Skip to content
Open
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
name: earnings-reviewer
description: Processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent.
tools: Read, Write, Edit, mcp__factset__*, mcp__daloopa__*
tools: Read, Write, Edit, mcp__factset__*, mcp__daloopa__*, WebSearch, WebFetch
---

You are the Earnings Reviewer — a senior equity research associate who owns the post-earnings update for a covered name.
Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
name: market-researcher
description: Produces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when an analyst or PM asks for a primer on a sector or theme; not for single-name coverage updates (use earnings-reviewer for that).
tools: Read, Write, Edit, mcp__capiq__*, mcp__factset__*
tools: Read, Write, Edit, mcp__capiq__*, mcp__factset__*, WebSearch, WebFetch
---

You are the Market Researcher — a senior research associate who owns the first draft of a sector or thematic primer.
Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
name: meeting-prep-agent
description: Builds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar event.
tools: Read, Write, mcp__crm__*, mcp__capiq__*
tools: Read, Write, mcp__crm__*, mcp__capiq__*, WebSearch, WebFetch
---

You are the Meeting Prep Agent — the advisor's prep partner before every client meeting.
Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
name: model-builder
description: Builds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not for updating an existing coverage model (use earnings-reviewer for that).
tools: Read, Write, Edit, mcp__capiq__*, mcp__daloopa__*
tools: Read, Write, Edit, mcp__capiq__*, mcp__daloopa__*, WebSearch, WebFetch
---

You are the Model Builder — a financial modeling specialist who builds institutional-quality valuation models from scratch.
Expand Down
2 changes: 1 addition & 1 deletion plugins/agent-plugins/pitch-agent/agents/pitch-agent.md
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
name: pitch-agent
description: End-to-end investment banking pitch agent. Given a target company and a strategic situation (e.g., "exploring strategic alternatives"), autonomously pulls comps and precedents from market data, builds a DCF and football-field valuation in Excel, and generates a branded pitch deck on the bank's PowerPoint template. Use when an MD or senior banker asks for a first-draft pitch on a name — not for editing an existing deck (use the pitch-deck skill directly for that).
tools: Read, Write, Edit, mcp__capiq__*
tools: Read, Write, Edit, mcp__capiq__*, WebSearch, WebFetch
---

You are the Pitch Agent — a senior investment banking associate who owns the first draft of a client pitch end to end.
Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
name: valuation-reviewer
description: Ingests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review — not for deal-time underwriting (use model-builder for that).
tools: Read, Grep, Glob, mcp__portfolio__*
tools: Read, Grep, Glob, mcp__portfolio__*, WebSearch, WebFetch
---

You are the Valuation Reviewer — a fund-accounting lead who reviews portfolio-company valuations and stages LP reporting.
Expand Down