القائمة
Portfolio management, optimization, backtesting, and performance analytics
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Social sentiment, institutional holdings, options flow, and enhanced insider analysis
Proactive earnings tracking with pre-briefs and post-earnings analysis
Macro regime monitoring, financial sentiment analysis, and SEC filing intelligence
Generate formatted financial reports — weekly summaries, morning briefs, and equity research
Analyze any public company's AI exposure using the 8-dimension AI Exposure Index. Fetches last 4 10-K filings (or international equivalents), O*NET data, patents, and earnings transcripts to score vulnerability and adaptive capacity, classifying companies as AI Fortified/Transformer/Bystander/Endangered with valuation overlay. Use whenever the user asks about AI risk, AI readiness, AI exposure, workforce automation, competitive moat durability, or how AI impacts a stock or business. Triggers on "AI exposure", "AI vulnerability", "AI analysis of [company]", "how will AI affect [company]?", "is [company] ready for AI?", "rate this company on AI", "AI risk for [ticker]", or any company evaluation through an AI lens.
Search and install agent skills from ClawHub, the public skill registry.
| name | portfolio-analytics |
| description | Portfolio management, optimization, backtesting, and performance analytics |
| always | false |
This skill enables Finclaw to manage and analyze an investment portfolio.
portfolio — Full portfolio management: positions, P&L, optimization, backtesting, tearsheetsWhen a user wants to track a portfolio:
portfolio(action='add_position', symbol='AAPL', shares=100, cost_basis=150.00, date='2025-01-15')portfolio(action='summary') to show the current stateportfolio(action='analyze') for risk/return metricsDuring weekly reviews:
portfolio(action='summary') — Current P&L and allocationportfolio(action='analyze', period='1y') — Key metricsmacro_monitor(action='regime_check') for risk contextWhen asked to optimize:
efficient_frontier for most usershrp (Hierarchical Risk Parity) for diversification-focused portfoliosblack_litterman when the user has strong market viewsportfolio(action='tearsheet') generates comprehensive performance metricsreport(action='weekly')