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".

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Repositorio: richfrem/InvestmentToolkit
Última actividad en el origen: 20 de agosto de 2026 a las 14:28
Idioma detectado de SKILL.md: inglés
Estrellas: 0
Forks: 0

Opciones de instalación

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npx skills add https://github.com/richfrem/InvestmentToolkit --skill data-quality-audit

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update-stock-analysis

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 backend/data/projections/{TICKER}.json AND a deep-dive research report saved to backend/data/research/{TICKER}_{DATE}.md. Summarizes findings conversationally and supports interactive Q&A. Trigger when user asks to value, analyse, re-evaluate, or price a stock, or uses /update-stock-analysis (primary), /evaluate-stock (alias), or /perform-stock-valuation (alias). Renamed 2026-08-28 from stock_valuation -- see docs/architecture/skill-renames-2026-08-28.md for the full old->new mapping.

2026-08-28

stock-intake

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 lines on the chart, runs a 5-year scenario DCF model, logs research in intelligence.sqlite, and registers the stock into domain_model.sqlite under its designated strategy pillar. Trigger with /stock-intake {TICKER} or "onboard {TICKER}".

2026-08-28

etf-analysis

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 backend/data/etf_analysis/{TICKER}.json and updates agentRationale in target-portfolio.json. Trigger on /analyze-etf or natural language: "analyze [TICKER]", "evaluate [TICKER] ETF".

2026-08-28

Ver todos los de este repositorio

name	data-quality-audit
plugin	portfolio-advisor
description	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".
allowed-tools	Bash, Read

name	data-quality-audit
plugin	portfolio-advisor
description	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".
allowed-tools	Bash, Read

data-quality-audit

Opciones de instalación

Revisa los archivos de origen