菜单
Calculate Simple and Time-Weighted YTD returns, adjusting for cash flows (deposits/withdrawals) to measure true investment performance. Trigger on "calculate YTD return", "show my return", "TWR performance", or "/ytd-return".
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。
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。
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 ytd-return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。
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.
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}".
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".
正在显示 SKILL.md
| name | ytd_return |
| plugin | portfolio-advisor |
| description | Calculate Simple and Time-Weighted YTD returns, adjusting for cash flows (deposits/withdrawals) to measure true investment performance. Trigger on "calculate YTD return", "show my return", "TWR performance", or "/ytd-return". |
| allowed-tools | Bash, Read, Write |
This skill tracks and computes your portfolio's performance from Jan 1 through the current date, adjusting for deposits and withdrawals using Time-Weighted Rate of Return (TWR) linking.
Run the canonical script:
python3 plugins/portfolio-advisor/scripts/ytd_return.py
All cash flow history (deposits and withdrawals) is stored in:
investment_screener/backend/data/cash_flows.json
Feel free to append new deposits or withdrawals to that file to update your performance metrics.