yeshelloAB

@yeshelloab source repo

14 skills
0 followers
9 hours ago last updated

▌
Alpha Scanner · yeshelloab bundle
Weekly alpha scan identifying fundamentally sound stocks near 52-week lows and unloved sector opportunities across US (NYSE/NASDAQ) and AU (ASX) markets. Use this skill whenever you need to scan markets for value opportunities at price lows, identify sector rotation plays, or run a structured weekly opportunity sweep. Triggers on: "run the alpha scan", "weekly scan", "weekly opportunity scan", "52-week low scan", "scan for opportunities", "what's near its lows", "find cheap quality stocks", "sector rotation scan", "what sectors are unloved", "AU opportunities this week", "find alpha", "market opportunity scan", "screen for value", "what's cheap right now", "stocks at annual lows", or any request to scan US or AU markets for fundamentally sound stocks trading near price lows. Also invoke when running as a scheduled task with no user context: proceed autonomously in Full Scan mode.

0
installs
▌
Deal Analysis · yeshelloab bundle
Analyses M&A transactions: deal structure, valuation (comps, premium, implied multiples), strategic rationale, synergy assessment, and risk (regulatory, integration, financing). Supports investor and full practitioner (advisory) modes. Use for: analysing a deal, assessing whether an acquisition is fairly priced, evaluating a takeover bid, reviewing synergy claims, determining accretion/dilution, or advising a deal team. Triggers on: "M&A", "acquisition", "merger", "deal", "takeover", "bid", "deal analysis", "is this priced fairly?", "what are the synergies?", "will this be accretive?", "what's the premium?", "comps", "EV/EBITDA", "deal multiples", "we're advising on this", "recommend to the board", "walk-away price", "fairness opinion", "bid strategy", or any corporate transaction request. Use this skill for deal situations

0
installs
▌
Red Team Mode · yeshelloab
Runs an adversarial stress-test on any analysis, thesis, plan, or conclusion: exposing weak assumptions, constructing counter-arguments, and determining whether conviction is genuinely earned. Use whenever the user says "red-team this", "challenge this", "tear this apart", "steelman the other side", "play devil's advocate", "what could go wrong", "stress-test this", "audit this analysis", "is this thesis defensible", or any variant of wanting adversarial scrutiny applied to a conclusion, plan, or recommendation. Works across domains: equity analysis, market research, business cases, strategic plans, financial models, and product decisions.

0
installs
▌
Thesis Tracker · yeshelloab bundle
Create, update, and review investment theses for portfolio positions and watchlist names. Maintains a structured thesis document per holding with pillars, conviction scoring, catalyst milestones, and a chronological update log. Works with stock-investment-analysis output as the initial thesis seed when a full analysis has already been run. Triggers on: "create thesis for [company]", "set up thesis", "update thesis for [company]", "is my [company] thesis intact", "thesis check", "conviction update", "add data point", "log this against my thesis", "what's the status of my [company] thesis", "seed thesis from my analysis", or any request to formally document, update, or interrogate an investment case for a specific holding or watchlist name.

0
installs
▌
Earnings Preview · yeshelloab
Pre-earnings setup for any listed company ahead of a quarterly, half-year, or full-year result. Builds a structured decision framework: consensus estimates, bull/base/bear scenarios, key metrics to watch, thesis pillar checklist, and historical stock reaction context. Pairs with earnings-analysis (post-print verdict) and thesis-tracker (pillar updates). Covers US (NYSE/NASDAQ) and AU (ASX) markets. Triggers on: "earnings preview", "what should I watch for [company] earnings", "pre-earnings", "earnings setup", "preview Q[X] for [company]", "prepare me for [company] results", "what's consensus for [company]", "[company] reports [date], what do I need to know", "earnings preview for [ticker]", or any request to prepare ahead of an upcoming earnings release.

0
installs
▌
Portfolio Review · yeshelloab bundle
Runs a systematic health check across all current portfolio positions: checking each holding against its thesis, flagging breaches, assessing overall portfolio balance, and producing a prioritised action list. Use whenever the user wants to review their portfolio, check the health of their holdings, do a position review, run a monthly or weekly portfolio check-in, assess which positions need attention, or get a portfolio-level view of where things stand. Triggers on: "portfolio review", "check my portfolio", "how are my positions?", "weekly review", "monthly review", "which stocks need attention?", "what's the state of the portfolio?", "portfolio health check", "run the portfolio", "go through my holdings", "thesis check on all positions", or any request to review multiple holdings at once rather than a single stock. This skill is also the natural choice when the user has just reviewed a stock tracker or spreadsheet and wants to know what to do next. Use it: do not wait for the user to ask explicitly.

0
installs
▌
Values Esg Agent · yeshelloab
Assesses any publicly listed company on values and ESG dimensions: governance & shareholder alignment, stakeholder treatment, ethical conduct, and environmental/sustainability practices. Returns dimension scores and an overall values alignment rating. Use this skill whenever the user asks about a company's ethics, ESG rating, controversies, governance quality, greenwashing, labour practices, environmental footprint, executive pay, insider ownership, stakeholder treatment, or whether they'd be "comfortable holding" a stock. Trigger on any question about company conduct, values alignment, or non-financial behaviour, even if "ESG" isn't mentioned explicitly. Do NOT use for: financial valuation (DCF, undervalued), competitive moat analysis, or combined strategic+values assessments (use stock-orchestrator instead). Management quality questions belong here if framed around ethics or governance; use management-quality-agent if focused on operational execution. When in doubt, use this skill.

