菜单
Use this skill when the user explicitly requests an "implementation plan", "execution plan", "trading plan", or asks for specific costs and timelines for portfolio changes. Creates detailed trade plans with dollar amounts, trading costs, execution strategies, and settlement timelines.
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
| name | implementation-planning |
| description | Use this skill when the user explicitly requests an "implementation plan", "execution plan", "trading plan", or asks for specific costs and timelines for portfolio changes. Creates detailed trade plans with dollar amounts, trading costs, execution strategies, and settlement timelines. |
Trigger when user explicitly requests: "implementation plan with specific dollar amounts and timelines", "trading costs and execution strategy", "detailed execution plan with market impact estimates"
Do NOT trigger for general portfolio recommendations — those use concentration-risk-assessment instead.
Tool: quantitative_analyzer
Get current positions (market value, weight) for target securities.
Tool: implementation_analyzer
Query trading costs and liquidity metrics:
Tool: implementation_analyzer
Query settlement data:
Apply these formulas:
| Security | Action | Notional ($) | Est. Cost ($) | Cost (bps) | Strategy | Timeline |
|---|---|---|---|---|---|---|
| [Ticker] | Buy/Sell | $X,XXX,XXX | $X,XXX | X.X bps | VWAP/TWAP/Block | T+X |
Total implementation cost: $[sum] ([weighted avg] bps)
Execution Strategy Recommendations:
Settlement Timeline: All trades settle on T+2 standard settlement cycle.
A detailed implementation plan with trade table, cost estimates, execution strategy recommendations, and settlement timeline.
Use this skill when the user asks to "prepare an RFP response", "draft an RFP", "respond to an RFP", or needs to compile firm capabilities, track record, investment process, and compliance content for a proposal. Also use when the user mentions "Request for Proposal", "mandate proposal", "tender response", or "client proposal".
Use this skill when the user asks about a borrower's default probability, credit risk drivers, PD scores, risk ratings, or wants to run what-if scenarios on credit metrics like "what if revenue drops 20%" or "recalculate PD with adjusted inputs". Also use when explaining why a borrower received a particular risk rating, SHAP analysis, or comparing risk across borrowers.
Use this skill when the user asks which factors are driving returns, wants to compare factor performance across periods, or requests ad-hoc factor exploration like "which factors are working this quarter", "compare momentum vs value", or "factor correlations". Also use when the user needs analysis beyond what pre-computed factor views provide.
Use this skill when the user wants to optimize portfolio weights, find the efficient frontier, construct a maximum Sharpe or minimum variance portfolio, or rebalance with specific constraints like position caps, sector limits, or ESG minimums. Also use when the user says "what's the optimal allocation" or "rebalance for minimum risk".
Use this skill when the user asks about anomalies, risk flags, style drift, attribution drift, concentration alerts, or anything unusual in attribution patterns. Also use proactively when generating reports to check for HIGH severity items before presenting findings.
Use this skill when the user asks to "generate an attribution report", "prepare attribution for the board", "write up quarterly performance", or wants a comprehensive multi-section attribution narrative. Orchestrates multiple tools into a complete report with audience-appropriate depth.
