Institutional Data & Autonomous Skills
Turn hours of manual modeling, filings extraction, and deck authoring into seconds. Explore the complete library of institutional skills and data feeds preloaded in Grahamly.
72 Preloaded Financial Skills
Pre-engineered domain workflows for financial modeling, equity research, sell-side M&A, private equity, and wealth management.
Institutional equity research reports, initiation coverage, earnings previews, catalyst calendars, and thesis tracking.
Catalyst Calendar Tracker
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events.
Quarterly Earnings Analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
Equity Research Earnings Preview
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.
Quantitative Idea Generation
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas.
Initiating Coverage Report
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company...
Financial Model Update
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.
Daily Morning Note
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.
Sector & Industry Landscape
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends.
Investment Thesis Tracker
Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time.
Institutional Data at Your AI's Fingertips
Institutional financial data, macroeconomic indicators, SEC filings, and multi-agent reasoning capabilities directly available to Grahamly and your external AI models.
Autonomous multi-analyst debate engines, bull/bear research teams, and risk consensus workflows.
Run Trading Analysis
Executes a multi-analyst debate (fundamentals, sentiment, technicals, news) with bull/bear researchers, risk management, and portfolio manager consensus.
Analyze Portfolio
Performs comprehensive multi-agent portfolio health audits, asset correlations, Sharpe ratio optimization, and hedging recommendations.
Get Task Status
Polls real-time execution progress, active reasoning steps, and completion status of background trading runs.
Cancel Task
Immediately terminates an active or queued background multi-agent trading analysis task.
Meet your autonomous financial analyst.
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