portfolio-coverage-audit

Audits analysis coverage across all portfolio holdings and watchlist tickers. Identifies unanalyzed tickers ($0.00 price, missing DCF projections, missing TA levels), ranks them by priority, and queues them for automated intake via /stock-intake. Trigger with /portfolio-coverage-audit or "audit screener coverage".

Ir para a instalação

Repositório: richfrem/InvestmentToolkit
Última atividade na origem: 20 de agosto de 2026 às 14:03
Idioma detectado do SKILL.md: inglês
Estrelas: 0
Forks: 0

Opções de instalação

Por padrão, está selecionado o prompt que primeiro revisa a origem. Você pode mudar para um comando direto ou baixar uma cópia local.

Instalar com Codex ou Claude Copie este prompt, cole no Codex, Claude ou outro assistente e deixe que ele revise a página da skill e instale para você.

Um comando direto ignora o prompt de revisão. Verifique a origem antes de executá-lo.

npx skills add https://github.com/richfrem/InvestmentToolkit --skill portfolio-coverage-audit

O comando permanece em uma só linha. Role horizontalmente para revisá-lo antes de copiar.

Prefere uma cópia local? Baixe os arquivos disponíveis atualmente no SkillsMP.

Revise os arquivos de origem

Leia o SKILL.md e os arquivos complementares exibidos pelo SkillsMP antes de decidir se vai instalar.

Explorador de arquivos

2 arquivos

SKILL.md

Instruções da origem · Visualização somente leitura

Voltar à pesquisa Voltar à instalação

update-stock-analysis

Perform autonomous stock valuation for a ticker you already hold or track -- the "augment/update an existing stake's analysis" counterpart to stock-intake (which is for net-new tickers). Produces a Projection object saved to backend/data/projections/{TICKER}.json AND a deep-dive research report saved to backend/data/research/{TICKER}_{DATE}.md. Summarizes findings conversationally and supports interactive Q&A. Trigger when user asks to value, analyse, re-evaluate, or price a stock, or uses /update-stock-analysis (primary), /evaluate-stock (alias), or /perform-stock-valuation (alias). Renamed 2026-08-28 from stock_valuation -- see docs/architecture/skill-renames-2026-08-28.md for the full old->new mapping.

2026-08-28

stock-intake

Autonomous end-to-end stock intake & onboarding wizard designed for non-expert investors. Pulls live financials, conducts plain-English educational walkthroughs, queries TradingView CDP Data Window for technical levels (1D/1W), injects visual action tier lines on the chart, runs a 5-year scenario DCF model, logs research in intelligence.sqlite, and registers the stock into domain_model.sqlite under its designated strategy pillar. Trigger with /stock-intake {TICKER} or "onboard {TICKER}".

2026-08-28

etf-analysis

Perform autonomous ETF and fund analysis. Handles three fund types: CLOSED_END (NAV premium analysis, private holdings), THEMATIC_ETF (holdings composition, thesis alignment score), and CASH_FUND (yield, dividend timing). Saves structured JSON to backend/data/etf_analysis/{TICKER}.json and updates agentRationale in target-portfolio.json. Trigger on /analyze-etf or natural language: "analyze [TICKER]", "evaluate [TICKER] ETF".

2026-08-28

Ver todas deste repositório

name	portfolio_coverage_audit
plugin	portfolio-advisor
description	Audits analysis coverage across all portfolio holdings and watchlist tickers. Identifies unanalyzed tickers ($0.00 price, missing DCF projections, missing TA levels), ranks them by priority, and queues them for automated intake via /stock-intake. Trigger with /portfolio-coverage-audit or "audit screener coverage".
allowed-tools	Bash, Read, Write

name	portfolio_coverage_audit
plugin	portfolio-advisor
description	Audits analysis coverage across all portfolio holdings and watchlist tickers. Identifies unanalyzed tickers ($0.00 price, missing DCF projections, missing TA levels), ranks them by priority, and queues them for automated intake via /stock-intake. Trigger with /portfolio-coverage-audit or "audit screener coverage".
allowed-tools	Bash, Read, Write

portfolio-coverage-audit

Opções de instalação

Revise os arquivos de origem