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".

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仓库: richfrem/InvestmentToolkit
最近来源活动: 2026年8月20日 14:03
检测到的 SKILL.md 语言: 英语
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安装方式

默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。

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。

直接命令不会经过审查 Prompt；运行前请先检查来源。

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

命令会保持在同一行。复制前请横向滚动并检查完整内容。

想先保存到本地？可下载 SkillsMP 当前能够提供的文件。

检查来源文件

决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。

文件资源管理器

2 个文件

SKILL.md

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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

查看这个仓库的全部 Skills

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

安装方式

检查来源文件