Level	$124.50 (Limit Pullback)	Invalidation: $118.00
Risk Per Share	$6.50	5.22% Stop Distance
Calculated Size	115 Shares	Total Allocation: $14,317.50
Upside Target (TP1)	$138.50 (R:R 2.15:1)	Potential Gain: $1,610

Thesis Stress-Test & Catalyst Audit

Core Thesis: Hyperscaler CapEx expansion sustains datacenter GPU demand into Q3.

Identified Evidence Gaps: CoWoS packaging capacity constraints at TSMC could temper Q4 guidance; watch customer inventory buildup.
3. Macro Transmission: Correlated with Nasdaq-100 volatility index (VXN) and 10-year Treasury yields.

Next Steps

Set pre-market alert at $124.80 for tiered limit order entry.
Hard stop-loss placed at $117.90 immediately upon execution.
Maintain position review post-earnings release to reassess guidance revisions.

Connects securely to your tools. The creator never sees your data.

About this skill

Trading without systematic rules is gambling. The Market Analysis & Trading Quant Suite embeds institutional risk discipline into your AI agent with 33 specialized financial skills.

Eliminate emotional biases, calculate exact position sizes, audit catalysts, and build auditable financial workbooks headless.

🌟 What Your Agent Can Do:

Pre-Trade Sanity & Thesis Validation: Stress-test trade ideas, identify hidden evidence gaps, and verify risk-to-reward ratios before placing orders (thesis-validation, evidence-gap-check, risk-reward-sanity-check).
Mathematical Position Sizing: Automatically calculate exact contract/lot size based on portfolio equity and strict 1–2% account risk (position-sizing, execution-plan-check).
Macro & Catalyst Calendars: Track earnings announcements, CPI releases, Fed rate decisions, and market regimes (market-regime-analysis, catalyst-map, macro-event-analysis, earnings-preview).
Headless Financial Modeling: Generate institutional DCF, LBO, Comps, and 3-Statement financial models directly in native Excel format (excel-author, dcf-model, comps-analysis, 3-statement-model).
Post-Trade Audit & Journaling: Objectively review closed trades to detect revenge trading, FOMO, and execution leakage (post-trade-review, journal-pattern-analyzer).

📦 Deliverables in this Pack:

33 modular SKILL.md packages for crypto, equities, and FX.
Full compatibility with Python data workflows and LLM agent engines.
Commercial license for fund managers, proprietary trading, and advisory.

What's included (33 skills)

3-statement-model
Build integrated IS/BS/CF financial workbooks in Excel.
catalyst-map
Build a ranked map of the catalysts that could move a watchlist, theme, or portfolio by showing what matters, when it matters, and how those events could transmit across related names or exposures.
competitor-news-monitor
Watch named companies for material news; cited digests.
comps-analysis
Build comparable-company valuation workbooks in Excel.
dcf-model
Build discounted cash flow valuation workbooks in Excel.
earnings-preview
Prepare for an upcoming earnings report or earnings week by identifying the reports that matter, framing the key debates, and surfacing the read-through risk that could affect the user
earnings-trade-prep
Orchestrate a disciplined earnings-event workflow by deciding which names deserve prep, mapping the key debates and read-through paths, pressure-testing the thesis and structure, and ending with a clear pre-earnings hold, avoid, or trade decision.
etoro
Use when the user wants an agent to interact with the eToro API for market data, portfolio and social features, or trade execution.
evidence-gap-check
Identify the most important missing facts, assumptions, and unresolved questions that should be answered before a trade or investment idea is trusted, sized, or acted on.
evm
Read-only EVM client: wallets, tokens, gas across 8 chains.
excel-author
Build auditable financial workbooks headless via openpyxl.
execution-plan-check
Review whether a trade plan is operationally executable by checking order type logic, liquidity and spread risk, event timing, stop realism, and whether the user can actually implement the plan cleanly.
hyperliquid
Hyperliquid market data, account history, trade review.
journal-pattern-analyzer
Use when the user has a trade journal or trade log and wants repeated strengths, mistakes, environment-dependent patterns, and process changes without turning the review into hindsight theater.
lbo-model
Build leveraged buyout workbooks with IRR/MOIC in Excel.
live-dashboard
Build self-updating dashboards from live sources.
macro-event-analysis
Prepare for upcoming macro catalysts by identifying the events that matter, mapping the likely transmission channels, and surfacing timing risk for the user
market-regime-analysis
Analyze current market context through trend, volatility, breadth, and event backdrop so the user can choose tactics that fit the environment without relying on black-box regime claims.
merger-model
Build M&A accretion/dilution workbooks in Excel.
polymarket
Query Polymarket: markets, prices, orderbooks, history.
portfolio-concentration
Evaluate whether a portfolio, account, or planned position is too dependent on a small number of issuers, sectors, themes, or correlated exposures before the user adds or holds more risk.
portfolio-risk-review
Orchestrate a whole-book risk review by checking concentration, correlated exposure, catalyst clustering, market-context sensitivity, and live-position fragility before the user adds, holds, or reduces portfolio risk.
position-management
Review an open position and decide whether to hold, trim, tighten risk, close, or wait by comparing current behavior against the original thesis, invalidation logic, catalyst calendar, and execution constraints.
position-sizing
Use when the user needs a conservative position size from account equity, risk budget, entry, stop, and trading friction before entering a trade.
post-trade-debrief
Orchestrate a disciplined post-trade workflow by reconstructing the original plan, reviewing execution and rule adherence, and deciding whether the lesson is trade-specific or part of a larger repeatable pattern.
post-trade-review
Guide a disciplined post-trade review across thesis quality, setup quality, execution, adherence, mistakes, and lessons without turning the result into hindsight theater.
product-price-monitor
Watch product, flight, or listing prices; alert on target.
risk-reward-sanity-check
Use when the user wants to test whether a proposed entry, stop, and target structure is coherent, asymmetric enough, and vulnerable to obvious failure modes before the trade is placed.
solana
Query Solana wallets, tokens, txs, and NFTs in USD.
stocks
Stock quotes, history, search, compare, crypto via Yahoo.
thesis-validation
Pressure-test a trade or investment thesis by clarifying the core claim, evidence, invalidation, timeframe, and dependency chain before the user turns it into an entry, stop, or size.
watchlist-review
Review a watchlist and rank which names deserve active attention, background monitoring, or removal based on catalysts, tradability, redundancy, and evidence quality for the user
xlsx
Create, read, edit Excel .xlsx workbooks and CSVs.

How to use

Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.