investment-research

Organize source-backed stock and ETF research with cited primary materials.

28|2|Updated Feb 5, 2026
One-click install
npx skills add https://github.com/labs21-dev/agents-stack --skill investment-research-labs21-dev
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-research
Source: https://github.com/labs21-dev/agents-stack/tree/main/skills-optional/using-research/investment-research
Command: npx skills add https://github.com/labs21-dev/agents-stack --skill investment-research-labs21-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Surface and organize source-backed research for stock, ETF, thesis, and portfolio questions to improve decision quality with verifiable evidence.

Core Features & Use Cases

  • Source-driven evaluation: anchors conclusions to primary materials such as filings, investor decks, and official disclosures.
  • Structured workflow: supports Find, Think, Imitate, and Analyze modes with consistent outputs.
  • Use Case: compile evidence, counterpoints, and valuation anchors with citations to evaluate a thesis.

Quick Start

Provide a focused research question and request a literature-backed analysis with cited sources.

Frequently Asked Questions about investment-research

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

FAQPage Schema
How do I find source-backed investment research for stock evaluation?

Source-backed investment research anchors stock evaluation conclusions to primary materials like filings and investor decks. It enforces strict source routing and date discipline to generate verifiable, evidence-based insights for decision-making.

Can I use primary materials like official disclosures to verify an ETF thesis?

Yes, you can use primary materials like official disclosures to verify an ETF thesis. The research framework surfaces and organizes evidence, counterpoints, and valuation anchors with consistent citations to evaluate portfolio questions.

What is the best way to structure due diligence for portfolio questions?

The best way to structure due diligence for portfolio questions is applying a structured workflow across Find, Think, Imitate, and Analyze modes. This generates focused outputs with consistent citation conventions for reproducibility and auditability.

How does source routing improve investment analysis reproducibility?

Source routing improves investment analysis reproducibility by enforcing strict date discipline and consistent citation conventions. Anchoring conclusions to primary materials ensures that evidence-based insights can be traced back to original filings and disclosures.

When do I need strict citation conventions for stock and ETF research?

You need strict citation conventions for stock and ETF research when evaluating a thesis requires auditability. Enforcing source routing and date discipline ensures that conclusions drawn from filings and investor decks remain verifiable and reproducible.