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Found 22 Skills
Diagnose risks and inefficiencies in an existing investment portfolio. Use when the user asks to review, audit, or stress-test their current holdings, evaluate portfolio concentration, check factor exposures, assess correlation risks, identify hidden tilts, or get actionable improvement suggestions for a portfolio they already own.
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".
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'.
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'.
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.
Analyze wallet portfolios on supported blockchains: view token holdings with current values, track transaction activity and history, check PnL (profit and loss) statistics over different time windows, and query total wallet net worth. Also supports querying the authenticated user's own LiberFi TEE wallet portfolio without needing to provide a wallet address — use the `me` commands when the user wants to check their own LiberFi account's holdings, activity, stats, or net worth. Trigger words: wallet, portfolio, holdings, my tokens, my coins, my balance, what do I hold, what tokens do I have, wallet balance, wallet holdings, wallet activity, transaction history, recent transactions, transfers, swaps, trade history, wallet stats, PnL, profit and loss, profit, loss, gains, returns, performance, how much did I make, how much did I lose, win rate, net worth, total value, portfolio value, total balance, how much is my wallet, wallet overview, wallet summary, wallet analysis, check wallet, view wallet, my portfolio, account balance, my LiberFi wallet, my TEE wallet, my account portfolio, check my account, my holdings without address. Chinese: 钱包, 持仓, 我的代币, 我持有什么, 余额, 钱包余额, 交易记录, 交易历史, 最近交易, 转账记录, 钱包统计, 盈亏, 利润, 亏损, 收益, 收益率, 胜率, 净值, 总价值, 钱包总价值, 钱包概览, 钱包分析, 查看钱包, 我的LiberFi钱包, 我的TEE钱包, 我的账户持仓, 不知道地址查我的钱包. CRITICAL: Always use `--json` flag for structured output. CRITICAL: Public `wallet` commands require both chain and wallet address — always ask the user for these if not provided. CRITICAL: `me` commands do NOT require a wallet address — they use the authenticated user's TEE wallet automatically. They DO require authentication (run `lfi status` first, then `lfi login key` if needed). Do NOT use this skill for: - Token search, info, security audit, K-line → use liberfi-token - Trending tokens or new token rankings → use liberfi-market - Swap quotes, trade execution, or transaction broadcast → use liberfi-swap - Token holder analysis (for a specific token) → use liberfi-token Do NOT activate on vague inputs like "wallet" alone without a wallet address or clear intent to check portfolio data.
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.
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.