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Portfolio management, optimization, backtesting, and performance analytics
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Based on SOC occupation classification
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.
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| 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')