All-in-one AI plugin for investment analysts

The all-in-one AI plugin for Investment Analysts

One download adds 17 skills, 24 prompts and 6 apps to the AI you already use, so research, valuation and reporting get done faster.

Works inChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi

Get the plugin See what's inside

Inside the boxv1.0.0

17skills
24prompts
6apps
12Grok bots

What's inside

Your week runs on other people's documents. Filings land, three earnings calls overlap, a model breaks the night before investment committee, and someone asks for a one-page update by Friday. The work is not hard to understand, it is hard to finish and to verify.

17 skills for analyst work
Financial statement analysis, valuation, ratio checks, risk review, portfolio tracking and due diligence. You ask in plain words and the right skill runs on the data you paste.
24 prompts across 8 topics
Ready prompts for summarizing statements, digesting earnings calls, researching industries and competitors, building valuation models, drafting reports, monitoring performance, and handling admin.
6 apps you can build
Cited filing and transcript research, evidence-backed equity research, source-linked browsing and finance reporting workspaces. Every figure stays traceable to the document it came from, so your review takes minutes.
12 Grok Bot agents
Longbridge Fundamentals, Risk Manager, Portfolio Digest, Quant Analyst, Market Research Analyst and more. Each one is a teammate you can ask for a focused answer. No drafting from scratch.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. One download, the same plugin, in whichever assistant your team already pays for.
Daily news and updates
Members get a live connection to Complete AI Training: AI news for investment analysts each day, a new idea with the prompt to do it, and automatic updates to every skill.

A day with your plugin

This plugin puts the analyst work inside the AI you already use. One download adds skills for statement analysis, valuation and risk, prompts for calls and reports, apps that keep every figure traceable, and agents that answer narrow questions. You keep working in the same window, with the same login.

Morning
Before the 9am desk meeting, you paste three competitor filings and run the financial statement analysis skill to pull margins, cash flow and debt trends into one table.
Late morning
A transcript you just downloaded goes into the digest earnings calls prompt. You get the two numbers that matter, what management avoided, and questions for the call back.
Afternoon
Your model breaks the day before committee. The financial modeling skill rebuilds the forecast, runs the base and downside cases, and lists every assumption it changed.
End of day
Run the Portfolio Digest agent over today's positions, then the draft investment reports prompt, and you have a one-page client update ready for tomorrow morning.

Install it in your AI

Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.

ChatGPT Claude Microsoft 365 Copilot Gemini Grok Grok Bot Cursor Kimi

ChatGPT

Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.

Download the ChatGPT version and unzip it (double-click the file).
Go to chatgpt.com, click GPTs in the left menu, then Create, then the Configure tab.
Name it Investment Analyst Assistant. Open custom-gpt/instructions.txt, copy everything and paste it into Instructions.
Under Knowledge, upload all the files from the custom-gpt/knowledge folder.
Paste the lines from conversation-starters.txt as conversation starters and click Create.
For the daily news, ideas and skill updates: in ChatGPT go to Settings → Apps & Connectors, add the Complete AI Training connector and sign in with your membership. The README shows each click.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Microsoft 365 Copilot

A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.

Download the Microsoft 365 Copilot version and unzip it.
Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
Name it Investment Analyst Assistant. Paste everything from agent-builder/instructions.txt into Instructions.
Under Knowledge, upload the files from agent-builder/knowledge. Add the starter prompts and click Create.
Working in a company? The appPackage folder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Gemini

Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.

Download the Gemini version and unzip it.
Go to gemini.google.com and open Settings → Skills → Upload.
Upload the SKILL.md files from the skills folder, starting with the folder whose name ends in -assistant. Gemini now uses them by itself.
Prefer a Gem? Open Gems → New Gem, paste gem/instructions.txt and upload the files in gem/knowledge.
Using Gemini CLI? gemini extensions install on the folder also connects Complete AI Training for the daily news, ideas and skill updates.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Grok

A Grok Project with all the instructions and files. About 5 minutes.

Download the Grok version and unzip it.
Go to grok.com, open Projects in the left menu and click New project. Name it Investment Analyst Assistant.
Paste everything from grok-project/instructions.txt into the project's instructions.
Upload the files from grok-project/knowledge to the project.
Start your work chats inside this project. Try one of the lines in conversation-starters.txt.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Grok Bot

One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.

Download the Grok Bot version and unzip it.
Open Grok Bot and create a new bot. Name it Investment Analyst Team Lead.
Open SETUP-MESSAGE.md, copy everything and paste it as your first message.
The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for investment analysts.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Cursor

A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.

Download the Cursor version and unzip it.
In Cursor, open Settings → Plugins and add the unzipped folder.
No plugins in your Cursor? Copy skills to .cursor/skills and rules to .cursor/rules in your project, and mcp.json to .cursor/mcp.json.
Open the Agent chat and ask what it can do for you as an investment analyst.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Kimi

A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.

Download the Kimi version and unzip it.
Kimi chat (kimi.com or the app): start a new chat, paste kimi-chat/instructions.txt and attach the files in kimi-chat/files.
Keep using that chat for your work: Kimi now acts as your investment analyst assistant.
Kimi Code: type /plugins install with the folder, then /reload. It connects Complete AI Training too.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Everything in the plugin

Your AI picks the right part by itself. You can also ask for one by name.

