Pierce Skills

Pierce's specialized AI skills are purpose-built financial analysis frameworks that combine end-of-day market data, SEC filings, and institutional-grade methodology to deliver actionable investment intelligence.

44 skills available across 9 categories. Each skill's availability depends on your subscription plan.

Filter by Plan TierShowing 44 of 44 skills

Fundamental Analysis

7 skills

Deep-dive financial models, intrinsic valuation, and economic moat frameworks used by institutional equity research analysts.

All Plans

CANSLIM

Fundamental Analysis

Evaluate a stock using William O'Neil's seven-point CANSLIM framework covering earnings growth, institutional sponsorship, and market direction.

All Plans

Competitive Analysis

Fundamental Analysis

Evaluate a company's economic moat, competitive positioning, market share dynamics, and pricing power using Porter's Five Forces framework.

All Plans

Comps Analysis

Fundamental Analysis

Benchmark a company against its closest peers with automated comparable company tables covering P/E, P/S, margins, and growth rates.

All Plans

DCF Valuation

Fundamental Analysis

Estimate intrinsic fair value using a rigorous Discounted Cash Flow model with sensitivity analysis, WACC estimation, and terminal value calculation.

All Plans

Stock Analysis

Fundamental Analysis

Full-spectrum stock research combining fundamental analysis, technical chart reading, valuation metrics, and peer comparisons into actionable investment reports.

Preferred

CANSLIM Screener

Fundamental Analysis

Screen stocks against CANSLIM growth framework for ranked candidates

Preferred

Investment Memo Generator

Fundamental Analysis

Draft a professional buyside investment memo (HTML output) with Bear, Base, and Bull scenarios, and optional DCF anchors.

Earnings Intelligence

5 skills

Pre- and post-earnings models decoding Wall Street consensus estimates, management tone, and surprise historical performance.

All Plans

Earnings Update

Earnings Intelligence

Instantly synthesize quarterly earnings reports with beat/miss breakdowns, forward guidance analysis, and management tone assessment.

All Plans

PEAD Screener

Earnings Intelligence

Post-Earnings Announcement Drift (PEAD) screener. Identifies stocks that recently gapped up on earnings with strong volume, triggering potential drift continuation setups.

Preferred

Earnings Calendar

Earnings Intelligence

Upcoming earnings events filtered by market cap with estimates

Preferred

Earnings Preview

Earnings Intelligence

Prepare for earnings season with consensus estimates, implied options moves, whisper numbers, and pre-print stock setup analysis.

Preferred

Earnings Trade Analyzer

Earnings Intelligence

Screen and grade stocks by earnings growth strength for trade setups

Technical Analysis

4 skills

Multi-timeframe candlestick pattern recognition, indicator overlays, trendline assessments, and momentum breakouts.

All Plans

Technical Analysis

Technical Analysis

Systematic chart analysis covering trend assessment, support/resistance levels, moving averages, volume patterns, and probability-weighted price scenarios.

All Plans

VCP Pattern

Technical Analysis

Apply Mark Minervini's Volatility Contraction Pattern framework to identify stocks forming healthy bases with breakout potential.

Preferred

Market Breadth

Technical Analysis

Assess the underlying health of the broader market using advance/decline lines, new highs/lows, and moving average cross data.

Preferred

VCP Screener

Technical Analysis

Find Volatility Contraction Pattern setups using trend template

Strategic Analysis

4 skills

Forward-looking scenario modeling, investment thesis trackers, and competitive threat assessment frameworks.

All Plans

Scenario Analysis

Strategic Analysis

Model bull, base, and bear price scenarios with probability-weighted outcomes, sector impact analysis, and precise risk/reward calculations.

All Plans

Thesis Tracker

Strategic Analysis

Build, formalize, and stress-test investment theses with real-time news verification mapping events to bull and bear case catalysts.

Preferred

Institutional Flow

Strategic Analysis

Track smart money movements by analyzing 13F filings to detect accumulation or distribution by major institutional investors.

Preferred

Sector Analyst

Strategic Analysis

Identify market cycle phases and risk-on/risk-off regimes by analyzing sector momentum, rotation patterns, and relative strength.

Risk Management

3 skills

Position sizing algorithms, drawdown constraints, and portfolio risk controls built on institutional risk management principles.

All Plans

Position Sizer

Risk Management

Calculate exact position sizes using volatility-adjusted stop losses, portfolio risk constraints, and institutional-grade capital allocation rules.

