#equity-research

Autonomous Tier-1 Equity Research & DCF Financial Modeling Agent. Produces 10-tab institutional Excel models, 16-page PDF initiation reports, and multi-model valuation.

A full-stack equity research platform pairing retrieval-augmented filing analysis with a deterministic quantitative engine — cited document Q&A, DCF valuation, ratio diagnostics, peer benchmarking, sentiment, and portfolio analytics. Built with FastAPI, React, and PostgreSQL/pgvector.

Four AI skills that split an investment committee into roles: analyst, risk officer, macro analyst, portfolio manager. Works with any LLM.

TSA-throughput nowcast of US airline traffic (RPMs). OOS-validated for domestic carriers (LUV/JBLU r~0.93-0.97); a consumer L/S subsector reader with a quality gate.

Claude skill: read a 10-K and its earnings call transcript side-by-side, then produce an analyst memo with TL;DR, highlights, gap analysis (what the 10-K flagged but the call ducked), and follow-up questions.

Theme-driven small-cap deep-dive Claude Code skill: enumerate a theme's small-cap universe from SEC filings, mechanically de-risk (going-concern / death-spiral / material-weakness), then run disciplined, falsifiable due diligence with forced disconfirmation and base-rate priors. Discipline as moat, not a stock picker.

美股投研局：GPT-6 Astra / Codex 专用的机构级美股研究 Skill Stack，覆盖财报、同业、DCF、反向 DCF 与 point-in-time 证据纪律。