菜单
Monthly portfolio allocation review — load rules + latest valuation, compute bucket weights vs targets, identify rebalance candidates, enforce gold/cash/single-name caps, save JSON+TXT, and deliver a concise summary.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
AUTO-INVOKE for fast technical scans and market briefs. Triggers: scan TICKER (or 扫 TICKER, quick TICKER) for single/multi quick analysis; portfolio health (or portfolio-health, 持仓健康) for batch portfolio scan; market brief HK/US (or brief HK/US, 市场简报 HK/US) for index+sector overview. Output is a DSA-style 决策看板 / 市场简报 emitted on stdout for you to deliver.
AUTO-INVOKE for structured adversarial review when the user wants to stress-test a plan, decision, thesis, or article angle. Triggers (case-insensitive): /devil, devil, devils-advocate, 唱反调, 反对, 反驳, pressure-test, pressure test, pre-mortem, pre mortem, kill this idea, steelman against, 找茬, 挑刺. The skill produces a strict 3-section adversarial output. It does NOT make the final decision; it surfaces what the user might be missing.
Policy-constrained Portfolio Manager (PM) decision workflow — compute investable/bucket weights, diagnose drifts and breaches, and emit three-layer recommendations with audit + chat rendering.
Detect and reject fabricated portfolio reports with fake holdings (AAPL, TSLA, GOOGL) vs real anchors (NVDA, NVDA, MSFT, 0700.HK, 0700.HK, Japanese/Singaporean funds)
Deterministic portfolio valuation and chat-friendly push using Yahoo multi-endpoint fallbacks (v7 quote → v8 chart → v7 spark), static valuation for MMF/StructNote/CODE items, at-cost valuation for HSBC 2028 bond, FX overrides, MMF safety allocation, ringfenced obligations, liabilities deduction, separate lots for duplicate tickers (e.g., 0700.HK A/B), JSON snapshotting, and cron scheduling at SGT 18:00 with manual /888 trigger.
AUTO-INVOKE when user says 'portfolio' (exactly). Runs the live portfolio report script and returns output verbatim.
| name | monthly-allocation-review |
| description | Monthly portfolio allocation review — load rules + latest valuation, compute bucket weights vs targets, identify rebalance candidates, enforce gold/cash/single-name caps, save JSON+TXT, and deliver a concise summary. |
| version | 1.0.0 |
| author | Hermes Agent |
| metadata | {"tags":["finance","portfolio","review","monthly"],"sources":["~/.hermes/portfolio/monthly_review.py"]} |
Scheduled cron: 1st trading day of each month at 18:15 SGT (or on demand).
