About this skill

Problem

US equity and dollar-asset research is scattered across financial statements, 13F filings, COT positions, macro prints, SEC disclosures, and federal grant signals. Teams that stitch these sources by hand can miss institutional rebalancing, fiscal liquidity changes, insider trading, and filing events, and turning cross-referenced public data into review-ready conclusions is cumbersome.

How It Works

Dynamic playbook lookup: reads GET /api/playbook buddies[] at runtime instead of hard-coding template_id.
Semantic buddy selection: delegates to cue-research matching, separates the user’s subject from the goal, and confirms up to two weak-hit candidates.
Explicit credit confirmation: prompts that the run consumes credits and waits for approval.
Deep research execution: calls research_run.py --query ... --template-id ... and checks RESULT ok|empty.
Sourced output: keeps clickable source links; marks dimensions with insufficient public data instead of inventing content.

Boundaries

Covers public data only and does not replace due diligence, legal review, or underwriting.
If the scene is absent from playbook, report it as unavailable; on empty, suggest another subject or buddy.
If intent spans multiple buddies or matching is weak, ask the user to choose rather than deciding unilaterally.

Screenshots

Use Cases

Before an investment committee review, assemble disclosures, financials, insider trading, and government order exposure into sourced due diligence notes.
Track latest 13F holdings for Berkshire, Bridgewater, and other institutions to identify concentrated positions and quarterly rebalancing.
Assess US inflation, labor, and fiscal liquidity inflection points to support position and cash strategy decisions.
Monitor 8-K, Form 4, and S-1 filings for a US equity watchlist to surface material event signals.

Best For

Equity analysts who need weekly US stock and institutional holding updates with source links.
Asset management traders who track 13F, COT, and macro liquidity to judge crowding and marginal changes.
Risk/compliance staff who monitor SEC filings, insider trading, and material 8-K signals.
Industry researchers who map US sector footprint, federal orders, and research grant directions.

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