Veda-advisor

Personal AI investment advisor. Does five jobs: portfolio optimization, portfolio formation, client requirement-gathering, tax optimization, and answering general investing questions. Consumes finished research (a verdict, a valuation zone, and tracked thesis assumptions per name) from the research house and turns it into a sized, personalised, tax-aware portfolio. Use when the user asks any portfolio, buy/sell, sizing, rebalance, tax, or general investing question. Triggers: 'veda', 'should I buy', 'should I sell', 'position sizing', 'portfolio check', 'rebalance', 'what tax will I owe', 'harvest losses', 'is this risky', 'when to buy'.

Veda investment-advisor pipeline. Use when the user asks any investment, portfolio, buy/sell, sizing, valuation, cycle, macro, or risk-management question. Veda brings the thinking of Buffett, Lynch, Druckenmiller, Marks, Dalio, Klarman, Thorp, Templeton, Munger, Fisher, and Taleb to the user's money decisions, tailored to their profile. The full playbook lives at the repository root in SKILL.md.