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SkillsMP ha recopilado 61 skills de richfrem/InvestmentToolkit. Abre una skill para revisar su origen y sus detalles.
Mostrando 40 de 61 skills recopiladas.
Perform autonomous stock valuation for a ticker you already hold or track -- the "augment/update an existing stake's analysis" counterpart to stock-intake (which is for net-new tickers). Produces a Projection object saved to…
Idioma del texto original: inglés
Autonomous end-to-end stock intake & onboarding wizard designed for non-expert investors. Pulls live financials, conducts plain-English educational walkthroughs, queries TradingView CDP Data Window for technical levels (1D/1W), injects visual action tier…
Idioma del texto original: inglés
Perform autonomous ETF and fund analysis. Handles three fund types: CLOSED_END (NAV premium analysis, private holdings), THEMATIC_ETF (holdings composition, thesis alignment score), and CASH_FUND (yield, dividend timing). Saves structured JSON to…
Idioma del texto original: inglés
Prepares a comprehensive adversarial review bundle of the investment thesis, DCF projections, target weights, and the latest daily loop recommendations for paste into a frontier LLM (Grok, ChatGPT, Gemini). Automatically generates the prompt, creates the…
Idioma del texto original: inglés
Interactive target-weight calibration session. Goes through each holding one at a time, presents current % vs target % vs recommended target with reasoning. User can agree, push back with a different number, or ask for deeper research before deciding. At the…
Idioma del texto original: inglés
Prepares a standalone adversarial review bundle of the investment thesis, DCF projections, and proposed weights for paste into an external LLM (Grok, ChatGPT, Gemini). Generates a targeted critical-analyst prompt, compiles all live thesis artifacts into a…
Idioma del texto original: inglés
Quick portfolio health check: drift monitor, pillar conviction audit, and thesis formula score. For full adversarial thesis challenge with formula improvement proposals, use /strategic-review.
Idioma del texto original: inglés
Generates a live Grok/X.com prompt from the current target-portfolio.json, receives Grok's structured response, gates each recommendation against DCF and the 8 hard gates, then applies approved target changes with a full refresh chain. Trigger on…
Idioma del texto original: inglés
Perform a qualitative deep-dive research sweep on a stock: recent news, earnings call highlights, competitive landscape shifts, macro/regulatory changes, management updates, and analyst sentiment. Updates the existing research report and priorAnalysisReview…
Idioma del texto original: inglés
Refreshes live market prices into domain_model.sqlite via Questrade get_quotes — current holdings by default, or the full watchlist with --full-watchlist.
Idioma del texto original: inglés
Directly syncs Questrade account balances, holdings, and cash splits into domain_model.sqlite.
Idioma del texto original: inglés
Retrieve and display account cash flow ledger events (dividends, interest, deposits, withdrawals, trades) via Questrade MCP.
Idioma del texto original: inglés
Direct skill wrapper for Questrade MCP tools to retrieve and display account balances and CAD/USD cash splits.
Idioma del texto original: inglés
Direct skill wrapper for Questrade MCP tools to retrieve and display open security positions.
Idioma del texto original: inglés
Draft an equity or options order in Questrade via MCP and request Human-in-the-Loop (HITL) mobile push approval.
Idioma del texto original: inglés
Diagnose and guide setup of the Questrade Brokerage MCP connection in Claude Code or other supported AI environments.
Idioma del texto original: inglés
Fetches, analyzes, and lists active TradingView price alerts, saving the snapshot to the backend data folder for offline caching and verification. Trigger on /tv-alert-list, "list tradingview alerts", or "show active alerts".
Idioma del texto original: inglés
Change the active TradingView chart type (candle style). Supports candlestick, Heikin Ashi, line, area, Renko, bars, and all other TV chart types.
Idioma del texto original: inglés
Master onboarding coordinator and holistic portfolio bootstrap wizard for InvestmentToolkit. Guides new users through zero-config engine installation, account & pillar setup, broker/TradingView CDP ingestion, automated DCF baseline analysis, and live visual…
Idioma del texto original: inglés
The single daily command. Interactively guides through the full day: portfolio freshness → morning brief → triage → action cards → self-evolution. One command replaces the 10-step manual checklist. Triggered by /daily or "start my day".
