dexter-bz

Analyze portfolio performance versus benchmarks. Triggers when the user asks about "portfolio performance", "how has my portfolio done", "compare my portfolio to S&P 500 or Ibovespa", "portfolio returns", "Sharpe ratio for my portfolio", "track my investments", "dollarized P&L", or "portfolio vs benchmark".

Perform a Comparable Company Analysis (Comps) to value a company relative to its peers.

Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.

Use this skill when the user asks for a "daily briefing", "what happened today", or a summary of the Brazilian market (B3, Ibovespa, USD, Rates).

Use for Brazil/B3 tickers, CVM filings (DFP/ITR/FRE/IPE), PTAX FX conversion, B3 ETF/FII listings, or when users ask about Brazilian companies, funds, or BRL/USD conversions.

Create a new financial data tool following project patterns

Run tests related to current changes