Bigdata Thematic Research

by Bigdata-com2a52a0013662No license2 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated yesterday

Research a macro investment theme using Bigdata.com data — scope and sub-themes, investment implications, sector impact, named beneficiaries and vulnerable losers with tearsheet fundamentals, the policy and regulatory dimension, geographic impact, and concrete implementation ideas. Covers themes such as AI, energy transition, inflation and rates, deglobalization and reshoring, demographics, geopolitical risk, and fiscal policy. Triggers: "research the X theme", "X investment implications", "who benefits from X", "how do I play X", "AI / energy transition / deglobalization theme", "thematic view on X".

AI-generated overview

Researches a cross-sector macro investment theme using Bigdata.com data and produces a cited thematic report with implementable ideas.

What it does
Guides an agent through a structured thematic research workflow: defining theme scope and sub-themes, running 5-10 searches, identifying beneficiaries and vulnerable losers with company tearsheet fundamentals, assessing geographic and policy impact, and turning the analysis into implementation ideas. It produces a Markdown report following a fixed template with inline citations, a numbered sources table, a Bigdata.com attribution line and a disclaimer. It may offer to convert the analysis into a Word document or presentation.
When to use it
Use it when the subject is a macro theme that cuts across sectors or borders, such as AI, energy transition, inflation and rates, deglobalization and reshoring, demographics, geopolitical risk or fiscal policy. It is not intended for single-sector, single-country or single-company analysis.
Requirements
Requires access to Bigdata.com plugin tools: bigdata_search, find_securities, bigdata_company_tearsheet and bigdata_country_tearsheet, with plugin_slug set to the skill name on every call except search and fetch. It ships no scripts; it relies on a report template asset and instructions only.

Bigdata Thematic Research

Cross-sector research on one macro theme, ending in implementable ideas. Use Bigdata.com plugin tools for every fact.

Use this skill when the subject is a theme that cuts across sectors or borders. Not this skill when:

RequestUse instead
One sector's performance and outlookSector analysis
Sectors ranked against each otherCross-sector comparison
One country's economyCountry analysis
One company exposed to the themeCompany brief / investment memo

Common themes: AI and technology transformation, energy transition and clean tech, inflation and interest rates, deglobalization and reshoring, demographic shifts, geopolitical risk, fiscal policy and government spending.

Data foundation (plugin tools)

ToolPurposePrerequisite
bigdata_searchTheme coverage, implications, policy, market impactNone
find_securitiesEntity ids for the most exposed companiesNone
bigdata_company_tearsheetFundamentals and exposure of beneficiaries and losersfind_securities
bigdata_country_tearsheetGeographic impact where availableNone

Required on every call: pass plugin_slug: "bigdata-thematic-research" in the request parameters of every Bigdata.com plugin tool call made while running this skill. The value is always the skill name, bigdata-thematic-research, regardless of the company or query.

Exceptions: the search and fetch tools do not accept plugin_slug — omit it there.

Workflow

Step 1 — Define the theme scope

State the boundaries and the sub-themes explicitly before searching. An unbounded theme produces an unbounded report — this step is what keeps the deliverable usable.

Step 2 — Search the theme (5–10 queries)

  • "[Theme] investment implications outlook"
  • "[Theme] winners beneficiaries stocks"
  • "[Theme] risks losers vulnerable"
  • "[Theme] policy government regulation"
  • "[Theme] market impact analysis"
  • "[Theme] sector exposure"

Step 3 — Beneficiaries and casualties

Use find_securities and bigdata_company_tearsheet for the most exposed companies on both sides. A theme note that names only winners is a pitch, not research — quantify the exposure where the data allows (revenue share, capex tied to the theme, contract backlog).

Step 4 — Geographic impact

Use bigdata_country_tearsheet (or search) for the countries most affected, positively and negatively.

Step 5 — Implementation

Turn the analysis into concrete ways to express the theme: direct beneficiaries, second-order plays, avoided exposures, and what would invalidate the theme.

Output

Follow assets/report-template.md exactly — section order, tables, sources, and footer.

  • Inline citations [1], [2] after every claim from a source, hyperlinked to the document URL.
  • End with the numbered Sources table (source, date, URL), then the Powered by Bigdata.com line and Disclaimer, verbatim.
  • Default format is Markdown. After delivering, you may ask: "Would you like me to create a Word document or presentation with this analysis?"

Quality bar

Non-negotiables:

  • Theme scope and sub-themes stated up front and held to
  • Both beneficiaries and losers named, with exposure quantified where possible
  • Policy dimension addressed — most macro themes are policy-driven
  • Implementation section present: how to express the theme, and what would invalidate it
  • Every claim from a source carries an inline citation and appears in the Sources table

Source and attribution

Source:Bigdata-com/bigdata-plugins-marketplaceinplugins/bigdata-com/skills/bigdata-thematic-researchat commit2a52a00

License: No license

Content belongs to its original authors. SourceWeft indexes it from a public repository.

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