Idioma del texto original: inglés
Captures a TradingView chart screenshot and performs visual technical analysis. Reads the live chart image (with whatever indicators the user has configured) and produces support/resistance levels, trend assessment, and buy/sell price zones. Optionally…
Idioma del texto original: inglés
Draws and annotates horizontal level lines, entry/exit price zones, and text tags directly onto the active TradingView Desktop chart via CDP. Trigger on /tv-draw, "draw horizontal line", "draw buy pocket", or "annotate chart".
Idioma del texto original: inglés
Creates TradingView price alerts at DCF bear/base/bull scenarioPrice targets for all (or one) portfolio holdings that have projection JSONs. Requires TradingView Desktop running with --remote-debugging-port=9222. Trigger on /tv-alert-sync, "sync tradingview…
Idioma del texto original: inglés
The master self-evolving workflow for authoring, research, and managing custom Pine Script v6 indicators. Empowers the agent to learn from existing indicators, apply strict repainting safeguards, and self-heal by creating new helpers.
Idioma del texto original: inglés
Cancel a Working or Inactive order in TradingView via CDP (clicks the × button on the order row), then marks it cancelled in the Trade Log. Requires TradingView Desktop with --remote-debugging-port=9222.
Idioma del texto original: inglés
Captures a chart screenshot for a ticker in TradingView Desktop. Switches the chart to the requested ticker, takes a screenshot, and saves it to PortfolioAnalysis/screenshots/{YYYY-MM-DD}/{TICKER}.png. Trigger on /tv-snapshot TICKER, "snapshot TICKER", or…
Idioma del texto original: inglés
Read Working and Inactive orders from TradingView's broker panel via CDP. Returns open order rows including UUID, ticker, side, price, and status. Useful for verifying order state, finding order UUIDs for cancel/modify, and scripted order management.
Idioma del texto original: inglés
Modify the limit price (and optionally quantity) of a Working or Inactive order in TradingView via CDP. Uses keyboard events to fill the modify form so React's onChange fires correctly. Requires TradingView Desktop with --remote-debugging-port=9222.
Idioma del texto original: inglés
Generates custom Pine Script v6 indicators or strategies and injects them directly into the TradingView Pine Editor via CDP. Handles compilation errors with an auto-correction loop. Serves as a Pine Script expert for creating, saving, and adding to charts.
Idioma del texto original: inglés
Place a buy or sell order via TradingView's built-in connected broker integration using CDP DOM automation. Checks broker login, buying power, and account before showing a confirmation card. Fills the TradingView order dialog, screenshots the filled form for…
Idioma del texto original: inglés
Pulls real-time prices for all portfolio positions. Uses TradingView Desktop if running (port 9222), falls back to yfinance automatically per ticker. Trigger on /tv-price-refresh, "refresh prices", or "get live prices".
Idioma del texto original: inglés
Batch daily Technical Analysis sweep across all holdings.
Idioma del texto original: inglés
Adversarial red-team reviewer for Technical Analysis theses. Acts as a Senior Risk Manager and Skeptical Proprietary Trader who challenges TA logic, validates price levels against the cited evidence, and surfaces ignored contradictions. Responds with…
Idioma del texto original: inglés
Acts as a seasoned Technical Analyst and Pine Script expert. Navigates TradingView to the requested ticker and timeframe, builds the optimal indicator view (reading existing indicators or authoring custom ones via author-pine-script), reads the Data Window,…
Idioma del texto original: inglés
Add a built-in TradingView indicator or personal Pine Script to the active chart. Opens the Indicators dialog, searches by name, and clicks the first result.
Idioma del texto original: inglés
Change the active TradingView chart symbol. Clicks the symbol button in the chart header, types the ticker, and confirms with Enter.
Idioma del texto original: inglés
Complete agent workspace setup: switch to agent-layout, change symbol, and set timeframe in one shot. Always run this before any chart analysis work.
Idioma del texto original: inglés
Synchronizes portfolio holdings and researched tickers from projections / watchlist.json to TradingView watchlists.
Idioma del texto original: inglés
Sync portfolio.json from TradingView's live broker panel (all accounts: TFSA, RRSP, Cash) via CDP. Scrapes positions and balances, shows a diff vs the current portfolio.json (new positions, closed positions, qty/price changes), and waits for explicit CONFIRM…
Idioma del texto original: inglés
Save the current Pine Script in the editor to TradingView's personal library. Handles the "Save as" naming dialog on first save. After saving, the script appears under "My scripts" in the Indicators dialog for future loading.
Idioma del texto original: inglés