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Found 16 Skills
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
VectorBT backtesting expert. Use when user asks to backtest strategies, create entry/exit signals, analyze portfolio performance, optimize parameters, fetch historical data, use VectorBT/vectorbt, compare strategies, position sizing, equity curves, drawdown charts, or trade analysis. Also triggers for openalgo.ta helpers (exrem, crossover, crossunder, flip, donchian, supertrend).
Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".
Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.
Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.
Analyze Dividend Aristocrats (25+ years of consecutive dividend increases) for income reliability and total return. Use when the user asks to evaluate dividend aristocrats, calculate dividend reinvestment returns, assess dividend sustainability, compare income stocks, build a dividend growth portfolio, analyze payout ratios and free cash flow coverage, or rank stocks by dividend reliability and long-term total return.
Apply BCG Growth-Share Matrix to analyze a product or business unit portfolio for resource allocation decisions. Use this skill when the user needs to prioritize investments across multiple products, decide which products to grow vs harvest vs divest, or evaluate a portfolio's balance — even if they say 'which products should we invest in' or 'portfolio strategy' without naming BCG.
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
Analyze business portfolio using BCG Growth-Share Matrix. Use for portfolio management, resource allocation, and strategic planning across multiple business units or products.
Personal financial planning framework for China / HK / Singapore investors via Longbridge — retirement savings targets (based on current Longbridge account net worth), education fund planning, balance sheet review, cash flow analysis, gap analysis between current portfolio and financial goals. Triggers: "财务规划", "退休规划", "储蓄目标", "教育金", "资产负债表", "财富规划", "财务目标", "个人理财", "財務規劃", "退休規劃", "儲蓄目標", "教育金", "資產負債表", "財富規劃", "財務目標", "個人理財", "financial planning", "retirement planning", "savings goal", "education fund", "personal finance", "wealth planning", "net worth", "financial goals", "balance sheet", "gap analysis".
Compare Itô prediction-market baskets against a user's knowledge base, portfolio notes, financial context, watchlist, or research thesis. Use for read-only basket comparison and gap analysis without investment advice or live trading.
Apply the Fama-French three-factor model to decompose asset returns into market, size, and value factors. Use this skill when the user needs to explain cross-sectional return differences, evaluate fund performance beyond CAPM alpha, assess small-cap or value tilts in a portfolio, or when they ask 'why do small caps earn more', 'is value premium real', or 'what factors drive returns'.