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Found 16 Skills
Portfolio performance attribution via Longbridge Securities — Brinson industry attribution (allocation / selection / interaction effects), factor alpha/beta decomposition (market β, value, momentum, size), and timing ability (Treynor-Mazuy model). For portfolio review and fund analysis. Requires login with Trade scope. Triggers: "业绩归因", "归因分析", "Brinson归因", "配置效应", "选股效应", "因子归因", "alpha来源", "择时效应", "業績歸因", "歸因分析", "Brinson歸因", "配置效應", "選股效應", "因子歸因", "performance attribution", "Brinson attribution", "allocation effect", "selection effect", "factor attribution", "alpha decomposition", "timing ability", "portfolio attribution", "T-M model", "Jensen alpha".
SEC 13F fund-manager–centric view via Longbridge — top-50 active institutional investors by AUM, a specific manager's full portfolio snapshot (by CIK), and quarter-over-quarter holding changes (NEW / ADDED / REDUCED / EXITED). US stocks only. Different from longbridge-flows (stock-centric: who holds a symbol); this skill is manager-centric. Triggers: "基金经理持仓", "机构持仓排名", "大基金持仓", "巴菲特持仓", "贝莱德持仓", "13F基金视角", "基金经理排名", "AUM排名", "季度持仓变化", "基金經理持倉", "機構持倉排名", "大基金持倉", "13F基金視角", "季度持倉變化", "fund manager holdings", "institutional investor", "13F portfolio", "Berkshire holdings", "BlackRock positions", "fund manager ranking", "AUM ranking", "quarterly position changes", "CIK lookup".
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.
Crypto wallet management across 7 blockchains via EmblemAI Agent Hustle API. Balance checks, token swaps, portfolio analysis, and transaction execution for Solana, Ethereum, Base, BSC, Polygon, Hedera, and Bitcoin.