Financial research grounded in checked sources.
Produces citation-backed financial research reports with investment analysis, valuations, and risk assessments.
When to use it
Use for comprehensive financial analysis, investment research, due diligence, or market comparisons rather than simple quotes or basic company lookups.
Give it a financial research question; it produces detailed Markdown, HTML, and PDF reports saved on the computer.
The bundled verification and validation scripts use Python; requirements describe Python 3.8+ standard-library dependencies without additional packages.
Uses generating-pdf through a helper agent to produce the PDF report, which the workflow requires on every run.
This skill
web search results
Searches financial information online
SEC EDGAR
Checks SEC filing links