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Update to Institutional Equity Analyst
Snapshot Oct 9, 2026 · 00:00 UTC · version 2.0.0
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Discoverability changed from “UNLISTED” to “LISTED”.
Observed in package metadata. These changes alone do not establish a new customer-facing feature.
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"UNLISTED"
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"LISTED"
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"description": "Use for three-statement accounting, revenue recognition, margins, working capital, capex, stock compensation, leases, goodwill, taxes, pensions, and accounting normalization.",
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"description": "Use for expert calls, customer or supplier diligence, web and app data, hiring signals, pricing and inventory scraping, channel checks, and validation of alternative data.",
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"description": "Use for zero-to-expert analyst training, deliberate practice, certification, drills, casebooks, reviewer question banks, and mastery assessment.",
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{
"description": "Use for business-model deconstruction, unit economics, cohorts, pricing power, recurring revenue, retention, capital intensity, and reinvestment runway.",
"interface": {
"brand_color": null,
"default_prompt": "Analyze the company business quality from native operating drivers through returns on incremental capital.",
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"description": "Use for earnings previews and post-earnings reviews, guidance math, estimate revisions, M&A, restructurings, activism, bankruptcy, distress, and event-driven company analysis.",
"interface": {
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"default_prompt": "Run the event workflow, reconcile new evidence to the pre-event model, and identify thesis and valuation changes.",
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"description": "Use to analyze earnings, attribute forecast errors, update the model, and record process lessons. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
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"default_prompt": "Use $earnings-postmortem with primary-source evidence and explicit completion gates.",
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"description": "Use to prepare a point-in-time earnings preview with expectations, scenarios, and decision-relevant watch items. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
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{
"description": "Use for SEC filing retrieval, 10-K or 10-Q deep reads, 8-K triage, proxy research, filing comparison, XBRL reconciliation, and primary-source evidence work.",
"interface": {
"brand_color": null,
"default_prompt": "Analyze the relevant filings using primary-source controls and produce a reproducible evidence trail.",
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"description": "Use for historical normalization, revenue driver forecasts, margin forecasts, integrated balance sheet and cash flow modeling, scenarios, model architecture, and model QA.",
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"description": "Use for earnings-quality analysis, accrual tests, cash conversion, non-GAAP reconstruction, fraud red flags, management estimate bias, and forensic accounting diligence.",
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"description": "Use to run an accounting-forensics and earnings-quality screen before deeper underwriting. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
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"default_prompt": "Use $forensic-screen with primary-source evidence and explicit completion gates.",
"display_name": "Forensic Screen",
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"description": "Use for full public-company initiations, deep stock research, maximum-depth underwriting, or requests to follow the complete institutional analyst manual end to end.",
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"display_name": "Full Company Analysis",
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"description": "Use to full institutional public-company initiation research and complete underwriting. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
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"default_prompt": "Use $full-company-initiation with primary-source evidence and explicit completion gates.",
"display_name": "Full Company Initiation",
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"short_description": "Source-traceable public-equity workflow"
},
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{
"description": "Use for industry structure, value chains, market sizing, TAM, competitive advantage, peer benchmarking, technology transitions, disruption, and competitive strategy.",
"interface": {
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"default_prompt": "Map the industry bottom up, normalize competitors, and identify durable profit pools and failure conditions.",
"display_name": "Industry and Competition",
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"description": "Use to map industry structure, value chain, market size, competition, technology transitions, and leading indicators. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
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"default_prompt": "Use $industry-map with primary-source evidence and explicit completion gates.",
"display_name": "Industry Map",
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"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
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{
"description": "Use for management quality, capital allocation, executive incentives, insider transactions, board structure, governance risk, and management accountability.",
"interface": {
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"default_prompt": "Assess management and governance using documented actions, incentives, capital allocation and outcomes rather than charisma.",
"display_name": "Management and Governance",
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{
"description": "Use to evaluate management credibility, incentives, capital allocation, governance, and prediction history. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $management-review with primary-source evidence and explicit completion gates.",
"display_name": "Management Review",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
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{
"description": "Use to build a definition-normalized operating, accounting, valuation, and risk peer comparison. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $peer-comparison with primary-source evidence and explicit completion gates.",
"display_name": "Peer Comparison",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
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{
"description": "Use to update an existing thesis, model, evidence graph, and valuation after a quarter. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $quarterly-update with primary-source evidence and explicit completion gates.",
"display_name": "Quarterly Update",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
},
"name": "quarterly-update",
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},
{
"description": "Use for investment memos, evidence design, charts and tables, investment committee defense, analyst communication, monitoring systems, and AI-assisted research controls.",
"interface": {
"brand_color": null,
"default_prompt": "Turn the completed research into a concise decision layer backed by a complete evidence layer and explicit contrary evidence.",
"display_name": "Research Communication",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Write investment memos and defend research under review."