0
installs
▌
Catalyst Calendar · yeshelloab
Build and maintain a calendar of upcoming investment catalysts across portfolio positions and watchlist names. Tracks earnings dates, investor days, regulatory decisions, AGMs, dividend ex-dates, and macro events. Links each catalyst to the relevant thesis pillar it will test. Designed for US (NYSE/NASDAQ) and AU (ASX) markets. Triggers on: "catalyst calendar", "what's coming up", "upcoming events", "earnings calendar", "what catalysts do I have", "what's on this week for my portfolio", "catalyst tracker", "what should I be watching", "upcoming events for my positions", "refresh the calendar", or any request to identify or review upcoming events across holdings or watchlist names.

0
installs
▌
Earnings Analysis · yeshelloab bundle
Reviews quarterly earnings releases for any listed company and evaluates whether results confirm, weaken, or breach the existing investment thesis. Use whenever the user wants to review earnings, analyse quarterly results, compare actuals to consensus, update a thesis post-results, or decide what to do with a position after a company reports. Triggers on: "earnings", "quarterly results", "Q1/Q2/Q3/Q4 results", "how did [company] report?", "update the thesis", "earnings beat/miss", "guidance cut", "results season", "post-earnings review", "[ticker] reported today", "did they hit estimates?", "what do the results mean for the thesis?", "should I hold after these numbers?", or any request involving a company's most recent results. If the user mentions a company alongside any results-related language, use this skill immediately: do not ask if they want an earnings analysis, just do it.

0
installs
▌
Stock Orchestrator · yeshelloab
Values-neutral investment orchestrator combining financial fundamentals, competitive moat, management quality, accounting quality, and mechanical/retail dynamics into a single integrated verdict. No ESG or mandate filter applied: chain stock-values-overlay for mandate assessment. Triggers on: holistic requests, complete due diligence, "all the lenses", "full workflow", "run all agents", requests combining moat + management + valuation. Three lenses by default: (A) Fundamentals-only; (B) Base integrated verdict; (C) Risk-tolerant retail with momentum overlay and CONDITIONAL verdict. Suppress Lens C with "skip mechanical dynamics". Do NOT use for single-lens requests: moat-only → strategic-moat-agent; management-only → management-quality-agent; ESG-only → values-esg-agent; valuation/DCF-only → stock-investment-analysis.

0
installs
▌
Strategic Moat Agent · yeshelloab
Use this skill for competitive moat and strategic durability analysis of any listed company or sector. Covers moat type and width, Porter's Five Forces, pricing power, barriers to entry, market position, TAM trajectory, disruption risk, and credible competitive threats. Returns a structured assessment ready for standalone use or multi-agent workflows. Trigger on questions about: competitive advantage, how defensible a business is, whether a company can hold its market position, barriers to entry in an industry, pricing power evidence, who the real competitors are, business model durability, disruption risk, industry dynamics, or strategic positioning. Do NOT use for: valuation or DCF analysis (use stock-investment-analysis), management or CEO quality (use management-quality-agent), ESG or ethics (use values-esg-agent), or full multi-lens stock assessments (use stock-orchestrator).

0
installs
▌
Management Quality Agent · yeshelloab
Use for any question about the people running a company: management quality, CEO track record, capital allocation skill (ROIC vs WACC, M&A history, buybacks), insider ownership and skin in the game, founder-led status, executive compensation and remuneration, insider buying/selling, strategic communication, or how leadership performed under pressure or through a downturn. Invoke whenever the user asks about whether management can be trusted with investor capital, even if framed as a company question rather than a management question explicitly. Do NOT use for moat/competitive advantage analysis, valuation, ESG/ethics assessments, or buy/sell decisions; those belong to other skills.

0
installs
▌
Stock Investment Analysis · yeshelloab bundle
Use this skill for quantitative investment analysis and buy/sell/hold decisions on any stock, ticker, or listed company. Triggers whenever the user wants a valuation, price target, DCF, intrinsic value, mispricing score, or explicit investment recommendation. Use for: "should I buy X", "is X undervalued/overvalued", "what's X worth", "run the numbers on X", "buy/sell/hold on X", "check this stock", comparative pricing ("BHP vs RIO"), or industry screening for value opportunities. This is the numbers-first, valuation-driven skill: not for qualitative assessments of moat, management, ethics, or ESG. If the user mentions a ticker or company name alongside any investment-decision language (buy, sell, hold, undervalued, overvalued, price, DCF, value, worth, returns), use this skill. When in doubt between this and other agents, use this one first.

0
installs
▌
Financial Statement Reader · yeshelloab bundle
Deep analysis of company financial statements: annual reports, 10-Ks, half-year reports: going beyond headline numbers across six lenses: revenue quality, earnings quality, working capital, balance sheet strength, segment dynamics, and capital allocation track record. Use whenever the user wants to analyse company financials, check for accounting red flags, assess earnings or revenue quality, analyse working capital, decompose segments, or build a fundamental picture before or alongside a DCF. Triggers on: "read the annual report", "analyse the financials", "financial statement analysis", "accounting quality", "revenue quality", "earnings quality", "red flags in the accounts", "working capital", "what's in the 10-K", "check the balance sheet", "segment analysis", "cash conversion", "accruals", "Sloan ratio", "is the revenue real?", or any request to go deeper than headline metrics. Do not cite headline EPS alone: use this skill.

0
installs

14 published skills