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long-short-pitch

Generate structured public equity trade pitches with scenario analysis and action discipline.

8|12|Updated Sep 19, 2025
Search Tags:#portfolio management#scenario analysis#investment thesis#public equity#trade pitch#variant perception#risk reward
One-click install
npx skills add https://github.com/xpert-ai/xpert-plugins --skill long-short-pitch-xpert-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: long-short-pitch
Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/roles/financial-markets/skills/long-short-pitch
Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill long-short-pitch-xpert-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill eliminates the manual effort of building structured, discipline-driven public equity trade pitches for portfolio managers, ensuring all critical investment components (variant perception, catalyst paths, risk/reward, exit rules) are included and consistent with PM standards.

Core Features & Use Cases

  • Full Pitch Generation: Builds end-to-end long, short, pair, relative-value, and event-driven public equity trade pitches with scenario analysis, action discipline, and PM-native framing.
  • Sparse Context Support: Turns incomplete company or thesis information into provisional, screen-grade investment stances with explicit missing data requests and conviction upgrade criteria.
  • Partial Request Handling: Answers specific pitch sections (e.g., variant perception, cover rules, sizing logic) with trade implications and next steps without forcing a full pitch spine.
  • Use Case: A hedge fund analyst can use this Skill to turn a rough short idea for a SaaS company into a full pitch with borrow/carry checks, scenario targets, and cover triggers in minutes.

Quick Start

Ask the long-short-pitch skill to build a full PM-facing short pitch for [TICKER] including variant perception, borrow/carry checks, scenario targets, and cover rules.

Frequently Asked Questions about long-short-pitch

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

FAQPage Schema
How do I build a public equity trade pitch with variant perception and scenario analysis?▼

To build a public equity trade pitch, you generate structured investment theses that map catalyst paths, define scenario expected-value math, and articulate variant perception for portfolio managers. This creates actionable long, short, or pair trade recommendations with PM-native framing.

Can I generate a short pitch if I only have sparse context or incomplete company information?▼

Yes, you can generate short pitches with sparse context. The process turns incomplete thesis information into provisional, screen-grade investment stances while explicitly requesting missing data and outlining conviction upgrade criteria.

Does portfolio management pitch generation support partial section requests like cover rules and sizing logic?▼

Yes, portfolio management pitch generation supports partial requests. You can extract specific sections like cover rules, sizing logic, or borrow checks with trade implications without needing to generate the full pitch spine.

What is the best way to structure risk reward analysis and exit discipline for an equity short pitch?▼

The best way to structure risk reward analysis is to map catalyst paths, calculate scenario expected-values, and establish add, trim, exit, and cover rules. This ensures the equity short pitch maintains consistent action discipline.

Can I use this for relative-value and event-driven public equity investment workflows?▼

Yes, you can use this for relative-value and event-driven public equity workflows. The pitch generation applies to long, short, pair, and event-driven strategies, mapping trade expressions and catalyst paths for each.

What are the limitations of building a trade pitch from sparse company data?▼

When building a trade pitch from sparse company data, the output remains a provisional, screen-grade investment stance rather than a full pitch. You must supply the explicitly requested missing data to upgrade conviction and finalize the trade recommendation.

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