},
"name": "research-communication",
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},
{
"description": "Use to solve for market-implied operating expectations and test their plausibility. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $reverse-dcf with primary-source evidence and explicit completion gates.",
"display_name": "Reverse Dcf",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
},
"name": "reverse-dcf",
"plugin_release_skill_id": "pluginrsk_6ab270d6c4148191a1604c1232d0711e"
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{
"description": "Use for risk registers, balance-sheet stress, liquidity and covenant analysis, research sizing inputs, pre-mortems, decision journals, post-mortems, and error taxonomy.",
"interface": {
"brand_color": null,
"default_prompt": "Build a causal risk register and stress path from operating shock through liquidity, financing, dilution and valuation.",
"display_name": "Risk and Decision Process",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Quantify downside, liquidity, thesis breaks and decision errors."
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"name": "risk-decision",
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{
"description": "Use to build coherent operating, liquidity, covenant, refinancing, and dilution stress cases. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $risk-stress-test with primary-source evidence and explicit completion gates.",
"display_name": "Risk Stress Test",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
},
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"plugin_release_skill_id": "pluginrsk_6ab270d8908c8191b2fd42729bccb83a"
},
{
"description": "Use when research depends on sector-specific KPIs, accounting traps, primary sources, leading indicators, valuation methods, stress tests, or sector failure modes across the manual sector playbooks.",
"interface": {
"brand_color": null,
"default_prompt": "Identify the correct sector playbook, load the common protocol, and analyze the company in native operating units.",
"display_name": "Sector Analysis",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Apply one of 36 sector-specific analyst playbooks."
},
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"plugin_release_skill_id": "pluginrsk_6ab270db93bc8191aaa6cf1d5e4569d5"
},
{
"description": "Use to challenge a proposed short thesis, identify squeeze and timing risks, and separate bad business from bad short. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $short-thesis-red-team with primary-source evidence and explicit completion gates.",
"display_name": "Short Thesis Red Team",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
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"plugin_release_skill_id": "pluginrsk_6ab270dc7ab8819196dc78e0eb671792"
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{
"description": "Use to perform a complete 10-K and footnote deep read with cross-filing comparisons. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $ten-k-deep-read with primary-source evidence and explicit completion gates.",
"display_name": "Ten K Deep Read",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
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"name": "ten-k-deep-read",
"plugin_release_skill_id": "pluginrsk_6ab270d7a29081918a354ecfc73d00e4"
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{
"description": "Use to independently challenge a long or neutral thesis without defending the base case. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.",
"interface": {
"brand_color": null,
"default_prompt": "Use $thesis-red-team with primary-source evidence and explicit completion gates.",
"display_name": "Thesis Red Team",
"icon_large_url": null,
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"iconography": "chart",
"short_description": "Source-traceable public-equity workflow"
},
"name": "thesis-red-team",
"plugin_release_skill_id": "pluginrsk_6ab270d9fa208191b50cc5e3f0f9ec50"
},
{
"description": "Use for DCF, multiples, reverse DCF, market-implied expectations, sum-of-the-parts, valuation sensitivities, scenarios, and probability weighting.",
"interface": {
"brand_color": null,
"default_prompt": "Value the company from operating drivers using multiple appropriate methods, reverse expectations and explicit sensitivities.",
"display_name": "Valuation",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Run DCF, relative, reverse DCF, SOTP and scenario valuation."
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