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Investment note management. Record, retrieve, and delete investment theses, concerns, and lessons.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
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Detailed report for individual stocks and ETFs. Generates a financial analysis report from a ticker symbol. Individual stocks show valuation, undervaluation score, and shareholder return rate. ETFs show expense ratio, AUM, and fund size.
| name | investment-note |
| description | Investment note management. Record, retrieve, and delete investment theses, concerns, and lessons. |
| argument-hint | [save|list|delete] [--symbol SYMBOL] [--category CATEGORY] [--type TYPE] [--content TEXT] [--id NOTE_ID] |
| allowed-tools | Bash(python3 *) |
Parse $ARGUMENTS and execute the following commands.
python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/investment-note/scripts/manage_note.py $ARGUMENTS
Display the result as-is.
# Stock note (standard)
python3 .../manage_note.py save --symbol 7203.T --type thesis --content "EV adoption increases parts demand"
# Portfolio-wide note (KIK-429: symbol made optional)
python3 .../manage_note.py save --category portfolio --type review --content "Reduced sector overweight"
# Market note
python3 .../manage_note.py save --category market --type observation --content "BOJ rate hike speculation"
Either --symbol or --category is required (except for journal type). When --symbol is specified, category is automatically set to stock.
# Investment journal / free memo (KIK-473: symbol/category not required)
python3 .../manage_note.py save --type journal --content "NVDA surged. Felt the strength of AI demand"
# → Auto-detects ticker symbols (NVDA) in the body and links to Neo4j
python3 .../manage_note.py list [--symbol 7203.T] [--type concern] [--category portfolio]
python3 .../manage_note.py delete --id note_2025-02-17_7203_T_abc12345
| Type | Meaning | Usage Example |
|---|---|---|
| thesis | Investment thesis | "EV adoption increases parts demand" |
| observation | Observation | "Appeared in top 3 screenings in a row" |
| concern | Concern | "China market slowdown risk" |
| review | Review | "3-month hold, thesis on track" |
| target | Target / exit | "Take profit at P/E 15" |
| lesson | Lesson learned | "It was a value trap" |
| journal | Investment journal / free memo | "NVDA surged. Felt AI demand" (KIK-473: symbol/category not required, auto-detects tickers from body) |
| Category | Meaning | Usage |
|---|---|---|
| stock | Individual stock note | Auto-set when --symbol is specified |
| portfolio | Portfolio-wide note | --category portfolio (PF review, rebalancing rationale, etc.) |
| market | Market note | --category market (macro trends, interest rates, etc.) |
| general | General note | --category general (uncategorized, default) |
For natural language → skill selection, see .claude/rules/intent-routing.md.
When get_context.py output is available, integrate with note operations: