Monitor the health of every active thesis in ~/clarion/theses/. For each one — refresh price, recompute Risk Environment from the current regime, check kill conditions (read from the file's status column), aggregate to an Overall score, recommend an action (EXIT / REDUCE / HOLD / ADD), and write the updated scores + history back to the thesis file. Produces a dashboard surfacing what needs attention. Use when the user asks "monitor my theses", "thesis health check", "any kill conditions triggered?", "what's the action on <TICKER>", or as part of a daily / weekly review. Requires clarion-setup to have been run.
Scaffold a new thesis document for a ticker in the canonical Clarion thesis format. Pre-fills the YAML metadata block, opens the History with an OPENED entry, and (when filings are indexed) seeds the "Why I Believe It" evidence section with draft citations from the Buffett-lens search. The user fills in the actual prose. Outputs a markdown file at ~/clarion/theses/{TICKER}.md. Use when the user says "write a thesis on <TICKER>", "scaffold a thesis for <TICKER>", "draft a thesis for <TICKER>", or after clarion-single-stock-eval returns an Add verdict and the user wants to formalize the position. Requires clarion-setup to have been run.
Evaluate a single stock using the Buffett lens. Pulls a quality snapshot from yfinance, current SPY/TLT regime context, and snippets from the indexed SEC filings across four dimensions (moat, management, financial trends, risks). The chat agent reasons over the structured output to produce a written evaluation. Use when the user says "evaluate <TICKER>", "is <TICKER> a buy?", "Buffett evaluation of <TICKER>", "what's <TICKER>'s moat?", or asks about a specific company's management, financials, or risks. Requires clarion-setup to have been run, and the ticker to be indexed first via clarion-sec-research.
Pull, index, and search SEC EDGAR filings for any public company. Supports 10-K and 10-Q (annual/quarterly with curated section extraction for risk factors, MD&A, business, and financials), Form 3/4/5 (insider transactions), 8-K (material events), DEF 14A (proxy/governance), S-1 (IPO/registration), 20-F (foreign private issuers), and any other SEC form by name. Use when the user asks about a company's SEC filings, risk factors, MD&A, insider transactions, executive compensation, business description, or wants to analyze a specific filing in plain English. Single ticker or multiple tickers (comma-separated). On first request for a ticker+form, indexing happens in the background (1-5 min). Subsequent queries are fast. Requires clarion-setup to have been run.
Reads the SPY/TLT/RSP color regime and the equity hurdle rate. Use when the user asks about the market regime, risk-on / risk-off, market color, SPY/TLT regime, breadth, or what hurdle rate to use for new positions. Pulls daily bars via yfinance (cached locally). Optionally accepts a 1Y T-bill yield to compute the equity hurdle rate. Requires clarion-setup to have been run.
Natural-language SEC filing intelligence — fetch, index, search, and analyze SEC EDGAR filings for any public company via conversation. Built on the PageIndex vectorless RAG methodology.
Install and run OpenClaw on Zo Computer with Tailscale private networking, browser Control UI, and Zo MCP tools via mcporter. Use this skill whenever the user wants to set up OpenClaw on their Zo, install OpenClaw, run OpenClaw, host OpenClaw, or asks about getting OpenClaw running on Zo. Also use when the user mentions "openclaw", "open claw", "personal agent framework", or asks about running a persistent AI agent on their Zo with Telegram/Discord/WhatsApp access. Handles Tailscale setup, OpenClaw installation, mcporter setup for Zo tools, two-phase gateway bootstrap, reprovision-safe service registration, and health verification. NOT for general Zo agent setup (use heartbeats and native Zo skills instead).
Work with Trello using your own Trello API key (free)