richfrem/InvestmentToolkit - Page 2

tv-setup

Diagnoses and guides setup of the TradingView CDP dependency and debugging port.

tv-manage-indicators

Manage indicators on the active TradingView chart. Allows listing loaded indicators, adding built-in or personal Pine indicators (with duplicate prevention), and removing active indicators from the chart layout.

tv-alert-reconcile

Reconciles active TradingView price alerts against SQLite target levels and flags missing or drifted alerts.

tv-thesis-overlay

Generates a dynamic Pine Script indicator containing Fair Value, Target Entry, and Breaker levels from SQLite and injects it onto the active TradingView chart.

norberts-gambit

Guides the user through Norbert's Gambit — the standard technique for converting cash between CAD and USD inside a brokerage account using the DLR.TO/DLR.U ETF pair, avoiding a bank or broker's FX spread. Explains the direction to trade, the generic buy →…

rebalance-portfolio

Generate valuation-adjusted trade recommendations to rebalance the portfolio toward thesis target weights. Unlike a pure drift-correction engine, this skill integrates AI fair-value signals to avoid adding capital to SELL-rated holdings and prioritize…

strategic-review

Challenge and stress-test the investment thesis against current AI valuation evidence, pillar performance, and market reality. Produces a structured assessment of which pillars are working, which are failing, and specific formula improvement proposals.…

thesis-review

The interactive entry point for pitching a new investment thesis or challenging an existing one. Triggers the Investment Committee agent to systematically intake the document, run adversarial research (DCF + Grok), calibrate capital allocation, and update…

update-portfolio-targets

Update target portfolio weights — by pillar (theme) and by holding (stock) — in the canonical thesis JSON file. Validates weights sum to 100% before writing. Bumps the thesis version and appends a changeLog entry. Aligns changes with the investment thesis…

data-quality-audit

Runs data integrity audits across domain_model.sqlite and intelligence.sqlite. Checks price staleness, missing DCF projections, unlinked accounts, and table schema health. Trigger on /data-quality-audit, "audit data quality", or "check db integrity".

weekly-review

Run range-based weekly review sweep, calculate week-over-week price moves across holdings, and generate the weekly research sweep prompt for Grok. Trigger on /weekly-review, "run weekly review", or "generate weekly grok prompt".

tv-onboarding

Deep-dive TradingView Desktop setup and CDP diagnostic guide. Walks users through installing TradingView Desktop, connecting their broker, and establishing remote debugging port 9222. Trigger on /tv-onboarding, "set up tradingview", or "connect tradingview".

portfolio-coverage-audit

Audits analysis coverage across all portfolio holdings and watchlist tickers. Identifies unanalyzed tickers ($0.00 price, missing DCF projections, missing TA levels), ranks them by priority, and queues them for automated intake via /stock-intake. Trigger with…

daily-brief

One daily command that synthesizes macro regime, TA sweep, DCF valuations, and thesis weight gaps into a ranked conviction-scored action list. Saves a JSON snapshot that compounds over time — each run surfaces delta vs. yesterday and trend patterns across the…

run-screener

Launch the Investment Screener suite (backend + frontend). Trigger when user says "run the screener", "start the app", "launch investment toolkit", "start servers", or "run investment screener".

13f-analyze

Surgical 13F analysis skill. Cross-references the latest SA LP 13F filing diff against target-portfolio.json to produce gated INITIATE/ACCUMULATE/TRIM/EXIT recommendations. Applies approved changes using update_targets.py. Trigger on "/13f-analyze", "analyze…

13f-tracker

Poll SEC EDGAR for 13F-HR institutional filings from a target fund, download and parse holdings into structured JSON, and generate quarter-over-quarter diffs. Trigger on "check 13F", "SA LP filings", "poll for new 13F", or "show SA LP holdings".

set-thesis-breakers

Interactive, HITL-first session to define a holding's thesis breakers — the specific, measurable conditions that would mean the investment thesis is broken. Reads the holding's existing rationale, DCF params, and framework score to propose 2-3 candidate…

ytd-return

Calculate Simple and Time-Weighted YTD returns, adjusting for cash flows (deposits/withdrawals) to measure true investment performance. Trigger on "calculate YTD return", "show my return", "TWR performance", or "/ytd-return".

forward-valuation-challenge

Challenge and stress-test AI-generated investment thesis valuations that are overly anchored on historical financials. Force the valuation engine to incorporate forward-looking demand signals, contract pipelines, and secular growth drivers — particularly for…

valuation-math-validation

Detect and prevent computational bugs in the DCF / scenario valuation engine that produce nonsensical target prices. Enforce deterministic math validation on every valuation run — catching unit mismatches, percent/decimal errors, double-discounting, share…