← Institutional Equity AnalystCONTENT HISTORY

Update to Institutional Equity Analyst

Snapshot Oct 9, 2026 · 00:00 UTC · version 2.0.0

WHAT CHANGED · RULE-BASED ANALYSIS

Package or technical metadata updated

Discoverability changed from “UNLISTED” to “LISTED”.

Observed in package metadata. These changes alone do not establish a new customer-facing feature.

Discoverability

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UNLISTED

After

LISTED

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changed /discoverability

BEFORE
"UNLISTED"
AFTER
"LISTED"
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  "is_template": false,
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        "Accounting, valuation, forensics, and risk calculations",
        "Evidence ledger and claim graph",
        "Research state and completion gates",
        "Management and forecast scorecards",
        "Thirteen optimized workflows",
        "Thirty-six sector model templates",
        "Automated research audits"
      ],
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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.",
        "interface": {
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          "default_prompt": "Design a compliant alternative-data test that can discriminate between hypotheses and validate it against reported outcomes.",
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      {
        "description": "Use for zero-to-expert analyst training, deliberate practice, certification, drills, casebooks, reviewer question banks, and mastery assessment.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Build a rigorous analyst training or assessment plan using the manual pass standards and deliberate-practice system.",
          "display_name": "Analyst Training",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Train and certify analysts using the manual mastery system."
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        "name": "analyst-training",
        "plugin_release_skill_id": "pluginrsk_6ab270dc1b808191b4b80c44ec1e8931"
      },
      {
        "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.",
          "display_name": "Business Quality",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Deconstruct unit economics, pricing power and reinvestment."
        },
        "name": "business-quality",
        "plugin_release_skill_id": "pluginrsk_6ab270d8f7848191adeb047e4edb428a"
      },
      {
        "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": {
          "brand_color": null,
          "default_prompt": "Run the event workflow, reconcile new evidence to the pre-event model, and identify thesis and valuation changes.",
          "display_name": "Earnings and Events",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "default",
          "short_description": "Analyze earnings, guidance and corporate events."
        },
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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.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Use $earnings-postmortem with primary-source evidence and explicit completion gates.",
          "display_name": "Earnings Postmortem",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
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        "name": "earnings-postmortem",
        "plugin_release_skill_id": "pluginrsk_6ab270d6c4688191ad2dd6187e30b892"
      },
      {
        "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.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Use $earnings-preview with primary-source evidence and explicit completion gates.",
          "display_name": "Earnings Preview",
          "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_6ab270d80adc8191aede958d81e9bc49"
      },
      {
        "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.",
          "display_name": "Filings and Primary Sources",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "search",
          "short_description": "Retrieve and reconcile filings and primary evidence."
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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.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Build or review a driver-based integrated model with transparent assumptions, scenarios, reconciliations and model-break tests.",
          "display_name": "Financial Modeling",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Build auditable driver-based integrated financial models."
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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.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Run a skeptical forensic accounting review with benign and adverse interpretations and discriminating evidence.",
          "display_name": "Forensic Accounting",
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          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Test earnings quality, accruals, non-GAAP and manipulation risk."
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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.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Use $forensic-screen with primary-source evidence and explicit completion gates.",
          "display_name": "Forensic Screen",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
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        "name": "forensic-screen",
        "plugin_release_skill_id": "pluginrsk_6ab270d7bc6481918b94cc03abef5b0d"
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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.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Run a full institutional-quality public-company analysis using the complete manual and final completion audit.",
          "display_name": "Full Company Analysis",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Run complete institutional public-company underwriting."
        },
        "name": "full-company-analysis",
        "plugin_release_skill_id": "pluginrsk_6ab270dead508191b8444b85fac4f821"
      },
      {
        "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": {
          "brand_color": null,
          "default_prompt": "Use $full-company-initiation with primary-source evidence and explicit completion gates.",
          "display_name": "Full Company Initiation",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
        },
        "name": "full-company-initiation",
        "plugin_release_skill_id": "pluginrsk_6ab270d8305c81919417965f5fa7df13"
      },
      {
        "description": "Use for industry structure, value chains, market sizing, TAM, competitive advantage, peer benchmarking, technology transitions, disruption, and competitive strategy.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Map the industry bottom up, normalize competitors, and identify durable profit pools and failure conditions.",
          "display_name": "Industry and Competition",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Map industry structure, TAM, moats, peers and disruption."
        },
        "name": "industry-competition",
        "plugin_release_skill_id": "pluginrsk_6ab270d88b548191abe91e59d20fb959"
      },
      {
        "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": {
          "brand_color": null,
          "default_prompt": "Use $industry-map with primary-source evidence and explicit completion gates.",
          "display_name": "Industry Map",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
        },
        "name": "industry-map",
        "plugin_release_skill_id": "pluginrsk_6ab270db154081919e7334b2ef06ff7e"
      },
      {
        "description": "Use for management quality, capital allocation, executive incentives, insider transactions, board structure, governance risk, and management accountability.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Assess management and governance using documented actions, incentives, capital allocation and outcomes rather than charisma.",
          "display_name": "Management and Governance",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "hierarchy",
          "short_description": "Assess management execution, incentives and capital allocation."
        },
        "name": "management-governance",
        "plugin_release_skill_id": "pluginrsk_6ab270d9c4e48191933225738b8cdc9c"
      },
      {
        "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,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
        },
        "name": "management-review",
        "plugin_release_skill_id": "pluginrsk_6ab270d6c2e081918f9f223cea5dcfa3"
      },
      {
        "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,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
        },
        "name": "peer-comparison",
        "plugin_release_skill_id": "pluginrsk_6ab270dce7dc819185ea6cab7aed56fd"
      },
      {
        "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",
        "plugin_release_skill_id": "pluginrsk_6ab270d6d36081919a5ef820cf94d7e9"
      },
      {
        "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,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Write investment memos and defend research under review."
        },
        "name": "research-communication",
        "plugin_release_skill_id": "pluginrsk_6ab270d8e8408191b5466a14cb502102"
      },
      {
        "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"
      },
      {
        "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."
        },
        "name": "risk-decision",
        "plugin_release_skill_id": "pluginrsk_6ab270de5b90819193fe288053f397cc"
      },
      {
        "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"
        },
        "name": "risk-stress-test",
        "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,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Apply one of 36 sector-specific analyst playbooks."
        },
        "name": "sector-analysis",
        "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,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
        },
        "name": "short-thesis-red-team",
        "plugin_release_skill_id": "pluginrsk_6ab270dc7ab8819196dc78e0eb671792"
      },
      {
        "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,
          "icon_small_url": null,
          "iconography": "chart",
          "short_description": "Source-traceable public-equity workflow"
        },
        "name": "ten-k-deep-read",
        "plugin_release_skill_id": "pluginrsk_6ab270d7a29081918a354ecfc73d00e4"
      },
      {
        "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,
          "icon_small_url": null,
          "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."
        },
        "name": "valuation",
        "plugin_release_skill_id": "pluginrsk_6ab270db52e881919a6d135a51995294"
      }
    ],
    "version": "2.0.0"
  },
  "scope": "GLOBAL",
  "status": "ENABLED"
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