Loading...
Loading...
Found 6 Skills
Asset allocation frameworks: strategic (SAA), tactical (TAA), mean-variance optimization, Black-Litterman, risk parity, glide paths.
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.
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".
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.
Construct comprehensive Investment Policy Statements governing return objectives, risk tolerance, and portfolio constraints. Use when the user asks about building an IPS, setting return objectives, assessing risk tolerance, defining investment constraints, or establishing rebalancing and benchmark policies. Also trigger when users mention 'investment plan', 'policy portfolio', 'risk capacity vs willingness', 'spending rate for an endowment', 'foundation payout', 'manager selection criteria', or ask how to document their investment strategy.