idea-generation

Screen financial metrics and thematic research to generate investment ideas.

3|Updated May 30, 2026
One-click install
npx skills add https://github.com/Timmy6942025/open-financial-agents --skill idea-generation-timmy6942025
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: idea-generation
Source: https://github.com/Timmy6942025/open-financial-agents/tree/main/src/agent-skills/market-researcher/skills/idea-generation
Command: npx skills add https://github.com/Timmy6942025/open-financial-agents --skill idea-generation-timmy6942025

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides systematic stock screening and investment idea sourcing, addressing the challenge of identifying new long and short investment ideas efficiently.

Core Features & Use Cases

  • Quantitative Screens: Applies various screens for value, growth, quality, and short ideas based on financial metrics.
  • Thematic Research: Identifies beneficiaries of specific thematic angles like AI, reshoring, or aging demographics.
  • Idea Presentation: Formulates a presentation for each idea, including metrics, thesis, risks, and suggested next steps.
  • Output Generation: Delivers a shortlist of ideas, screening criteria, comparison table, and prioritized list for further research.

Quick Start

Trigger the idea generation Skill with the command "generate investment ideas for large-cap value stocks in the US".

Frequently Asked Questions about idea-generation

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

FAQPage Schema
How do I generate long and short investment ideas through systematic stock screening?

Generate investment ideas by applying quantitative screens for value, growth, and quality based on financial metrics. The Skill outputs a shortlist of long and short ideas, screening criteria, and a prioritized list for further research.

What is thematic investment research and how does it identify stock beneficiaries?

Thematic research identifies investment ideas by analyzing specific trends like AI, reshoring, or aging demographics. It formulates a presentation for each idea, detailing the financial metrics, investment thesis, risks, and suggested next steps.

Can I use quantitative screens to find large-cap value stocks in the US market?

Yes, you can trigger quantitative screens for large-cap value stocks by specifying the market and style in your command. The Skill applies financial metric filters to deliver a comparison table of matching stocks for systematic selection.

What financial metrics are needed to screen for value, growth, and quality stocks?

Screening for value, growth, and quality requires analysis of underlying financial metrics to evaluate company performance. The Skill applies these quantitative filters to identify suitable long and short investment ideas and outputs a prioritized shortlist.

What is the best way to source new investment ideas efficiently for financial analysis?

Systematic idea generation combines quantitative stock screening with thematic research to efficiently source new investment ideas. This approach delivers a formulated presentation for each idea, including metrics, thesis, risks, and next steps for analysts.

What output format does the idea generation process provide for comparing investment ideas?

The idea generation process outputs a shortlist of ideas, screening criteria, and a comparison table. It also delivers a prioritized list for further research, with each idea containing metrics, thesis, risks, and suggested next steps.