Decide where attention goes today across the 10-product portfolio. The "if you had 4 hours to work on the portfolio, do this" agent.
Direct portfolio construction decisions across allocation, factor exposure, hedging, and tax optimization.
Use this plugin when the user wants a premium dark single-page portfolio landing: cinematic HLS hero video, Instrument-Serif italic display type, a loading screen counter, a bento…
Audits analysis coverage across all portfolio holdings and watchlist tickers. Identifies unanalyzed tickers ($0.00 price, missing DCF projections, missing TA levels), ranks them…
Multi-project portfolio analytics dashboard. Aggregate KPIs across projects, track portfolio health, compare performance, and support executive decision-making.
How Ryan designs. Use before changing style.css, page layouts in build.mjs, or adding any visual element to the site.
Account prioritization criteria for portfolio health monitoring and daily briefings. Auto-invoke when determining which accounts need investigation, prioritizing daily actions,…
The run procedure for the Agentic Engineer (the products' primary engineer) — pre-flight, survey the whole devantler-tech portfolio, select the highest-value work (operate first,…
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions,…
Portfolio allocation and rebalancing optimizer. Manages asset allocation across stocks/cash/bonds, performs periodic rebalancing, and ensures diversification according to market…
Discover Ruben Marcus's experience, services, availability, and contact options through his public portfolio MCP endpoint.
Track portfolio company KPIs, variances, returns analysis. Use when user says "monitor portfolio", "track KPIs", "portfolio returns".
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces…
Portfolio-specific pacing thresholds, budget tolerances, and brand caps. Auto-invoke when analyzing pacing variance, checking if accounts are on pace, investigating…
How Ryan presents. Use when drafting talk abstracts, outlines, speaker notes, or deck content, and when adding presentations to the site.
Rastrea el estado de registros de PI, fechas de renovación y tasas de mantenimiento pendientes
Snapshot of ALL products — one table, one recommendation. The "where should I focus today" command.
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.
Für Portfolio Legal Calendar: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
A 股持仓报告生成。当用户需要生成完整持仓分析报告 (盈亏统计/风险敞口/行业分布/调仓建议) 时,Claude 应使用此 Skill。与 watchlist-monitor 配合, 形成"监控+报告"完整闭环。
Erstellt LP-Report, KPI, ESG, Valuation, Material Events, Covenant-Status und Litigation Update im Private Equity Praxis.
Đánh giá danh mục đầu tư Việt Nam — hiệu suất, rủi ro, phân bổ, và khuyến nghị tái cơ cấu. Dùng khi user muốn review/đánh giá danh mục, phân bổ tài sản, hoặc tái cơ cấu portfolio.
Analyze portfolio concentration, position size, issuer/fund look-through overlap, sector/country/currency/rate/factor exposure, liquidity, leverage, correlation fragility,…
ใช้เมื่อผู้ใช้พูดถึงการวิเคราะห์/กระจายความเสี่ยงพอร์ตการลงทุน multi-asset (หุ้น/ETF/คริปโต) — ตรวจว่าพอร์ต "ดูกระจาย" แต่จริงไม่กระจาย, วัด capital weight เทียบ risk…
Single-pass holdings analysis for kcn using workspace files and the local fetch chain. Use for portfolio review, position risk ranking, US-HK cross-market read, leverage ETF risk…
Analyzes portfolio risk including VaR, volatility, drawdown, concentration, correlation, and provides risk management recommendations
Use when choosing and continuing ready work across multiple toolbox products while preserving one primary scenario per task.
Erstellt eine Übersicht des Prozessportfolios aus _log.yaml — Risikoverteilung, bevorstehende Fristen, veraltete Mandate, Wesentlichkeitssummen, Verfahrensstadien und markierte…
Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies.
Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies.
