Autonomous research agentv2026.5

Deep financial research,
on demand.

An AI analyst that researches the market, models valuations, and turns the work into a ready-to-send PowerPoint deck, Word report, or Excel model — sourced from live US, HK, and A-share data, editable on download.

Live data · PPT / Word / Excel · Sourced answers

macOSAlso on Mac

Signal engine

8

indicator dimensions per holding

Noise filter

5-day

signal trail behind every call

Coverage

3

markets — US · HK · A-shares

Document factory

3

native formats — PPT · Word · Excel

What it does

Research, model, and ship the deliverable.

Three things PickSkill does end to end — from the first question to a file you can send.

Analysis

Portfolio Indicators

Eight technical lenses on every holding — with a 5-day signal trail that filters single-bar noise.

  • Eight indicator dimensions. MACD, moving averages (20/60/200), RSI, KDJ, Bollinger Bands, ADX, volume, and capital flow — computed on the latest close for each holding, with divergence and support/resistance scans on top.
  • The 5-day signal trail. Every dimension ships a 5-day bucket trail so you see whether a bullish call is stable, flipping, or flickering — not a single noisy bar masquerading as a signal.
  • Built for US, HK and A-shares. Limit-up / limit-down / halt bars are detected and masked as neutral, so a string of ±10% limit days never fakes a strong-trend bucket. The same math, market-aware.

Output

Research Documents

Investor-grade PowerPoint, Word, and Excel — generated from a prompt, sourced from live data, editable on download.

  • PowerPoint, Word, and Excel. Native .pptx / .docx / .xlsx — not screenshots, not PDFs. Open in PowerPoint, Keynote, Word, Google Docs, Excel, or Sheets and edit every slide, paragraph, and cell.
  • Sourced from live data. Charts and tables are built from the most recent SEC filings, market feeds, and computed indicators — not the model’s memory. Every number traces to a source.
  • Investor-deck conventions. Decks follow the structure analysts actually present: thesis on slide 2, valuation explicit, risks pre-mortem’d. Excel workbooks ship multi-sheet with real cross-sheet formulas.

Research

AI Analyst

Ask anything you’d ask a junior analyst — get sourced answers and live models.

  • Valuation on demand. Full discounted-cash-flow models with sensitivity tables, comparable-company analysis, and reverse DCFs — sourced inputs, editable assumptions, in seconds.
  • Reads filings for you. Summarises a 10-K in 60 seconds, diffs Risk Factors year-over-year, surfaces MD&A signal and footnotes to chase — every claim linked to the page on EDGAR.
  • Multi-source research. Pulls web, filings, and market data in one turn, then answers with citations — not a confident guess. Honest about what it can and can’t verify.

Desktop app

Your analyst, now a Mac app.

The whole workbench in its own window: the same account, plan and portfolios as the web, with the research agent running on your Mac.

  • Its own window. Lives in your Dock and stays signed in between launches, so the workbench is one click away.
  • Agent runs locally. Conversations are stored on your Mac. Live market data and models come through your PickSkill account.
  • One account. Sign in with an email code or Google. Your plan, quota and portfolios carry over from the web.

Apple Silicon · M1 or later · Version 0.1.1 · macOS 13 or later · Free

Up and running in a minute.
PickSkill for Mac home screen with the research workbench, portfolios and indicators

FAQ

Questions, answered.

What is PickSkill?
PickSkill is an AI equity-research analyst. You ask a question in plain English — about a stock, a filing, a valuation, or your portfolio — and it researches live market data, runs the analysis, and can turn the result into a PowerPoint deck, Word report, or Excel model you can download and edit. It covers US, Hong Kong, and China A-share markets.
Can PickSkill generate PowerPoint, Word, and Excel files?
Yes. PickSkill generates native .pptx decks, .docx reports, and .xlsx models — not screenshots or PDFs. Ask for "a 12-slide investor deck on NVDA" or "a 5-year DCF in Excel" and it builds the file from live filings and market data, sourced and editable. Files are delivered as a download link in chat and open in PowerPoint, Word, Excel, Keynote, Google Workspace, or LibreOffice.
What markets and data does PickSkill use?
PickSkill pulls live prices, fundamentals, and SEC filings (plus HKEx and Cninfo disclosures for Hong Kong and A-shares), then computes technical indicators on the latest close. Every number traces to a source at query time, so the analysis reflects current data rather than a model's training cutoff.
How is PickSkill different from using ChatGPT for stock research?
A general chatbot answers from training data and often invents financial figures. PickSkill grounds every answer in live data — it pulls the actual 10-K, computes the DCF, runs the indicators, and cites its sources. It also produces real Office files instead of plain text.
What technical indicators and portfolio tools does it include?
All plans include eight technical dimensions — MACD, moving averages (20/60/200), RSI, KDJ, Bollinger Bands, ADX, volume, and a capital-flow proxy — plus divergence and support/resistance scans, each with a 5-day signal trail. You can track multiple portfolios and export the dashboard to a deck, report, or workbook.
Is PickSkill free, and is it investment advice?
There is a free plan with 30 conversations a month, no card required; paid plans start at $15/month. PickSkill is a research tool, not a licensed advisor — its output is for information and education only and is not investment advice. Always do your own due diligence.