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Found 38 Skills
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds. Use when the user asks about choosing a PMS platform, building or distributing model portfolios, implementing UMA or sleeve-based management, setting drift monitoring thresholds, aggregating held-away assets, reconciling PMS with custodian records, configuring PMS-based billing, or troubleshooting custodian feed issues. Also trigger when users mention 'portfolio management system', 'Orion', 'Black Diamond', 'Tamarac', 'Addepar', 'Advent APX', 'model portfolio', 'sleeve management', 'rebalancing engine', 'custodian feed', or 'PMS migration'.
Split a fixed total paid-media budget across campaigns, platforms, funnel stages, and audiences based on expected marginal return - the monthly or quarterly reallocation decision, for B2B and B2C. Use whenever the user asks how to split an ad budget, which channel or campaign should get more money, how to reallocate spend, how much to put behind prospecting vs retargeting, or mentions a portfolio split, marginal return, or diminishing returns - even if they never say 'allocation'. Do NOT use to raise the total budget on a proven campaign (mbfinotti/advertising-skills@paid-media-scaling), to track daily spend against a set budget (mbfinotti/advertising-skills@ad-budget-pacing), or to pick channels at setup (mbfinotti/advertising-skills@ad-platform-selection).
Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (daily/weekly/monthly/quarterly/yearly). 8 analysis dimensions for stocks, 3 for crypto. Use for stock analysis, portfolio tracking, earnings reactions, or crypto monitoring.
Kalshi is a regulated prediction market exchange. Use this skill to interact with the Kalshi API for market data, trading, portfolio management, WebSocket streaming, and historical data retrieval.
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
Use this skill when adding a new project/app to the dividend-solo portfolio site. Reads project details from the project's own repo (under ~/Developer/repos/dividendsolo/<repo>) and updates the portfolio site's ProjectsSection.tsx. Use when the user invokes /add-to-site or says "add this to the site", "add a project to the portfolio".
Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.
Real-time A-share stock quote query and simulated trading, using real Shanghai and Shenzhen market data
Plan portfolio priorities, resource bets, and strategic tradeoffs. USE when choosing where the organization should invest across multiple projects or initiatives.
Manifold is a prediction market platform where users trade on the outcomes of real-world events using play-money (mana) and prize-cash. Use this skill to interact with the Manifold API for market discovery, trading, market creation, portfolio management, WebSocket streaming, and comments.
Operate as a Director or CPO leading product organizations. Use when managing product portfolios, aligning with executives, communicating to boards, designing team structures, or establishing operating rhythms. Part of the Modern Product Operating Model collection.
Senior Project Manager for enterprise software, SaaS, and digital transformation projects. Specializes in portfolio management, quantitative risk analysis, resource optimization, stakeholder alignment, and executive reporting. Uses advanced methodologies including EMV analysis, Monte Carlo simulation, WSJF prioritization, and multi-dimensional health scoring.