菜单
Run a JPMorgan-style pre-earnings analysis on a specific ticker. Use when the user asks about an upcoming earnings report, "should I hold through earnings?", "what's the expected move?", or names a stock and earnings in the same query. Fetches portfolio via aifolimizer MCP.
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
Run a parallel bull/bear adversarial research pipeline on a specific ticker. Use when the user asks for "adversarial research", "bull bear analysis", "deep research on [ticker]", a bull-bear debate on X, or wants a rigorous debate-style investment thesis. (Bare "should I buy X?" belongs to pre-trade-check.) Then spawns parallel sub-agents over live data.
Monthly rebalance + DCA prompt for the long-term core ETF sleeve only (broad-market index ETFs) - NOT single-stock adds (use cash-deployment) and NOT max-Sharpe reweighting (use optimize-allocation). Use when the user asks "should I rebalance?", "where should I deploy my paycheck?", "DCA recommendation", "is my allocation drifting?", "auto-invest plan", or on the 1st of each month. Computes target vs actual core allocation, suggests DCA amount per ETF, accounts for tax-account routing.
Plan how to deploy uninvested cash across existing portfolio holdings. Use when the user asks "where do I put my cash?", "I have $X to invest", "deploy my cash", "what should I buy with my settled funds?", or "add to my best names". Routes capital to existing tickers ranked by setup quality and avoids concentration pile-on. Fetches portfolio + technicals + fundamentals via aifolimizer MCP.
Run a one-shot morning portfolio digest that ties together health, alerts, macro regime, crowding risk, concentration, and earnings calendar into a single decision-ready brief. Use when the user asks for "morning briefing", "daily digest", "what's happening today?", "what changed overnight?", or "give me the morning rundown". Composes existing MCP tools - no new data sources.
Harvard Endowment-style dividend income analysis - yield, payout-ratio safety, DRIP projection, and tax-account placement for income holdings. Use when the user asks about dividends, passive income, DRIP, yield, payout ratio, dividend safety, or "what should I hold for income?".
Analyze employer / equity-plan stock (shares held via an employer equity plan, RSUs, ESPP) as a SEPARATE concentration and wealth problem from the rest of the portfolio. Use when the user mentions employer stock, RSUs, ESPP, vesting, an equity-plan platform, "my company shares", or asks "should I keep / sell / trim my employer stock". Treats single-employer exposure as the dominant long-term risk it usually is.
| name | earnings-analyzer |
| description | Run a JPMorgan-style pre-earnings analysis on a specific ticker. Use when the user asks about an upcoming earnings report, "should I hold through earnings?", "what's the expected move?", or names a stock and earnings in the same query. Fetches portfolio via aifolimizer MCP. |
Before fetching market data, load prior decisions on this ticker so the verdict stays consistent across sessions:
mcp__aifolimizer__get_ticker_decision_history with ticker=TICKER, max_decisions=5 - prior actions, outcomes, reflectionsmcp__aifolimizer__get_ticker_reflection with symbol=TICKER, n=3 - prior recs + realized alphamcp__aifolimizer__get_cross_ticker_lessons with max_lessons=3 - portfolio-level win/loss patternsReconciliation rule: if a prior decision exists and your new read flips it, state explicitly WHY it changed (new data / catalyst / price move). Never silently contradict a logged decision - that drift is exactly what this prevents.
mcp__aifolimizer__get_profile - account types and capital. Frame position sizing and tax impact of any pre-earnings trademcp__aifolimizer__get_portfolio (or use stock with nearest earnings from get_earnings_calendar)mcp__aifolimizer__get_earnings_calendar - confirmed next earnings date and days untilmcp__aifolimizer__get_fundamentals with symbols=[ticker] - EPS TTM, analyst target price, analyst recommendationmcp__aifolimizer__get_recent_filings with ticker=ticker, forms=["8-K"] - pre-earnings 8-K events (guidance preannounce, M&A, exec change) that reshape the setup. US-listed onlymcp__aifolimizer__get_finnhub_news with ticker=ticker - news sentiment tally heading into the print (positioning into the event)mcp__aifolimizer__get_earnings_results with symbols=[ticker], quarters=4 - authoritative last-4-quarters EPS estimate/actual/surprise/beat-miss outcome. Do NOT WebSearch this; the MCP serves it.get_fundamentals, and qualitative management guidance from the last call.Call mcp__aifolimizer__log_recommendation with action (BUY/HOLD/SELL/ADD/TRIM), conviction (HIGH/MED/LOW), target_pct + stop_pct (% from entry - the schema takes percentages, not absolute prices), rationale (1-line thesis citing the play: buy before / trim before / hold through / wait), skill="earnings-analyzer". Feeds forward win-rate / track-record loop.
If the play is BUY/ADD, first call mcp__aifolimizer__get_positioning_signals with symbols=[ticker]: if crowding_score >= 70 the name is consensus-crowded into the print (late entry = negative expected alpha) - downgrade conviction or defer the add to post-earnings. This is a lighter check than the swing skills since earnings is an event catalyst, but a crowded pre-print add is exactly the chase to avoid.
get_earnings_calendar from yfinance can show next-FY date instead of next quarter for newly-listed or low-coverage tickers - sanity-check via WebSearch if days_until > 100.get_earnings_results (per-quarter estimate/actual/surprise/outcome) - do NOT WebSearch it. get_fundamentals carries only the current/next quarter. Only options-implied move and qualitative guidance need WebSearch.