Run a parallel bull/bear adversarial research pipeline on a specific ticker. Use when the user asks for "adversarial research", "bull bear analysis", "deep research on [ticker]", a bull-bear debate on X, or wants a rigorous debate-style investment thesis. (Bare "should I buy X?" belongs to pre-trade-check.) Then spawns parallel sub-agents over live data.
Monthly rebalance + DCA prompt for the long-term core ETF sleeve only (broad-market index ETFs) - NOT single-stock adds (use cash-deployment) and NOT max-Sharpe reweighting (use optimize-allocation). Use when the user asks "should I rebalance?", "where should I deploy my paycheck?", "DCA recommendation", "is my allocation drifting?", "auto-invest plan", or on the 1st of each month. Computes target vs actual core allocation, suggests DCA amount per ETF, accounts for tax-account routing.
Plan how to deploy uninvested cash across existing portfolio holdings. Use when the user asks "where do I put my cash?", "I have $X to invest", "deploy my cash", "what should I buy with my settled funds?", or "add to my best names". Routes capital to existing tickers ranked by setup quality and avoids concentration pile-on. Fetches portfolio + technicals + fundamentals via aifolimizer MCP.
Run a one-shot morning portfolio digest that ties together health, alerts, macro regime, crowding risk, concentration, and earnings calendar into a single decision-ready brief. Use when the user asks for "morning briefing", "daily digest", "what's happening today?", "what changed overnight?", or "give me the morning rundown". Composes existing MCP tools - no new data sources.
Harvard Endowment-style dividend income analysis - yield, payout-ratio safety, DRIP projection, and tax-account placement for income holdings. Use when the user asks about dividends, passive income, DRIP, yield, payout ratio, dividend safety, or "what should I hold for income?".
Run a JPMorgan-style pre-earnings analysis on a specific ticker. Use when the user asks about an upcoming earnings report, "should I hold through earnings?", "what's the expected move?", or names a stock and earnings in the same query. Fetches portfolio via aifolimizer MCP.
Analyze employer / equity-plan stock (shares held via an employer equity plan, RSUs, ESPP) as a SEPARATE concentration and wealth problem from the rest of the portfolio. Use when the user mentions employer stock, RSUs, ESPP, vesting, an equity-plan platform, "my company shares", or asks "should I keep / sell / trim my employer stock". Treats single-employer exposure as the dominant long-term risk it usually is.
Self-diagnostic for the aifolimizer harness wiring. Use when something is silently broken or before relying on the system - "is everything working?", "health check", "why is the MCP not responding?", "check my setup", "diagnose aifolimizer". Audits MCP server, services, WS token freshness, hooks. Catches stale-token / unregistered-MCP / broken-hook silent failures.