Data Science & ML Agent Skills

Statistics Fundamentals

Applies essential statistical methods to financial data for risk analysis, portfolio construction, and factor modeling.

Portfolio Diversification & Risk Analysis

Constructs and analyzes diversified investment portfolios using correlation matrices, efficient frontier modeling, and factor-based risk attribution.

Currencies and FX Analysis

Analyzes currency markets, calculates exchange rate mechanics, and implements FX risk management strategies for international investment portfolios.

Historical Risk Analysis

Calculates realized investment risk using historical data through volatility estimators, drawdown analysis, and downside metrics.

Equity Analysis & Portfolio Construction

Analyzes equity securities, valuation models, and portfolio construction techniques for financial research and investment management.

Investment Fund Vehicles Analysis

Analyzes and compares investment vehicles like ETFs, mutual funds, and SMAs to optimize for costs, tax efficiency, and tracking performance.

OpenAI API Integration

Integrates OpenAI's full suite of models including GPT-4o, DALL-E, and Whisper directly into your terminal via curl.

Quantitative Valuation

Estimates the intrinsic value of stocks and companies using discounted cash flow, dividend discount models, and comparable multiples.

Performance Attribution

Decomposes portfolio returns into actionable components like allocation, selection, and factor exposures to identify specific value drivers.

Fixed Income Structured Products

Analyzes and models structured fixed income products including MBS, ABS, and CLOs with a focus on prepayment risk and waterfall mechanics.

Tax-Efficient Investing Strategy

Optimizes investment portfolios for maximum after-tax returns using strategic asset location, loss harvesting, and withdrawal sequencing.

Forward Risk Analysis

Estimates potential future portfolio losses using Value-at-Risk (VaR), Monte Carlo simulations, and stress testing scenarios.

Corporate Fixed Income Analysis

Analyzes corporate bonds, credit instruments, and debt structures to evaluate risk and yield metrics.

Sovereign Fixed Income Analysis

Analyzes government bonds, US Treasuries, and sovereign debt through advanced yield curve modeling and interest rate risk analytics.

RAG Implementation Guide

Implements production-ready Retrieval-Augmented Generation (RAG) systems with optimized vector storage, chunking, and retrieval patterns.

Real Estate & Infrastructure Investment Analysis

Analyzes real estate and infrastructure investments using industry-standard valuation metrics like Cap Rates, NOI, FFO, and AFFO.

Bet Sizing & Capital Allocation

Calculates optimal position sizes and capital allocation strategies using quantitative frameworks like the Kelly Criterion and risk budgeting.

Commodity Market Analysis

Analyzes commodity markets, futures curve dynamics, and roll yield mechanics to evaluate investment strategies and inflation hedges.

Lending & Mortgage Analysis

Analyzes lending products and mortgage options with advanced amortization schedules and qualification assessments.

Financial Return Calculations

Computes and analyzes complex investment performance metrics including TWR, MWR, CAGR, and annualized returns.

Alternative Investment Analysis

Analyzes and evaluates alternative investments including hedge funds, private equity, and venture capital using industry-standard metrics and frameworks.

Pandas Data Optimizer

Optimizes Python data processing using production-grade pandas patterns for large-scale DataFrame manipulation and memory efficiency.

Data Validation & Pipeline Helpers

Standardizes data quality across ETL pipelines with custom validation patterns, schema evolution, and automated test assertions.

Cohort Analysis

Analyzes user retention and behavioral patterns over time to optimize customer lifecycle and lifetime value.

CSV Wrangler

Cleans and processes malformed or messy CSV files using automated detection of encodings, delimiters, and data types.

Digital Asset Analysis

Analyzes cryptocurrency fundamentals, DeFi protocols, and blockchain metrics to provide deep insights into the digital asset ecosystem.

Question Creator

Generates standardized benchmark test cases for the CAC evaluation system across code, math, logic, and comprehensive categories.

Hugging Face Transformers Best Practices

Implements best practices for Hugging Face Transformers including model loading, fine-tuning, and inference optimization.

Params Proto Declarative ML Management

Streamlines machine learning experiment configuration using declarative decorators and automatic CLI generation.

Colormaps & Visual Styling

Master color management and accessible visual styling using perceptually uniform Colorcet palettes for scientific data visualizations.