changhochien
- 154 skills
- 0 followers
- 20 hours ago last updated
- ▌
- ▌ Fsi Command Catalysts · changhochienUse when financial-services work requires view or update the catalyst calendar.
- ▌ Fsi Command One Pager · changhochienUse when financial-services work requires create a one-page company strip profile using branded PPT template.
- ▌ Fsi Command Portfolio · changhochienUse when financial-services work requires review portfolio company performance.
- ▌ Fsi Command Rebalance · changhochienUse when financial-services work requires analyze drift and generate rebalancing trades.
- ▌ Variance Commentary · changhochienUse when financial-services work requires write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting..
- ▌
- ▌ Fsi Command Buyer List · changhochienUse when financial-services work requires build a buyer universe for a sell-side process.
- ▌
- ▌
- ▌
- ▌ Fsi Command Debug Model · changhochienUse when financial-services work requires debug and audit a financial model for errors.
- ▌ Fsi Command Macro Rates · changhochienUse when financial-services work requires build a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads.
- ▌ Fsi Command Screen Deal · changhochienUse when financial-services work requires screen an inbound deal (CIM or teaser).
- ▌
- ▌ Fsi Command AI Readiness · changhochienUse when financial-services work requires scan the portfolio for the highest-leverage AI opportunities.
- ▌ Fsi Command Dd Checklist · changhochienUse when financial-services work requires generate a due diligence checklist.
- ▌ Fsi Command Deal Tracker · changhochienUse when financial-services work requires track and review live deal pipeline.
- ▌ Fsi Command Merger Model · changhochienUse when financial-services work requires build an accretion/dilution merger model.
- ▌ Fsi Command Model Update · changhochienUse when financial-services work requires update a financial model with new data.
- ▌ Fsi Command Morning Note · changhochienUse when financial-services work requires draft a morning meeting note.
- ▌ Fsi Command Ppt Template · changhochienUse when financial-services work requires create a reusable PPT template skill from a PowerPoint template file.
- ▌ Lseg Fx Carry Trade · changhochienUse when financial-services work requires evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX forward curves, assessing carry-to-vol ratios, or evaluating currency pair opportunities..
- ▌ Fsi Command Client Report · changhochienUse when financial-services work requires generate a client performance report.
- ▌ Fsi Command Client Review · changhochienUse when financial-services work requires prep for a client review meeting.
- ▌ Lseg Equity Research · changhochienUse when financial-services work requires generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases..
- ▌
- ▌ Fsi Command Financial Plan · changhochienUse when financial-services work requires build or update a financial plan.
- ▌ Fsi Command Process Letter · changhochienUse when financial-services work requires draft a process letter or bid instructions.
- ▌ Fsi Command Unit Economics · changhochienUse when financial-services work requires analyze unit economics (ARR cohorts, LTV/CAC, retention).
- ▌ Fsi Command Value Creation · changhochienUse when financial-services work requires build a post-acquisition value creation plan.
- ▌
- ▌ Fsi Command Analyze Bond Rv · changhochienUse when financial-services work requires analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing.
- ▌ Fsi Command Research Equity · changhochienUse when financial-services work requires generate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance.
- ▌ Fsi Command Analyze Fx Carry · changhochienUse when financial-services work requires evaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context.
- ▌ Fsi Command Earnings Preview · changhochienUse when financial-services work requires build a pre-earnings preview with scenarios.
- ▌ Lseg Bond Futures Basis · changhochienUse when financial-services work requires analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades..
- ▌ Spglobal Tear Sheet · changhochien bundleUse when financial-services work requires generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies..
- ▌
- ▌
- ▌
- ▌ Fsi Command 3 Statement Model · changhochienUse when financial-services work requires fill out a 3-statement financial model template.
- ▌ Lseg Bond Relative Value · changhochienUse when financial-services work requires perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios..
- ▌ Lseg Macro Rates Monitor · changhochienUse when financial-services work requires build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions..
- ▌ Lseg Option Vol Analysis · changhochienUse when financial-services work requires analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies..
- ▌ Lseg Swap Curve Strategy · changhochienUse when financial-services work requires analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies..
- ▌ Fsi Command Analyze Bond Basis · changhochienUse when financial-services work requires analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment.
- ▌ Fsi Command Analyze Option Vol · changhochienUse when financial-services work requires analyze option volatility with vol surface, Greeks, and implied vs realized vol comparison.
- ▌ Fsi Command Analyze Swap Curve · changhochienUse when financial-services work requires analyze the swap curve with government and inflation overlays to identify curve trade opportunities.
- ▌ Fsi Command Review Fi Portfolio · changhochienUse when financial-services work requires review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis.
- ▌ Fsi Command Competitive Analysis · changhochienUse when financial-services work requires create a competitive landscape analysis.
- ▌ Lseg Fixed Income Portfolio · changhochienUse when financial-services work requires review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition..
- ▌ Spglobal Funding Digest · changhochien bundleUse when financial-services work requires generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links..
- ▌ Spglobal Earnings Preview Beta · changhochien bundleUse when financial-services work requires generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report..