Skills for investment analysts 17

financial statement analystReads income statement, balance sheet, and cash flow: ratios, trends, common size, DuPont, and earnings quality flags.
cfo investment research analystMixes valuation, sector research, risk, portfolio optimization, ROI measurement, and M&A or real estate analysis.
financial modeling assistantBuilds forecasts, pro forma statements, scenarios, capital budgets, capital structure, pricing, and M&A models from your figures.
portfolio insight reportsTurns market, company, industry, and portfolio questions into a written report, forecast, or risk assessment.
investment evaluation assistantScreens one investment end to end: ROI projection, scenario analysis, benchmarking, risk review, and due diligence.
agency financial analystRuns ratio analysis, DCF, budget variance, and rolling forecast builds for strategic decisions.

Show all 14 skills

portfolio strategy analystHandles portfolio construction, allocation, strategy design, and performance tracking against stated objectives.
financial ratio analystCalculates and explains liquidity, profitability, solvency, efficiency, and market ratios, plus peer comparisons and forecasts.
financial performance analystTurns raw data into benchmarks, variances, cost and profitability breakdowns, cash flow, and efficiency metrics.
financial analysis and strategy assistantGeneralist pass over statements, cash flow, costs, risk, compliance flags, reporting, and dashboards in one request.
office dcf valuationBuilds a DCF model with your assumptions: intrinsic value, sensitivity tables, and a finished valuation report.
industry trend analystProduces industry data digests, competitor comparisons, sentiment reads, and technology or regulatory trend reports.
agency finance investment researcherDoes deep fundamental and quantitative research, due diligence, and asset valuation for a name or sector.
investment analysis assistantCovers investment analysis for accountants: statements, ratios, risk, valuation, performance evaluation, technicals, and real estate.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

Summarize Financial Statements3 prompts, like Summarize A 10-K Filing
Digest Earnings Calls And News3 prompts, like Summarize An Earnings Call Transcript
Research Industries And Competitors3 prompts, like Competitive Landscape Mapping
Build Valuation Models3 prompts, like Draft DCF Assumptions And Drivers
Work Faster In Excel3 prompts, like Generate An Explained Excel Formula
Draft Investment Reports3 prompts, like Draft An Investment Thesis
Monitor And Communicate Performance3 prompts, like Analyze Portfolio Performance Attribution

Show all 8 topics

Handle Admin And Learning3 prompts

Apps you can build with AI 6

Cited filing and transcript research workspaceKeeps every filing and transcript quote traceable, so your research answer survives review. Demo included.
Evidence-backed research and reporting workspaceTurns a research question into a cited, reviewable report with sources and drafts in one owned place. Demo included.
Evidence-backed equity research and portfolio workspaceLinks each equity insight to a cited source while you track coverage and positions. Demo included.
Research reading and source stewardship consoleCuts repeated reading and citation rework when you cover the same names every quarter. Demo included.
Evidence-backed data analysis and reporting workspaceKeeps every figure in your analysis traceable to its source before the report goes out. Demo included.
Source-linked browsing research assistant consoleSpeeds up verification by keeping every browsing answer linked to the source behind it. Demo included.

Your Grok Bot team 12

Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
Xvary Stock ResearchThesis-driven equity analysis from public SEC EDGAR and market data. No advice, no non-public data.
Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
Portfolio DigestSummarises what moved in your holdings and why, without ever telling you what to buy.
Quant AnalystBuilds and backtests quantitative trading strategies with transaction costs and risk analytics for portfolios and derivatives.
Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
Trading Risk ManagerCalculates position sizes, R-multiples, and hedging strategies for retail traders using confirmed inputs.
Alpha VantageFetch 20+ years of equities, forex, crypto, commodities, and economic data via Alpha Vantage API.
Market Research AnalystDelivers structured market intelligence and competitive analysis from public sources.
Competitive Intelligence AnalystMonitors competitors and market trends to produce structured intelligence reports.
Research AnalystConducts comprehensive multi-source research and synthesizes findings into actionable reports with trend analysis.
Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.

Get the plugin

Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.

Recommended

Membership

$9 a month, billed yearly

The plugin for investment analysts, and for 500 other jobs
Daily AI news and a new idea every day, inside your AI
Skills update by themselves
900+ video courses and certificates
Download up to 2 plugins a day

Become a member

This plugin only

Standalone plugin

$49 once

The plugin for investment analysts, for all eight AIs
All 17 skills, 24 prompts and 6 apps
Yours to keep, no subscription
No daily news, ideas or skill updates

Secure payment by Stripe. Bought it already? Use the link in your email.

Questions

What is a plugin, and how do I install it without technical knowledge?

A plugin is a set of instructions and files you add to your AI. You download it once, open the plugin or upload screen in your assistant, and pick the folder. No code and no setup calls. If you can attach a file, you can install this.

Which AI does it work with?

ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. The same skills, prompts and apps work in all eight, so you use the assistant your firm already approved.

What is the difference between the member download and the $49 one-time plugin?

Members download it as part of their subscription and also get the daily AI news, a new idea each day with the prompt to run it, and automatic skill updates. The $49 one-time standalone plugin is the same plugin without the daily news, ideas or updates.

Is my data safe?

The plugin is instructions and files, not a database. It does not store your work or send it anywhere new. Your AI provider handles your chats under the same terms you already agreed to. Nothing changes about your firm's data rules.

How many downloads do I get?

Two plugins a day. Take this one for investment analysis, then one more for whatever else your week needs, such as a research, reporting or meeting plugin.