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Out of the box, the analyst is unopinionated — it answers however you ask. Skills are how you give it a process: reusable workflows it follows with your rigor, every time. A skill might encode value-investing checks in the style of Buffett, the way your firm writes initiation reports, or a due-diligence checklist entirely your own. The philosophy is always opt-in: chosen, visible, and removable. Never a default.

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How skills run

  • Automatically: enabled skills are discovered by the analyst when they’re relevant to what you asked.
  • Manually: type / in chat followed by the skill’s name, for example , to run any skill on demand, even one you’ve disabled for automatic use.

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What a skill is, technically

A skill is a plain-text SKILL.md file: YAML frontmatter with a name and description, followed by the instructions the analyst follows when the skill is active. Skills can bundle reference files and assets alongside the instructions. Because they’re plain text on an open standard, they’re portable in both directions: bring skills in from GitHub, take yours anywhere.
Investi follows Agent Skills, the open SKILL.md standard originally published by Anthropic and adopted across other agent tools, including Cursor. Write a skill once and it works anywhere that reads the same format.
Skills steer how the analyst works — its method and rigor. They never change what it may write on your behalf: note edits still go through your approval.

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The Skills view

Open Skills in the left navigation to manage everything:
  • A single search box filters your installed skills and the catalog, and accepts a pasted GitHub URL for importing.
  • Each skill has an enable/disable toggle (for automatic discovery) and opens in the editor on click.
  • Browse skills shows the curated catalog, with one-click installs like Thesis tracker, Financial statement analysis, Earnings analysis, Initiating coverage, Comparable companies, and Due-diligence checklist.

Write your own skill

The SKILL.md format, the built-in editor, and tips for skills that actually steer.