Post-earnings analysis skill for institutional-grade earnings updates. Covers beat/miss, segment breakdown, margin trends, guidance assessment, estimate revisions, and valuation. Dual-mode: Lite (in-chat summary card, default) + Full (Markdown report, optional DOCX). Supports US markets. Triggers: "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "earnings report", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "财报前瞻", "业绩前瞻", "财报预览".
Hedging strategy design framework via AlphaMeta (IBKR) — Beta hedge ratio (portfolio vs benchmark), option protection strategies (protective put / collar), tail-risk hedges (VIX / gold / treasuries), cross-asset hedges (currency risk), and hedge cost assessment (option premium vs protection value). Triggers: "对冲", "对冲策略", "Beta对冲", "保护性看跌", "领口策略", "尾部风险", "汇率对冲", "对冲比率", "hedging", "hedge strategy", "beta hedge", "protective put", "collar strategy", "tail risk hedge", "currency hedge", "hedge ratio", "portfolio insurance", "组合对冲", "怎么对冲".
Candlestick / OHLCV data and intraday minute series via AlphaMeta (IBKR REST API). Supports 1m/5m/15m/30m/1h/day/week/month periods, history by date range, and today's intraday curve. Triggers: "K线", "K 线", "走势", "历史价格", "日K", "月K", "周K", "分时图", "近一周走势", "candlestick", "candles", "OHLCV", "intraday chart", "price history", "weekly chart", "monthly chart", "1-year chart", "前复权", "forward adjusted".
Live and historical market data for US equities and options via AlphaMeta (IBKR). Real-time quotes, candlestick / OHLCV charts, order book depth, option chains, contract details with Greeks, intraday minute curves, candlestick pattern recognition, and WebSocket subscription management. Triggers: "股价", "行情", "现在多少钱", "多少钱", "K线", "走势", "分时图", "盘口", "深度", "期权链", "行权价", "K线形态", "蜡烛图", "stock price", "quote", "kline", "chart", "depth", "option chain", "intraday", "candlestick pattern", "bid ask", "NVDA", "AAPL", "SPY", "AAPL quote", "NVDA chain"
Options strategy recommendation via AlphaMeta (IBKR) — selects and explains covered calls, protective puts, straddles, strangles, bull/bear spreads, iron condors, and butterflies based on market view (bullish/bearish/neutral) and IV environment (rich/cheap). Fetches live option chain, IV, Greeks, and max pain to recommend the right strategy with specific legs. Triggers: "期权策略", "备兑开仓", "保护性看跌", "跨式策略", "宽跨式", "牛市价差", "熊市价差", "铁鹰", "蝶式", "期权组合", "买入期权", "卖出期权", "看涨期权", "看跌期权", "options strategy", "covered call", "protective put", "straddle", "strangle", "bull spread", "bear spread", "iron condor", "butterfly", "option strategy", "what option should I", "how to play", "options recommendation".
Account-level analysis via IBKR (Interactive Brokers) — positions, P&L, balance, margin, leverage ratio, buying power, and execution history. Distinguishes long vs short positions, shows real-time unrealized/realized P&L, and computes account-level leverage ratio. Triggers: "查持仓", "账户余额", "保证金率", "杠杆率", "多头", "空头", "盈亏", "账户概览", "账户表现", "持仓明细", "我的仓位", "positions", "portfolio", "balance", "leverage", "margin", "P&L", "net liquidation", "buying power", "long positions", "short positions", "my account".
Options technical indicators via AlphaMeta — Greeks (delta, gamma, vega, theta, rho), implied/experienced volatility (IV/HV), max pain, gamma exposure (GEX), margin requirements, and leverage ratio. Use when: "Greeks", "delta", "gamma", "vega", "theta", "隐含波动率", "IV", "历史波动率", "HV", "max pain", "gamma exposure", "保证金", "margin", "杠杆率", "leverage", "portfolio margin".
Named grouping of symbols (stocks, options, futures) persisted locally via AlphaMeta. Read your watchlist groups, create new groups, add/remove symbols, delete groups. All data is stored locally — no remote state changes, no broker involvement. Supports full workflow: get symbols from a group → route to alphameta-market-data for batch quotes, or alphameta-portfolio for position checks. Triggers: "我的自选股", "自选股有哪些", "我关注的股票", "我的分组", "把 X 加到自选", "添加到自选", "创建分组", "删除自选", "删除分组", "自選股", "關注的股票", "分組", "把 X 加到自選", "新增至自選", "建立分組", "刪除自選", "刪除分組", "watchlist", "my watchlist", "favorited stocks", "watch groups", "add to watchlist", "remove from watchlist", "create group", "delete group", "rename group".