Preferred

Bond Portfolio Analyzer

Risk Management

Evaluate fixed-income portfolios and bond ETFs for interest rate duration risk, yield curves, and credit quality splits.

Preferred

Portfolio Manager

Risk Management

Evaluate your portfolio holdings for concentration risk, sector diversification, and overall risk level without connecting a brokerage.

Analysis

17 skills

Core stock screeners, financial metric mapping, and general market intelligence frameworks.

All Plans

Classic Screener

Analysis

Screens stocks using classical technical and fundamental terminology. Maps classic filters (e.g., P/E under 15, Price above SMA200, RSI under 30) to Pierce's native financial screeners.

All Plans

Economic Calendar Fetcher

Analysis

Macroeconomic indicator lookup using AlphaVantage. Retrieves history and latest readings for key economic data like employment, inflation, and GDP.

All Plans

Market Environment Analysis

Analysis

Comprehensive market environment analysis and reporting tool. Analyzes global markets, sector rotation, volatility, and provides risk-on/risk-off assessments.

All Plans

Market News Analyst

Analysis

Market news and sentiment analysis using Alpha Vantage news sentiment data. Synthesizes financial news articles with quantified sentiment scores into actionable executive briefings.

All Plans

X Research

Analysis

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Preferred

Breadth Chart Analyst

Analysis

Evaluates market regime using market breadth composite internals, identifying underlying trend strength or distribution.

Preferred

Dividend Growth Pullback Screener

Analysis

Screens for fundamentally strong companies with consistent dividend growth that have pulled back to major technical support.

Preferred

Downtrend Duration Analyzer

Analysis

Identifies the duration, severity, and statistical percentile of a current market pullback or bear market regime.

Preferred

Exposure Coach

Analysis

Recommends optimal equity exposure sizing (0% to 100%) by comparing the user's current portfolio stance against broad market breadth health and regime status.

Preferred

FTD Detector

Analysis

Identifies O'Neil style Follow-Through Days (FTDs) to confirm new market uptrends off of a bear market low.

Preferred

Market Top Detector

Analysis

Analyzes volume distribution, index price action, and breadth divergence to identify market tops and broad distribution phases.

Preferred

Theme Detector

Analysis

Scans cross-sector performance to identify emerging thematic momentum. Isolates whether capital is flowing into specific sub-industries faster than broad sectors.

Preferred

Uptrend Analyzer

Analysis

Evaluates the specific strength, age, and potential exhaustion level of an ongoing market rally.

Preferred

US Market Bubble Detector

Analysis

Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX, margin debt, breadth, IPO data) over subjective impressions. Features strict qualitative adjustment criteria with confirmation bias prevention. Supports practical investment decisions with mandatory data collection and mechanical scoring. Use when user asks about bubble risk, valuation concerns, or profit-taking timing.

Preferred

Value Dividend Screener

Analysis

Scans for deeply undervalued stocks that return capital to shareholders via high, sustainable dividend yields.

Power

Backtest Expert

Analysis

Runs and evaluates trading strategy backtests. Fetches historical data, executes the strategy via Python Compute, scores results across 5 dimensions, and advises on deployment readiness. Use when the user wants to backtest, simulate, or validate a trading strategy.

Power

Kronos Forecaster

Analysis

Forecast future asset prices using the Kronos AI Foundation Model.

Quantitative Analysis

2 skills

Statistical backtesting models, expectancy auditors, and quantitative stress-testing engines.

All Plans

Rolling Risk Analyzer

Quantitative Analysis

Calculate and analyze rolling price statistics (volatility, drawdowns, and returns) to detect market regimes and risk profiles.

Preferred

Pair Trading

Quantitative Analysis

Conduct statistical arbitrage scanning using cointegration, Augmented Dickey-Fuller tests, and z-score divergence analysis.

Macro Analysis

1 skill

Specialized AI analysis capabilities for financial research.

All Plans

TIPS & Real Yield Analyst

Macro Analysis

Evaluate Treasury Inflation-Protected Securities (TIPS) vs. nominal Treasuries using real-time yield curves, CPI inflation prints, and real yield metrics.

Derivatives

1 skill

Options valuation models, volatility skew, and defined-risk options strategy evaluation.

Power

Options Expert

Derivatives

Evaluate option pricing, simulate complex strategy payoffs, and analyze greek exposures using compute-backed Black-Scholes modeling.

Looking for Pierce's Native Tools?

Skills are powered by 9 native tools — market data, technical charts, SEC EDGAR filings, web search, institutional flow, sector rotation, market breadth, portfolio analysis, and strategy backtesting.

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