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Run a McKinsey-style macro economic impact briefing on the user's portfolio. Use when the user asks about rate impact, inflation, CAD/USD, recession risk, Fed/BoC policy, or how macro affects their holdings.
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。
SOC 職業分類に基づく
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.
| name | macro-impact |
| description | Run a McKinsey-style macro economic impact briefing on the user's portfolio. Use when the user asks about rate impact, inflation, CAD/USD, recession risk, Fed/BoC policy, or how macro affects their holdings. |
Before forming any view, load prior decisions so verdicts stay consistent across sessions:
mcp__aifolimizer__get_cross_ticker_lessons (max_lessons=3) - portfolio-level win/loss patternsmcp__aifolimizer__get_ticker_decision_history (ticker=…, max_decisions=5) and mcp__aifolimizer__get_ticker_reflection (symbol=…, n=3). If a prior decision exists and this run flips it, state explicitly WHY (new data / catalyst / price); never silently contradict a logged decision.After output, log every actionable verdict: for each BUY/SELL/TRIM/ADD/HOLD issued, call mcp__aifolimizer__log_recommendation (skill="macro-impact", ticker, action, conviction, rationale, target_pct, stop_pct). Skipping breaks the cross-session feedback loop and causes drift.
mcp__aifolimizer__get_profile - actual account types and capital. CAD/USD macro impact matters more for USD-heavy accountsmcp__aifolimizer__get_portfolio - current holdingsmcp__aifolimizer__get_macro_snapshot - live FRED data (Fed funds, 10Y yield, US/Canada CPI, CAD/USD, BoC rate, unemployment)mcp__aifolimizer__get_boc_snapshot - authoritative Bank of Canada data (BoC overnight target, USD/CAD, GoC 2/5/10y yields, 10y-2y curve slope). Prefer over FRED's lagged BoC mirror for Canadian rates; cite curve_signal (inverted/normal)mcp__aifolimizer__get_statcan_snapshot - official StatCan CPI YoY inflation + unemployment (use over FRED's Canadian mirror)mcp__aifolimizer__get_factor_snapshot - which Fama-French style factors (value/size/momentum/quality) lead now; feeds the sector-rotation call in section 8mcp__aifolimizer__get_market_breadth - VIX, SPY regime (bull/bear vs SMA200), composite market_regime signalmcp__aifolimizer__get_positioning_signals (symbols=[those names]) - macro tailwinds alone don't justify adding to a crowded name. Defer ADDs with crowding_score >= 70 (consensus-crowded, negative expected alpha); favor crowding_score <= 30 (contrarian edge).market_regime to calibrate portfolio risk stance (bull_low_fear → risk-on; bear_high_fear → defensive)get_profile - never hardcodeget_macro_snapshot cached 12h - Fed/BoC decision days break this. If user mentions recent rate move, WebSearch to confirm before using MCP data.market_regime is composite (VIX + SPY vs SMA200) - bear_high_fear ≠ recession; state components, not just label.get_boc_snapshot / get_statcan_snapshot are official Canadian sources - when they disagree with get_macro_snapshot's FRED mirror, trust BoC/StatCan and note the FRED lag.get_factor_snapshot returns US factors (Ken French) - read factor leadership as a global style signal, not a Canada-specific one.