InvestSkill plugin for Grok Build

Skills (25)

• 10k-digest — Deep-read a 10-K annual report and output a structured markdown digest — abstract, section summaries, key metrics, and sourced references. Output in English or Traditional Chinese.
• bear-case — Build the strongest possible bear case against a stock — a deliberate short-seller red-team that argues why NOT to hold, surfacing counterevidence to any bullish thesis
• catalyst-calendar — Forward-looking catalyst calendar identifying upcoming events and their expected price impact over a 90-day window
• chart-master — Generate professional financial charts in Mermaid, ASCII, or HTML/Chart.js — MA lines, histograms, candlestick, volume, RSI/MACD, and more for markdown reports
• competitor-analysis — Deep competitive moat analysis, market position assessment, and industry dynamics for one company against its direct rivals. To map an industry's supply / value chain and find chokepoints, use industry-map
• dcf-valuation — Discounted Cash Flow (DCF) intrinsic value modeling with sensitivity analysis
• dividend-analysis — Comprehensive capital allocation analysis: dividends, buybacks, M&A, debt management, and FCF deployment
• earnings-call-analysis — Analyze earnings call transcripts for sentiment, key themes, and management tone
• earnings-preview — The before-earnings skill — consensus vs. whisper, 8-quarter beat rate and post-print move distribution, options-implied vs. realized move, what the current price already assumes, the KPIs to watch, and a three-scenario grid (beat-and-raise
• economics-analysis — Analyze US economic indicators and their impact on markets
• etf-analysis — ETF / index-fund due diligence — expense ratio vs. category, tracking difference, liquidity, holdings concentration and tilt, overlap with your other positions, distribution and capital-gains history, structure warnings, and an ETF-vs-top-h
• fact-check — Claim-level verification of any report or data set — extract every figure and factual claim, check each against a primary source (SEC filing, company IR, FRED, exchange data, or the user's own document), recompute derived numbers, mark ✅ ve
• financial-report-analyst — Analyze company financial reports (10-K, 10-Q, annual reports) and extract actionable investment insights — statement quality, red flags, and a signal. For a structured section-by-section summary document of a 10-K rather than an investment
• full-report — Run InvestSkill analysis modules on a stock at configurable depth and compile a professional HTML report saved to the output/ directory
• fundamental-analysis — Deep fundamental analysis of US stocks using financial statements
• industry-map — Map an industry's supply / value chain as a directed graph — upstream to downstream — to locate a company's position, find chokepoints and margin pools, and surface second-order investment ideas
• insider-trading — Track and analyze insider buying/selling activity from SEC Form 4 filings
• institutional-ownership — Track changes in institutional holdings and identify smart money moves from 13F filings
• learning-coach — Explains any InvestSkill output like a mentor — every metric in plain words, why it matters, its good / bad range, and the lesson that teaches it — then asks 3–5 Socratic questions and "what would change your mind?". --level beginner / inte
• options-analysis — Analyze options Greeks, implied volatility, and strategy selection for US stocks
• portfolio-review — Review and analyze investment portfolio performance and allocation
• position-ladder — Plan a staged position — entry ladder, share-count floor/ceiling, and the trim/re-add cycle that lowers average cost — with lot accounting, wash-sale checks, total-return honesty, and a thesis-break exit gate
• report-generator — Generate professional HTML/PDF investment reports with interactive visualizations
• research-bundle — Deprecated — use full-report instead. Chained multiple analysis skills into a unified investment thesis; superseded by full-report's configurable --depth and HTML output.
• result-validator — Validate investment analysis results and score confidence across data quality, methodology, and signal consistency