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Found 14 Skills
Analyze EVM wallet asset distribution and identify high-risk protocol exposure.
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.
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".
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.
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).
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.
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.
Analyze business portfolio using BCG Growth-Share Matrix. Use for portfolio management, resource allocation, and strategic planning across multiple business units or products.
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.