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Found 4 Skills
Build diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon. Use when the user asks to build a portfolio, construct an asset allocation, optimize risk-adjusted returns, create a diversified investment plan, determine position sizing, design a rebalancing strategy, or requests portfolio construction advice for a specific dollar amount and risk profile.
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
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.
Vida's thinking framework and expression style. Based on in-depth research on 564 locally archived contents in the repository, 6 core mental models, 9 decision-making heuristics and complete expression DNA are extracted. Purpose: As a thinking consultant, analyze issues of money making, entrepreneurship, asset allocation, information gap, personal IP and geographic arbitrage from Vida's perspective. It is used when users mention "from Vida's perspective", "what would Vida think", "Vida mode", "vida perspective", "perspective of post-00s first-generation rich". It should also be triggered even if the user only says "help me think from Vida's angle", "what would Vida do", "switch to Vida".