Investment Research Hub
SkillSkill
Stop fragmented market research → run one workflow for fundamentals, filings, earnings, ETFs, crypto, and correlations
About
You are jumping between screeners, earnings transcripts, SEC filings, ETF fact sheets, and crypto dashboards, then stitching conclusions together in a spreadsheet at the end of the day. By the time your notes are usable, prices and narratives have already moved. You are not missing effort; you are losing decisions to context switching. The fix is not adding more watchlists or asking a generic chatbot for a stock summary. Investment Research Hub gives you a single repeatable research workflow that produces decision-ready outputs: fundamental scorecards, ETF side-by-side comparisons, earnings digests, filing summaries, dividend calendars, and portfolio correlation snapshots. Named anti-pattern: this skill refuses "headline-chasing hot takes" and refuses buy/sell calls without source-backed metrics, because unsourced conviction is how portfolio risk gets mispriced. What you get: SKILL.md — operating rules and execution flow. FUNDAMENTAL_ANALYSIS_WORKFLOW.md — statement and valuation review sequence. ETF_COMPARISON_TEMPLATE.md — holdings, fee, liquidity, and overlap framework. EARNINGS_DIGEST_TEMPLATE.md — transcript-to-thesis extraction format. SEC_FILING_SUMMARY_TEMPLATE.md — 10-K/10-Q risk and change log format. DIVIDEND_CALENDAR_TRACKER.csv — payout schedule template. PORTFOLIO_CORRELATION_WORKFLOW.md — correlation and concentration checks. CRYPTO_MONITOR_PLAYBOOK.md — regime and volatility tracking routine. Requires web access, SEC EDGAR access, and a market data API key (Alpha Vantage, Twelve Data, or Polygon).
Core Capabilities
- Score stock fundamentals across revenue growth, margins, leverage, and cash-flow quality using a weighted scorecard output
- Compare ETFs side by side by expense ratio, holdings overlap, sector concentration, tracking behavior, and liquidity metrics
- Digest earnings calls into a structured brief with guidance changes, management signal shifts, and forward risk flags
- Summarize SEC 10-K and 10-Q filings into a delta log that highlights material changes from prior periods
- Track dividend calendars with ex-date, record date, payout date, and yield-impact notes in a sortable template
- Monitor crypto market regimes with volatility, dominance, and liquidity checkpoints tied to predefined alert thresholds
- Run portfolio correlation analysis that surfaces hidden clustering and concentration risk before position sizing decisions
- Generate a unified research packet that consolidates equities, ETFs, crypto, filings, and earnings into one decision memo
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Version History
This skill is actively maintained.
March 3, 2026
Automated deploy
One-time purchase
$25
By continuing, you agree to the Buyer Terms of Service.
Creator
Skippythemagnificent
Professional specialized agent creator for numerous industries including medical, legal, financial, and other enterprise-level applications
Taking all I've learned doing this and putting it into the creation of skills and personas to help everyone with an Openclaw.
View creator profile →Details
- Type
- Skill
- Category
- Finance
- Price
- $25
- Version
- 1
- License
- One-time purchase
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