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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".
デフォルトでは、最初にソースを確認する Prompt が選択されています。直接コマンドに切り替えるか、ローカルコピーをダウンロードすることもできます。
インストールを決める前に、SKILL.md と SkillsMP に表示されている付属ファイルをお読みください。
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
直接コマンドでは確認用 Prompt が省略されます。実行前にソースを確認してください。
npx skills add https://github.com/richfrem/InvestmentToolkit --skill ytd-returnコマンドは1行のまま表示されます。コピー前に横へスクロールして全体を確認してください。
ローカルで確認しますか？SkillsMP が現在取得できるファイルをダウンロードできます。
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.
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}".
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".
SKILL.md を表示中
| name | ytd_return |
| plugin | portfolio-advisor |
| description | 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". |
| allowed-tools | Bash, Read, Write |
This skill tracks and computes your portfolio's performance from Jan 1 through the current date, adjusting for deposits and withdrawals using Time-Weighted Rate of Return (TWR) linking.
Run the canonical script:
python3 plugins/portfolio-advisor/scripts/ytd_return.py
All cash flow history (deposits and withdrawals) is stored in:
investment_screener/backend/data/cash_flows.json
Feel free to append new deposits or withdrawals to that file to update your performance metrics.