Investment Insight workflows

FIXED INCOME · OIL RISK

FI Oil Hedge Screen

Compare HYS with IEI, IEF and TLT using one year of oil-return regressions. Review beta rankings and hedge shares; add duration scaling when validated duration inputs are available.

Prepare FI hedge request →

EQUITIES · MILTECH

ATLAS MILTECH Index

Screen AMZN, BABA, GOOGL, META and NVDA against SPY using correlation, trailing P/E and P/B. Report 30-trading-day annualized volatility separately.

Prepare MILTECH request →

Where the work runs

The terminal records your workflow request and provides the installed ChatGPT skill link. Copy the request and continue in ChatGPT for data retrieval, calculations and Excel delivery. Preparing a request does not execute the financial screen.

Skill access depends on the signed-in ChatGPT account. Website access does not grant another person access to Ryan’s installed skills.

Excel release standard

Both workflows now require the corrected macro-enabled file declaration, preserved VBA, internal file checks and a hash receipt before releasing an XLSM workbook. Desktop Excel opening and macro execution are reported separately.

DCA judgment remains attached to provider evidence and model calculations. Human review is required before an investment decision.