llmquant-portfolio

name	llmquant-portfolio
description	Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.
input_data_source	LLMQuant Data
category	portfolio

LLMQuant Portfolio

This category routes persistent research workspace and portfolio-management workflows.

Routing Rules

1. Identify the portfolio object: company profile, thesis, theme, watchlist, or alert.
2. Select the closest workflow below.
3. Open only the selected workflow.
4. Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context.
5. Report last updated dates, evidence dates, stale notices, and missing workspace objects.

Workflow Index

User intent	Workflow
Build or refresh a persistent company research profile.	workflows/company-profile.md
Turn buy logic into a monitored thesis with sell conditions.	workflows/investment-thesis-tracker.md
Track thematic equity baskets and related events.