AgentSmith

Your agent's finance tools

Your agent can look up stocks, compare companies, value a business, check your portfolio and build the spreadsheet or slide deck for you. You ask in the same chat you already use, in plain words, and there's nothing to install or set up.

✓ Works in Telegram, the Command Center chat and the desktop app
✓ Stocks in Singapore, Malaysia, Hong Kong, Australia and the US
✓ Sends Excel and PowerPoint files back in the chat
✓ Reads your broker and statements with browser access

How it works

You send one message. Your agent picks the right tool, gathers the numbers, does the work and replies in the same chat.

Small questions get a short reply. You only get a file when you ask for a model, a table you want to keep, or a deck.

What you can ask for

Each card is one kind of job. The lines in blue are things you can send exactly as written, with your own stock names.

Prices and charts

Today's price, the move over a week or a year, the 52-week high and low, dividends and crypto.

What's DBS trading at?
How has Tesla done this year?

Chat answer

Compare companies

Side by side on price, profit, valuation and dividend yield, so you can see which one is cheaper and why.

Compare DBS, OCBC and UOB
Is Maybank cheap next to the other Malaysian banks?

Chat answerExcel

What is a company worth?

A full valuation model (DCF, peer comparison, three-statement forecast) with your assumptions kept separate so you can change them.

Build me a DCF on Singtel as a spreadsheet
What would CapitaLand be worth if growth slows to 2%?

ExcelSummary

Earnings and key dates

What to watch before results, a summary of what came out after, and a calendar of upcoming results and dividend dates.

OCBC reports next week. What should I look out for?
When are my stocks paying dividends this quarter?

Chat answer

Your portfolio

Send a screenshot or a spreadsheet of what you hold and get your returns, your biggest risks and how concentrated you are.

Here's my portfolio. How is it doing?
Every Monday, send me a note on my holdings

Chat answerExcel

Research and ideas

An overview of a whole industry, new stock ideas that fit what you describe, and a running check on why you bought something.

Give me an overview of Singapore REITs
I bought Sea for e-commerce growth. Is that still true?

Chat answerDeck

Reports and slide decks

A one-page company profile, an investment memo or a short deck you can show to a partner, a banker or your family.

Make a one-page profile of Grab as a PowerPoint
Write an investment memo on UOB

PowerPointSummary

Buying or selling a business

Screen a deal, list the due-diligence questions, work out the unit economics, or draft the teaser and buyer list for a sale.

A friend wants to sell me his café. What should I check?
Here are the accounts. Do the unit economics work?

Chat answerExcelDeck

Bonds, currencies and rates

Bond comparisons, interest-rate moves, currency carry and options, explained with today's numbers from the web.

Should I lock in SGD fixed deposits or buy Singapore Savings Bonds?
What does a rate cut do to my REITs?

Chat answer

Your business books

Month-end checklists, matching two sets of figures that should agree, and plain-English notes on why this month differs from last.

Reconcile this bank statement against my sales sheet
Why were costs up 12% in September?

ExcelChat answer

Check a spreadsheet

Send any workbook and it finds broken formulas, numbers typed over formulas and totals that don't add up, then cleans the data.

Check this model for mistakes
Clean up this export so I can sort it

ExcelList of issues

Prediction markets

The current odds on Polymarket for elections, rates and world events, read only.

What are the odds of a US rate cut in December?

Chat answer

What you get back

These are real examples using DBS, OCBC and UOB figures from Yahoo Finance on 2 October 2026. Your agent's wording will differ.

Chat A straight answer

For a quick question you get the numbers and a plain reading of them, with the source.

Compare DBS, OCBC and UOB

	Price	P/E	Yield
DBS	77.21	20.1	4.1%
OCBC	31.66	19.2	3.3%
UOB	43.11	15.2	3.7%

UOB is the cheapest on earnings, and DBS pays the highest dividend. Prices in SGD. FY2025 profit and last 12 months of dividends, Yahoo Finance.

Excel A model you can edit

Your own assumptions are blue so you can change them, formulas are black, and every figure has its source next to it.

Build me a DCF on DBS as a spreadsheet

XLSX

dbs-dcf-2026-10-02.xlsx

Inputs · DCF · Sensitivity

InputsDCFSensitivity

	SGD m	Source
Net profit FY2025	10,934	Yahoo
Shares (m)	2,844	Yahoo
Growth per year	4.0%	Assumption
Discount rate	9.0%	Assumption
Profit FY2026	=B2*(1+B4)	Formula
Value per share	DCF tab	Formula

Blue: your inputBlack: formula

PowerPoint Slides to share

A short deck with the key numbers and a chart, ready to send to someone else.

