investment-research-prompts

Route investment research requests to eight analysis templates with structured outputs.

Updated Mar 3, 2026
One-click install
npx skills add https://github.com/TimLai666/skills --skill investment-research-prompts
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-research-prompts
Source: https://github.com/TimLai666/skills/tree/main/investment-research-prompts
Command: npx skills add https://github.com/TimLai666/skills --skill investment-research-prompts

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines investment research by routing user requests to the appropriate analysis templates and frameworks, reducing manual prompt crafting and ensuring consistent outputs.

Core Features & Use Cases

  • Route prompts to one of eight investment research scenarios (stock screening, portfolio risk review, dividend blueprint, pre-earnings brief, industry competition report, DCF valuation memo, technical analysis, and trend and anomaly memo).
  • Provide access to a centralized reference prompt library for templates and guidance.
  • Validate required inputs before generating outputs and return structured results that align with professional formats.
  • Serve as a discovery entry point for finance-focused analysts and researchers to quickly activate the correct workflow.

Quick Start

Provide your investment task and required inputs, and I will route it to the correct research scenario using the built-in templates.

Frequently Asked Questions about investment-research-prompts

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

FAQPage Schema
How do I route investment research requests to the correct analysis template?

To route investment research requests, the Skill matches your task to one of eight analysis templates, enforcing input gating and structured output formats for consistent results.

Can I generate a DCF valuation memo using a standardized research framework?

Yes, you can generate a DCF valuation memo. The Skill routes your request to the DCF template, leveraging a centralized reference prompt library to produce consistent valuation outputs.

What investment research scenarios are supported by this prompt routing system?

The prompt routing system supports eight scenarios: stock screening, portfolio risk review, dividend blueprint, pre-earnings brief, industry competition report, DCF valuation memo, technical analysis, and trend/anomaly memo.

How do I validate inputs before running a stock screening analysis?

The Skill enforces input gating to validate required inputs before generating outputs. You must provide your investment task and necessary data to trigger the stock screening template successfully.

What is the best way to get structured outputs for a pre-earnings brief?

The best way to get structured outputs is using the built-in template routing. The Skill directs your pre-earnings brief request to the appropriate framework, returning results aligned with professional formats.