Conventional manual workflow
FY2025 Form 10-K
2026 Q3 Form 10-Q
U.S. Treasury yield
Workflow illustrationFilings, share count, debt, and rates sit in different places. Reporting periods and model assumptions must be reconciled by hand.
EQUITY RESEARCH · DEEP-ANALYSISEquity research,
Equity research,
open to scrutiny.
Move from a company overview to a DCF or a catalyst calendar while keeping sources, dates, assumptions, and gaps in view.
The examples span A shares, Hong Kong, and U.S. equities. Figures reflect the runs shown below.
Research output preview
VALUATION / AAPL
AAPL · simplified DCFTwo scenarios
Trailing FCF$136.683B
Shares outstanding14.609B
Net debt−$62.173B
WACCValue per share
Base9.90%$175.24
Conservative11.86%$116.59
Sources and assumptions shown · rate dated 16 Sep 2026
Before / After
From scattered inputs to a reviewable valuation.
Apple’s simplified DCF shows how the work is organized. It is a scenario comparison, not a forecast of investment returns.
Skill-supported research output
Actual outputBase$175.24
Conservative$116.59
One answer lays out sourced inputs, scenario assumptions, model values, and limitations.
Rate dated 16 Sep 2026 · model values are neither live prices nor a trading call
View the full Apple output ↗3research tasks shown
2Apple DCF scenarios
60days in Yushu event window
Core Capabilities
A focused method for each research question.
These are the capabilities demonstrated in the three company examples below.
Sources and gaps
Show reporting periods, price dates, primary sources, and inputs that remain unresolved.
Scenario valuation
Surface free cash flow, net debt, shares, growth, and discount rates before comparing DCF cases.
Investment-style disagreement
Compare rule-based value, growth, and technical readings without presenting them as actual investors’ views.
Catalyst calendar
Separate regulatory deadlines, confirmed company dates, and developments with no verified date.
How It Works
Start with a specific question.
The examples use three focused paths: overview, DCF, and a 60-day event review. Source-level review still matters.
Name the company and task
Specify the ticker, market, and the research output you need.
Check the inputs
Reconcile reporting periods, price dates, units, and original filings.
Apply the relevant method
Prepare an overview, compare DCF scenarios, or screen catalysts and risks.
Review the limits
Inspect missing data, model sensitivity, and dates that cannot be confirmed.
Use Cases
Three everyday research questions.
Choose the depth the question calls for. Each example stays short of a full research report.
Get oriented quickly
Start with the business, recent results, valuation context, and any material data gaps.
See Xiaomi ↗Pressure-test assumptions
Put cash flow, growth, and discount rates side by side to see why DCF results diverge.
See Apple ↗Track what may matter next
Focus on dated disclosure checkpoints and keep undated risks clearly separate.
See Yushu ↗Case Studies
The prompt. The actual output.
Read the question, then inspect the output. Figures are dated, not live market data.
Xiaomi Corporation · 1810.HK
Xiaomi: light overview
Brings the business, latest results, valuation context, and rule-based style disagreement into one read.
Hong KongCompany overviewData gaps
The response flags unresolved valuation inputs and stops short of a buy or sell call.
Original promptUse the deep-analysis skill to prepare a light overview of Xiaomi Corporation (HKEX: 1810). Summarize its main businesses, latest financial results and valuation, and show where major investment styles disagree. Start with the data dates, sources and gaps. Do not give a buy or sell conclusion if the evidence is insufficient.
Apple Inc. · AAPL
Apple: simplified DCF
Sets out free cash flow, shares, net debt, growth, and discount assumptions, then compares two cases.
United StatesDCFAssumption sensitivity
Base: $175.24 per share. Conservative: $116.59. Growth and discount assumptions drive the gap.
Original promptUse the deep-analysis skill to build a simplified DCF for Apple (AAPL). List the sources and assumptions for free cash flow, shares outstanding, net debt, growth rates and discount rates. Calculate a base case and a conservative case, then explain why their results differ. A full report is not needed.
Yushu Technology · 688836.SH
Yushu: the next 60 days
Separates a verifiable reporting deadline from product, customer, and policy items with no confirmed date.
A sharesCatalyst calendarDate checks
31 October is the third-quarter disclosure deadline, not a company-confirmed release date.
Original promptUse the deep-analysis skill to identify the main catalysts and risks for Yushu Technology Co., Ltd. (SSE: 688836) over the next 60 days. For each item, provide its date, potential impact and a link to the original company filing or official announcement. Put events whose dates cannot be verified in a separate “To be confirmed” section.
Reliability
Clear limits belong in the analysis.
The examples call out conflicting valuation inputs, expose DCF assumptions and sensitivity, and place events with unverified dates in a separate section. Original filings remain the point of reference.
Reporting periods and market-data dates remain visible
Model values appear alongside their assumptions
Unverified event dates stay unconfirmed
Insufficient evidence does not become a trading call
Target Users
For people who need to show their reasoning.
Equity researchers
Frame company results, valuation inputs, and competing readings.
Investment teams
Compare scenarios in material that others can inspect and challenge.
Self-directed investors
Check sources and gaps before forming an independent view.
START WITH A QUESTION
One company. One clear research question.
Explore the Skill’s instructions, or begin with one of the prompts above. Read the output alongside original filings and your own judgment.