agency-investment-researcher

Name: agency-investment-researcher
Availability: InStock
Author: anavvanzin

Produce institutional-quality investment research with primary-source citations and scenario modeling.

Updated Apr 15, 2026

Search Tags:#research #investment #valuation #due diligence #risk #thesis

Ready to run

npx skills add https://github.com/anavvanzin/Research --skill agency-investment-researcher

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: agency-investment-researcher
Source: https://github.com/anavvanzin/Research/tree/main/cowork/integrations/antigravity/agency-investment-researcher
Command: npx skills add https://github.com/anavvanzin/Research --skill agency-investment-researcher

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Investment teams often struggle to translate diverse data into actionable, decision-ready research. This Skill standardizes and accelerates institutional-quality investment analysis, from thesis development to due diligence and risk assessment, enabling more consistent, data-driven portfolio decisions.

Core Features & Use Cases

Fundamental Analysis: financial statement review, moat assessment, and management quality checks to form robust investment theses.
Quantitative Analysis: valuation models, risk metrics, and screening to quantify upside and downside scenarios.
Due Diligence: market sizing validation, competitive positioning, and operational risk checks to validate opportunities.
Research Tools & Data: primary-source citations (SEC filings, transcripts) and diverse data sources to inform conclusions.
Templates & Deliverables: Investment Research Reports, due diligence checklists, and monitoring frameworks to guide decisions.

Quick Start

Use a company name and ticker to generate an initial thesis, catalysts, risk factors, and a recommended due diligence plan.

Frequently Asked Questions about agency-investment-researcher

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I build a rigorous investment thesis with proper due diligence and risk assessment?▼

To build a rigorous investment thesis, you need standardized due diligence and risk assessment that translate diverse data into actionable insights. This process applies fundamental and quantitative analysis to form robust, data-driven portfolio decisions.

What is institutional-quality investment research and how does it support portfolio decisions?▼

Institutional-quality investment research surfaces actionable insights for data-driven portfolio decisions across public equities, private markets, and alternative assets. It requires primary-source citation, rigorous thesis construction, and clearly defined catalysts and risk factors.

Can I generate an initial investment thesis using just a company name and ticker?▼

Yes, you can generate an initial investment thesis using a company name and ticker. This quick start approach immediately produces catalysts, risk factors, and a recommended due diligence plan to guide your research.

Does this investment research approach work for private markets and alternative assets?▼

Yes, this investment research approach works for private markets and alternative assets. It applies due diligence, valuation, and risk assessment scenarios across these asset classes alongside traditional public equities.

What primary-source citations do I need for compliant due diligence and valuation modeling?▼

For compliant due diligence and valuation modeling, you need primary-source citations from SEC filings and transcripts. These diverse data sources validate market sizing, competitive positioning, and financial statement reviews.

What is the best way to standardize investment research reports and monitoring frameworks?▼

The best way to standardize investment research reports and monitoring frameworks is using structured templates and checklists. This ensures consistent fundamental analysis, quantifies upside and downside scenarios, and guides data-driven decisions.