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Found 22 Skills
Analyze EVM wallet asset distribution and identify high-risk protocol exposure.
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.
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
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.
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.
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.
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.