Make a one-pager on Singapore banks as slides

PPTX

sg-banks-2026-10-02.pptx

3 slides

Singapore banks: FY2025 profit

SGD billions

DBS earned the most, SGD 10.9 bn
OCBC SGD 7.4 bn
UOB SGD 4.7 bn, lowest P/E

Source: Yahoo Finance, 2 Oct 2026

Even more with browser access

On its own, your agent only sees public data. Once you connect browser access, it can also work inside your own Chrome or Edge, on the sites you're already signed in to. That means your broker, your statements and any research site you pay for, so the analysis runs on your real numbers.

Your passwords stay in your browser. The agent sees the pages you're signed in to while the browser is open and connected, and you can watch it work in the tab.

Check-up from your real holdings

It reads the portfolio page at your broker, so you don't have to screenshot or type anything in.

Open my moomoo portfolio and give me a check-up
Put my Interactive Brokers positions into a spreadsheet

Statements into numbers

It downloads the statement from your bank or CDP account and turns it into a table it can reconcile or summarise.

Download my September CDP statement and reconcile it with my sheet
Sort this month's card spending into categories

Research you already pay for

If you subscribe to Morningstar, TradingView or a broker's research, it can read those pages and add them to its analysis.

Pull Morningstar's fair value for DBS and add it to the comparison
What do the indicators on my TradingView chart say?

Sites that need clicking through

Listings, filters and tables that a plain web search can't reach, such as property portals and exchange filings.

Find 3-bedroom condos in Bishan under S$1.8m and compare price per square foot
Go through this week's SGX announcements for my stocks

Switching it on

Install the free BrowserSkill extension in Chrome or Edge.
In your Command Center, open Chat, then Browser access, and press Get pairing link.
Paste the link into the extension. It takes about three minutes the first time.

Browser access guide

Keep it to reading

Sign in yourself first, including any one-time codes, then ask the agent to read or download
Ask it to read, download and analyse. Don't ask it to place orders, make transfers or change settings, because it would be doing that with your login
When you're done, close the browser or press Disconnect in the extension, and the agent can't reach it until you reconnect

Naming stocks

A company name usually works. If it picks the wrong company, give the ticker with the market's ending.

Market	Ending	Examples
Singapore (SGX)	`.SI`	DBS `D05.SI`, OCBC `O39.SI`, Singtel `Z74.SI`, STI index `^STI`
Malaysia (Bursa)	`.KL`	Maybank `1155.KL`, Public Bank `1295.KL`, Tenaga `5347.KL`
Hong Kong	`.HK`	Tencent `0700.HK`, HSBC `0005.HK`
Australia	`.AX`	CBA `CBA.AX`, BHP `BHP.AX`
United States	none	Apple `AAPL`, Nvidia `NVDA`, Sea `SE`

Where the numbers come from

What it uses

Yahoo Finance for prices, history, dividends and company accounts
The web for news, annual reports, exchange announcements and analyst targets
Anything you send it: screenshots, PDFs, spreadsheets, broker statements
Your own assumptions, which it labels as assumptions

What it doesn't do

It doesn't place trades or move money, and you shouldn't ask it to, even with browser access
It isn't a licensed adviser, so treat its view as analysis to think with
Prices aren't live trading quotes and can trail the market
It has no paid data of its own (Bloomberg, FactSet, Capital IQ), but with browser access it can read research you subscribe to

Getting the best out of it

Say what you want back."As a spreadsheet" or "as slides" gets you a file. Without that you get a reply in the chat.
Give it your numbers when you have them.A screenshot of your holdings or your company's accounts beats public data every time.
Change the assumptions out loud."Redo it with 2% growth" or "use a 10% discount rate" updates the model and sends a new file.
Ask where a number came from.It can tell you the source of any figure. If something looks wrong, say so and it will check.
Make it regular."Every weekday at 8am, send me a note on my stocks" sets up a standing report in your chat.

If something goes wrong

The file didn't arrive: Ask "send the file again". If it still doesn't come through, tell us and we'll look at it.
It picked the wrong company: Use the ticker from the table above, for example D05.SI instead of "DBS".
A number looks off: Ask "where did that number come from?" Yahoo sometimes lags for smaller stocks, so send it the figure from the annual report and it will use yours.
It's taking a while: A full model can take a few minutes. A price check should come back in seconds.

AgentSmith All guides · Browser access · Desktop app