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Skill Catalog

The following built-in skills are active in OMNI.

Market and macro

  • market-data: fast ticker and market context retrieval
  • macro-data: FRED search and macro series analysis
  • upcoming-events: earnings/dividend/split/IPO/economic calendars
  • read-news: Perigon-backed news retrieval and summarization

Company and industry research

  • company-primer: investor-grade company brief
  • industry-primer: market-structure and profit-pool analysis
  • competitors: peer and substitute mapping
  • multi-company-analysis: normalized multi-name comparison

Earnings and estimates

  • earnings-preview: pre-print expectation framing
  • earnings-recap: post-print scorecard and reaction analysis
  • estimate-analysis: consensus/targets/grades interpretation

Portfolio, holdings, and flows

  • watchlists: watchlist creation and maintenance
  • alerts: inbox alert workflows
  • institutional-holdings: 13F ownership intelligence
  • insider-trades: insider transaction trend analysis
  • politician-stock-trades: senate/house disclosure workflows

Valuation and modeling

  • comps: trading comparables workflow
  • dcf: discounted cash flow framework
  • three-statement-model: integrated IS/BS/CF structure
  • profit-and-loss-projection: driver-based P&L forecasting
  • investment-thesis: bull/bear thesis with catalysts and risks

Documents and file analysis

  • pdf: PDF extraction and analysis
  • docx: DOCX extraction and analysis
  • xlsx: spreadsheet extraction and analysis

Platform and meta

  • skill-management: discover and inspect skills
  • batch-fundamentals: cross-ticker fundamentals comparison

Notes

Some skills depend on specific connected sources and permissions. If a skill is unavailable in your session, check your enabled sources and permission mode.