daringanitch
- 17 skills
- 0 followers
- 6 hours ago last updated
- ▌ Etf Screen · daringanitchETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.
- ▌ Etf Sector · daringanitchFind and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.
- ▌ Stock Moat · daringanitchCompetitive moat analysis for a stock. Use when the user asks about competitive advantage, moat, defensibility, pricing power, or how a company protects its market position.
- ▌ Etf Compare · daringanitchSide-by-side ETF comparison. Use when the user wants to compare two or more ETFs, decide between ETFs covering the same space, or understand the difference between similar funds.
- ▌ Stock Filing · daringanitchDeep dive analysis of a 10-K or 10-Q SEC filing. Use when the user shares or pastes a filing, asks about an annual report, quarterly report, or wants to know what changed in a filing.
- ▌ Stock Screen · daringanitchInitial company screen for a stock or ticker. Use when the user asks for an overview, first look, or initial screen on a company or ticker symbol.
- ▌ Stock Sector · daringanitchSector and macro context for an industry or stock. Use when the user asks about a sector, industry dynamics, macro tailwinds, competitive landscape, or market structure.
- ▌ Stock Thesis · daringanitchInvestment thesis builder for a stock. Use when the user asks to build a thesis, write up an investment case, outline bull/bear cases, or identify catalysts for a stock.
- ▌ Etf Portfolio · daringanitchPortfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.
- ▌ Stock Analyst · daringanitchMaster stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.
- ▌ Stock Monitor · daringanitchPosition monitoring framework for a stock I own. Use when the user says they own a stock and wants to know what to track, when to sell, or how to monitor their position.
- ▌ Stock Earnings · daringanitchEarnings review for a stock. Use when the user mentions earnings, a quarterly report, or asks to review results for a company.
- ▌ Stock Portfolio · daringanitchPortfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health.
- ▌ Stock Red Flags · daringanitchRed flag checklist for a stock. Use when the user asks about risks, warning signs, accounting concerns, governance issues, or whether something looks suspicious about a company.
- ▌ Stock Valuation · daringanitchValuation framework for a stock. Use when the user asks about valuation, fair value, price target, DCF, or whether a stock is cheap or expensive.
- ▌ Stock Management · daringanitchManagement quality scorecard for a stock. Use when the user asks about management, CEO, capital allocation, leadership quality, or insider ownership.
- ▌ Stock Balance Sheet · daringanitchBalance sheet stress test for a stock. Use when the user asks about debt, leverage, liquidity, financial health, or whether a company can survive a downturn.