group-dashboard

name	group-dashboard
description	Unified portfolio view of tracked dealer group stocks. Triggers: "dealer group dashboard", "how are my tracked dealer groups doing", "dealer group stock overview", "dealer stock dashboard", "multi-group portfolio view", "publicly traded dealer health", "retail auto stock dashboard", unified view across all tracked publicly traded dealer group stocks in their portfolio.
version	0.1.0

Date anchor: Today's date comes from the # currentDate system context. Compute ALL relative dates from it. Example: if today = 2026-03-14, then "prior month" = 2026-02-01 to 2026-02-28, "current month" (most recent complete) = February 2026, "three months ago" = December 2025. Never use training-data dates.

get_sold_summary parameter safety:

• Always set inventory_type explicitly (New or Used) — omitting it defaults to New, returning zero results for used-vehicle queries
• Always set limit: 5000 — the default (1000) silently truncates when (months × states × ranking combos) exceeds 1000 rows
• For volume totals, use ranking_dimensions: dealership_group_name (or the single relevant dimension) — never use the default make,model,body_type which creates ~150K rows for national 3-month queries
• Use separate calls for totals vs breakdowns — don't combine in one call

Group Dashboard — Monitoring Tracked Dealer Group Stocks

User Profile (Required)

Load the marketcheck-profile.md project memory file (required). Extract: tracked_tickers (filter to dealer group: AN, LAD, PAG, SAH, GPI, ABG, KMX, CVNA), tracked_states, benchmark_period_months, country. If missing, prompt /onboarding. US-only. Confirm profile.

Built-in Ticker → Dealer Group Mapping

AN    → AutoNation Inc.
LAD   → Lithia Motors Inc.
PAG   → Penske Automotive Group Inc.
SAH   → Sonic Automotive Inc.
GPI   → Group 1 Automotive Inc.
ABG   → Asbury Automotive Group
KMX   → Carmax
CVNA  → Carvana

User Context

Financial analyst or portfolio manager monitoring a basket of publicly traded dealer group stocks. Quick-scan view of operational health signals across tracked groups for portfolio allocation decisions.

Workflow: Dealer Group Stock Dashboard

Step 1 — Pull dealer group rankings (current month)

Call mcp__marketcheck__get_sold_summary with:

• ranking_dimensions: dealership_group_name
• ranking_measure: sold_count
• ranking_order: desc
• top_n: 20
• date_from / date_to: current month
• inventory_type: Used (KMX and CVNA are used-only groups; for franchise groups also run a separate New call if new/used breakdown is needed)
• limit: 5000 → Extract only: dealership_group_name, sold_count, average_sale_price, average_days_on_market per group. Discard full response.

From results, extract data for each tracked dealer group ticker.

Step 2 — Pull prior month for comparison

Repeat Step 1 for prior month (same parameters including inventory_type and limit: 5000). Calculate per group:

• Volume MoM %
• ASP MoM %
• DOM MoM change
• Efficiency Score = sold_count / average_days_on_market

Step 3 — Active inventory health

For each tracked dealer group, call mcp__marketcheck__search_active_cars with:

• mc_dealership_group_name: the group name
• car_type: used
• stats: price,dom
• rows: 0

Repeat with car_type=new. → Extract only: num_found, price and dom stats per car_type per group. Discard full response.

Calculate:

• Days Supply (used and new)
• Inventory Build/Draw trend

Step 4 — Calculate investment health scores

For each dealer group, calculate a Health Score (0-100):

• Start at 100
• Volume MoM < -3%: -15 points
• Volume MoM -1% to -3%: -5 points
• ASP MoM < -3%: -10 points
• DOM increasing > 5 days: -15 points
• DOM increasing 2-5 days: -5 points
• Days Supply (used) > 75: -15 points
• Days Supply (used) > 55: -5 points
• Days Supply (new) > 100: -10 points

Step 5 — Rank and generate signals

Rank tracked groups by Health Score. Generate per-group investment signal:

• BULLISH: Health Score > 80, volume growing, DOM declining
• NEUTRAL: Health Score 60-80, stable metrics
• CAUTION: Health Score 40-60, some metrics deteriorating
• BEARISH: Health Score < 40, multiple metrics declining

Step 6 — Generate top 3 portfolio actions

Based on rankings, generate actionable signals:

• If a group has the highest health score: "[Ticker] showing strongest operational momentum — consider overweight"
• If a group has declining volume AND rising DOM: "[Ticker] showing demand softening — BEARISH signal for upcoming quarterly earnings"
• If two groups have contrasting performance: "Long [Ticker A] / Short [Ticker B] on operational divergence"

Output

Present: portfolio health table sorted by signal strength (volume, ASP, DOM, efficiency, health score), inventory health with days supply, peer rankings, top 3 portfolio actions with data-backed rationale, and earnings preview per ticker.

Health Score Interpretation

Score	Status	Portfolio Action
80-100	Strong	Overweight candidate
60-79	Stable	Hold / Market weight
40-59	Watch	Underweight candidate
0-39	Weak	Potential trim / short candidate

Important Notes

• This skill monitors TRACKED dealer group tickers from the analyst profile — not all 8 public groups (unless all are tracked).
• For a deeper dive into a single dealer group, use the dealer-group-health-monitor skill.
• US-only: All data from get_sold_summary requires US market.
• The dashboard is designed for quick scanning — fund managers need signals in 30 seconds.
• Efficiency Score (volume / DOM) is the single best proxy for operational health — it captures both demand and execution.
• Always frame metrics in terms of upcoming quarterly earnings impact.