Build Dashboard
Build source-backed analytical dashboards that help teams monitor performance, explore drivers, and act on product or business metrics. Use when the user needs a dashboard, scorecard, monitoring view, BI dashboard, MCP artifact dashboard, or Streamlit dashboard with clear metrics, filters, validation, and handoff.
Long Short Pitch
Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.
Market Sizing
Estimate a market or opportunity size, such as TAM/SAM/SOM, by defining scope, choosing a sizing model, checking connected context and public sources, and presenting transparent assumptions, sensitivity, uncertainty, and validation priorities. Use for market or opportunity sizing; not for KPI reporting or metric diagnostics.
Visualize Data
Design, specify, implement, revise, and QA quantitative visuals and chart choices. Use when an analytical answer needs visual judgment; for example comparing values, showing how a total breaks apart, reading concentration in a ranking, or understanding movement over time. This may mean rendering a chart for a report or dashboard, or simply choosing, rendering and QAing the right chart form for an…
Get Context
Mandatory design-brief gate for Product Design build and design workflows. Use before ideation, prototyping, image-to-code builds, redesigns, or product UI work to clarify missing product, visual, and interactivity context or play back the supplied brief before proceeding.
Management Consultant
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Share
Share a runnable prototype using the user's preferred deployment tool.
Design Kpis
Design KPI frameworks, set targets, and develop measurement plans that help teams make product or business decisions. Use when success metrics, drivers, guardrails, targets, or measurement approach need to be defined or improved. Use $metric-diagnostics when the task is to explain why an existing metric moved.
Deck Report Qc
Use when running first-pass QC on Public Equity Investing decks or reports. Do not use as external-circulation certification.
Thesis Tracker
Use when building or updating Public Equity Investing thesis trackers. Do not use for generic news summaries, trade pitches, or first-pass memos.
Model Audit Tieout
Use when auditing existing Public Equity Investing models or spreadsheets. Do not use to build a new model from scratch.
Ideate
Generate image-based visual alternatives, remixes, or concept directions after Product Design get-context has confirmed the design brief. Use when the user asks for design variants, visual exploration, remixes, or image-generated approaches from provided context.
Audit
Audit or critique a product flow, journey, workflow, funnel, onboarding path, checkout path, settings path, screen, or multi-step product experience by capturing screenshots first, placing them in Figma or a local folder, then reporting UX, design, and accessibility findings from that evidence. Use when the user asks to audit, critique, review, inspect, assess, or evaluate a product experience.
Analyze Data Quality
Assess whether tables, query results, files, or dataframes are trustworthy enough for analysis, modeling, dashboards, experiments, or pipelines. Use for grain, freshness, nulls, duplicates, schema drift, broken joins, referential integrity, distribution shifts, leakage, backfills, source mismatches, automated quality checks, and data-quality regressions.
Idea Generation
Use when triaging public-equity idea candidates. Do not use for final trade recommendations, pitches, memos, or models.
Portfolio Risk Management
Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.
Design Qa
Internal prototype QA helper. Use only after a Product Design prototype, URL-to-code build, or image-to-code build has a source visual target and a rendered implementation to compare before handoff. Do not use for broad UX critique, design critique, product audits, or flow reviews; route those user-facing requests to audit.
Company Tearsheet
Use when creating source-backed public issuer tearsheets. Do not use for private diligence, fund diligence, vendors, or market maps.
Memo Builder
Use when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.
Report To Google Slides
Narrow conversion skill. Invoke only when the user explicitly asks to convert an existing HTML analytics report into a native Google Slides deck.
Equity Model Update
Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.
Three Statement Model Builder
Use when building public-equity three-statement operating model workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits.
User Context
Start onboarding, initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use when the user explicitly asks to get started, orient, or manage Public Equity Investing saved preferences, source pointers, context storage, or recurring automation.
Product Business Analysis
Analyze product or business data to inform decisions with focused quantitative work, decision-relevant context, measurable opportunities, and a clear recommendation. Use when the user needs data-backed evidence to choose a direction, prioritize an opportunity, evaluate a change, understand implications, or decide what to do next; not for routine KPI reporting, metric diagnostics, or dashboard bui…
Event Driven Analyzer
Use when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Do not use for generic catalyst lists, risk sizing, hedges, capital structure, covenants, or credit recovery.
Financials Normalizer
Use when normalizing public-company financials from source materials. Do not use for private data rooms or non-financial cleanup.
Earnings Preview
Use when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Do not use after results or for short summaries unless the user explicitly asks for a summary/short version.
Earnings Deep Dive
Use when analyzing public-company earnings after results, guidance, transcript, or call commentary. Do not use for pre-print previews.
Report To Pdf
Narrow conversion skill. Invoke only when the user explicitly asks to convert an existing Data Analytics report, dashboard, or inline chart export into a PDF artifact.