_log.yaml dosyasından portföy/dava özetini çıkarır — risk dağılımı, yaklaşan kesin süreler/duruşmalar, hareketsiz (stale) dosyalar, finansal önem (materiality) toplamları, aşama…
Expert in portfolio-level lease analysis and renewal prioritization. Use when analyzing lease rollover schedules, prioritizing renewals, assessing expiry cliff risk, or…
Hisse senedi ve kripto portföy takibi. Piyasa analizi. Teknik analiz (trend, destek-direnç). Portföy çeşitlendirme. Risk/yatırım profili.
Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value).
البوابة الاستراتيجية لاختيار مشروع واحد أو مرشح تحقق واحد من المحفظة، مع دليل مشتري وحالة إطلاق وقائمة تجميد. استخدمها عند سؤال الأولوية أو الإطلاق أو ما الذي قد يحقق أول دخل.
Reusable UI patterns and shared components for the Alexis Trejo portfolio—cards, heroes, sidebars, code blocks, loading/error states, project cards.
Solo-Selbstständige: prüft Eigenwerbung trotz Kundengeheimnis und Urheberrechten; mit Abfrage von Tätigkeit, Status, Belegen, Fristen, Geldfolge und konkretem nächstem…
Track the IP portfolio — registrations, renewals, Yıllık Sicil Ücretleri / Patent Yıllık Harçları (SMK m.101)s, and use declarations.
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports Fidelity (automated) with multi-broker planned.
> Utilize esta skill na preparação, revisão ou aconselhamento sobre demonstrações financeiras anuais de uma sociedade portuguesa.
> Utilize esta skill ao aconselhar sobre estratégias LEGAIS de minimização fiscal para contribuintes portugueses — particulares, trabalhadores independentes (recibos verdes) e…
Use when Power BI sources include tax, compliance, audit, GRC, controls, risk, SOX, VAT, indirect tax, audit management, Workiva, Diligent, SAP GRC, AuditBoard, Vertex, Avalara,…
Models financial impact of price/pack changes including cannibalization and competitor response. Trigger when asked to: model P&L by SKU, estimate ROI of a PPA initiative, build…
Run a final read-only readiness check before an investment or trade across exact identity, evidence cutoff, executable entry, thesis, payoff, catalysts, invalidation, quantity,…
Meta-skill for orchestrating topic-monitor, polymarket-odds, and simmer-weather to detect potential news-vs-market mispricing in prediction markets.
Review prediction-market, basket, oracle, and trading-agent workflows for compliance, safety, data-quality, privacy, and execution risk.
Prediction markets data - Polymarket, Kalshi markets, prices, positions, and trades — from gooseworks-ai/goose-skills
Participate in the Roarin AI prediction network. Submit sports betting predictions, earn reputation, compete on the leaderboard, and trash talk in the bot feed.
Structures international investment recommendations with country risk overlay, currency analysis, and structural considerations for IC presentation.
Structures investment-level performance attribution with return decomposition, timing analysis, and value driver identification.
Structures event-driven investment recommendations with catalyst identification, timeline analysis, and risk/reward framework for portfolio allocation.
Structures fund NAV reporting with investment-level valuations, methodology disclosure, and fair value hierarchy classification.
Coordinates partner tax reporting with Schedule K-1 preparation, PFIC reporting, and state filing requirements.
Structures real asset investment recommendations with commodity thesis, asset-level analysis, and risk assessment for IC presentation.
Structures trading desk risk reporting with P&L attribution, position summaries, and limit utilization tracking.
Real-time Pump.fun token alerts for Solana traders. New launches, graduations, volume spikes. For trading bots, Discord, Telegram, AI agents.
Patterns for synthesizing findings across multiple frameworks into one readable portfolio view. Use when a /report:* command is pulling from more than one framework plugin and…
Use when drafting an insider trading policy for a listed or pre-IPO company — covering the definition of material non-public information (MNPI), trading blackout periods,…
Use when drafting a venture capital investment agreement for a Series A, B, or C round — covering investment terms, preferred share rights, anti-dilution protection, liquidation…
Universal property due-diligence across 126 countries. Pulls any or all of 41 sections per address — ten core (price/traffic/tax/rental/work/risks/mains/crime/amenities/climate),…