Advanced AI Equity Research Skills with Agentii Intelligence

Advanced AI Equity Research Skills with Agentii Intelligence

The Advanced AI Equity Research Skills package enhances AI agent capabilities by integrating sophisticated institutional-grade equity research functions. Designed for use with AI coding agents such as Claude Code, Cursor, and Codex, this package includes 31 Claude-type skills spread across five key verticals: equity-research-core, business-intelligence, industry-analysis, models-and-pitches, and quantitative-analysis. It is powered by agentii.ai's SEC filing data plane, which encompasses a decade of filings, XBRL financials, earnings calendars, and company profiles for over 1,146 US public equity tickers.

What this skill does

• Implements a three-layer retrieval protocol for effective document handling: Document Discovery, Page Map, and Deep Read, with a deep-outline escalation for increased token efficiency (~99%).
• Facilitates server-side parallel multi-period search using the search_cross_period function, streamlining data analysis across multiple time frames.
• Offers a complete Excel and PowerPoint generation pipeline, featuring a three-tier office backend support system for enhanced document generation and manipulation.

Who it is for

This skill package is ideal for developers and AI teams leveraging platforms like Claude Code, Cursor, and Codex who require advanced, reliable capabilities for performing comprehensive equity research and analysis.

Use cases

• Enhance AI-driven financial analysis by producing detailed equity research reports for institutional clients.
• Streamline the creation of market intelligence presentations with integrated Excel and PowerPoint capabilities.
• Support quantitative analysts in performing in-depth multi-period data evaluations efficiently.

Technical details

• Utilizes agent-skills and aiapplication tools to empower AI agent operations.
• Employs agentii-investment-intelligence to harness data from the SEC filing data plane.
• Compatible with AI agent platforms such as Claude Code, Cursor, and Codex.

This provides general workflow assistance only and is not legal, tax, accounting or financial advice.

Source & Licence

This package is built on open-source work published by agentii-ai (agentii-ai/agentii-investment-intelligence) and distributed under Apache-2.0. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted under the Apache License 2.0, which also includes an express patent grant. Attribution and any NOTICE file must be retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.