Research
Run fast, source-grounded UX research on the highest-signal problems users are experiencing with a user-specified digital product. Use when the user asks to research user pain, UX friction, onboarding issues, docs/help problems, developer experience friction, support pain, product workflow issues, or current user complaints for a named product.
Build Report
Build polished analytical reports for executive, product, business, and technical audiences, and act as the completion contract for Data Analytics report runs. Use when the final artifact needs an answer-first narrative, evidence-backed findings, charts/tables, caveats, source metadata, and either an MCP app report or an HTML report with Seaborn-generated charts.
Meeting Prep
Use when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.
Public Equity Investing
Route Public Equity Investing only when explicitly named or tagged, or for an unmistakable listed-equity investor workflow tied to a public security, such as earnings investment work, a long/short thesis, public-equity valuation or model update, catalysts, or position sizing. Do not use for generic company research, reports, documents, models, valuation, or share-price questions.
Economic Impact Report
Use when translating a specific event, policy change, macro shock, or industry development into public-equity issuer, sector, earnings, valuation, positioning, and portfolio implications. Do not use for standalone macro strategy, rates, FX, credit, futures, or generic market commentary.
Scenario Sensitivity Generator
Use when turning a public-equity base case, model, thesis, event, or catalyst into scenario skew, sensitivity, breakpoint, and PM action-threshold analysis. Do not use for first-pass model builds, credit-security valuation, or generic planning.
Report To Google Doc
Narrow conversion skill. Invoke only when the user explicitly asks to convert an existing local or blob-hosted HTML analytics report into a Google Doc, DOCX, or shareable document.
Image To Code
Implement a selected image, screenshot, mockup, or Image Gen reference as a faithful responsive frontend after Product Design get-context has confirmed the design brief.
Index
Use to discover specific skills for the Product Design plugin, when it is at-mentioned directly, or for any mentions of potentially relevant work, including: UX research; product, screen, or flow audits; visual ideation; app or interface design, redesign, cloning, prototyping, or implementation from ideas, URLs, images, Figma, or code; design QA; and prototype sharing or deployment.
Validate Data
QA an analysis before sharing: review methodology, metric definitions, SQL/query logic, calculation checks, chart integrity, bias risks, caveats, reproducibility, and whether conclusions are supported by evidence. Use when reviewing a report, notebook, spreadsheet, SQL query/results, dashboard, chart, recommendation, or stakeholder-ready analysis before presentation or publication.
Kpi Reporting
Produce leadership-ready KPI updates, scorecards, WBR/MBR/QBR summaries, target and pacing readouts, operating status narratives, and performance updates for known KPIs. Use when the work is to define KPI reporting context, validate metric definitions, present actuals versus comparison or plan, summarize validated drivers, and state implications or next actions.
Dcf Model Builder
Use when building public-equity DCF valuation workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits; use model-audit-tieout.
Comps Valuation
Produce Public Equity Investing comparable-company valuation in report or workbook mode. Use for peer selection, multiple analysis, valuation read-throughs, implied prices, comps dashboards, Excel or Sheets comps, refreshable peer tables, model updates, and comps workbook QA. Do not use for DCF-only, credit-security, or generic market commentary requests.
Initiating Coverage
Use when building public-equity-investing initiating coverage reports. Do not use for trade pitches, memos, earnings notes, models, or tearsheets.
Catalyst Calendar
Use when building public-equity-investing catalyst calendars. Do not use for full event underwriting; use event-driven-analyzer.
Spreadsheets
Use this skill when a user requests to create, modify, analyze, visualize, or work with spreadsheet files (`.xlsx`, `.xls`, `.csv`, `.tsv`) or Google Sheets-targeted spreadsheet artifacts with formulas, formatting, charts, tables, and recalculation.
Gather Business Context
Gather business context from connected or provided sources so downstream analysis starts with the right framing. Use before deeper analysis when an analytical question depends on context the prompt does not provide, for example to understand what a metric means, how the work is defined, what changed recently, or which sources should be checked.
Jupyter Notebooks
Create, scaffold, edit, refactor, and validate Jupyter notebooks (`.ipynb`) for reproducible SQL/Python analysis, experiments, modeling, tutorials, diagnostics, data-quality checks, market-sizing calculations, and report support. Use when the notebook itself is a deliverable, review artifact, runnable analysis companion, or handoff artifact that other people should be able to skim, rerun, or exte…
Metric Diagnostics
Diagnose why a metric changed or differs from expectation by reproducing the metric, choosing the right comparison, validating likely drivers, and producing a calibrated explanation. Use when the user needs to understand what drove a metric movement, anomaly, gap, or discrepancy.
Prototype
Route coded prototype requests after Product Design get-context has confirmed the design brief. Use for building prototypes from URLs, images, mockups, Figma, existing code, or ideas that need visual exploration before build.
Codex Plugins For Claude Code
Unofficial port of openai/role-specific-plugins (Codex plugins) to Claude Code, installable as a plugin marketplace