10 actions in 10 pieces of software · ranked by words, meaning and measured trust · 665 ms

1. 1investment-policyverified and signedpassport

   skilljoellewis/finance_skillsrecord

   • investment-policy

     Construct comprehensive Investment Policy Statements governing return objectives, risk tolerance, and portfolio constraints. Use when the user asks about building an IPS, setting return objectives, assessing risk tolerance, defining investment constraints, or establishing rebalancing and benchmark p

2. 2investment-proposalverified and signedpassport

   skillanthropics/financial-servicesrecord

   • investment-proposal

     Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new clien

3. 3longbridge-investment-ideasverified and signedpassport

   skilllongbridge/skillsrecord

   • longbridge-investment-ideas

     Investment idea generation — systematically surfaces new investment opportunities by combining quantitative screening (low valuation / high momentum / improving fundamentals), thematic research (sector trends / policy catalysts), and pattern recognition (historical analogues), producing a long/short

4. 4investment-memoverified and signedpassport

   skillclaude-office-skills/skillsrecord

   • investment-memo

     Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

5. 5investment-analyzerverified and signedpassport

   skilleddiebe147/claude-settingsrecord

   • investment-analyzer

     Analyze investment opportunities across asset classes with risk assessment, return modeling, and portfolio optimization

6. 6feature-investment-advisorverified and signedpassport

   skilldeanpeters/product-manager-skillsrecord

   • feature-investment-advisor

     Evaluate feature investments using revenue impact, cost structure, ROI, and strategy. Use when deciding whether a feature deserves investment.

7. 7equity-investment-thesisverified and signedpassport

   skillwind-alice/alicemarketrecord

   • equity-investment-thesis

     用于个股核心投资逻辑深度研究，聚焦个股研究 / 基本面分析 / 机构研究。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多，不适合简单对话场景。各类信息与数据的获取，可以使用wind.financial.data工具，以合理的关键字或关键字组合进行获取。用户输入一个股票名称后，希望快速得到一份接近券商研究员风格的高质量个股分析。

8. 8financial-research-investment-assistantfound in code, not yet checkedno passport yet

   MCP servertalantan1102/financial-research-investment-assistant

   • kb_search

     Search internal knowledge base (research reports / financial statements / policy documents).

9. 9longbridge-investment-proposalverified and signedpassport

   skilllongbridge/skillsrecord

   • longbridge-investment-proposal

     Investment proposal generation via Longbridge Securities — produces a structured investment memo covering: executive summary, company overview, investment thesis (3–5 core points), financial analysis, valuation, catalysts and timeline, risk factors, and position recommendation. Triggers: "投资提案", "投资

10. 10investment-research-databasefound in code, not yet checkedno passport yet

    MCP serveralexps9/investment-research-database

    • ask

      RAG question answering grounded in the knowledge base.