llmquant-portfolio

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This category routes persistent research workspace and portfolio-management workflows.

这个类别用于路由持久化研究工作区和投资组合管理工作流。

Identify the portfolio object: company profile, thesis, theme, watchlist, or alert.
Select the closest workflow below.
Open only the selected workflow.
Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context.
Report last updated dates, evidence dates, stale notices, and missing workspace objects.

User intent	Workflow
Build or refresh a persistent company research profile.	`workflows/company-profile.md`
Turn buy logic into a monitored thesis with sell conditions.	`workflows/investment-thesis-tracker.md`
Track thematic equity baskets and related events.	`workflows/theme-research.md`
Monitor watchlists for price, IV, event, and activity changes.	`workflows/watchlist-monitor.md`
Create and manage measurable market alerts.	`workflows/alert-manager.md`

用户意图	工作流
构建或刷新持久化的公司研究概况。	`workflows/company-profile.md`
将买入逻辑转换为带有卖出条件的可监控投资论点。	`workflows/investment-thesis-tracker.md`
追踪行业股票组合及相关事件。	`workflows/theme-research.md`
监控观察列表的价格、隐含波动率（IV）、事件和活动变化。	`workflows/watchlist-monitor.md`
创建和管理可量化的市场警报。	`workflows/alert-manager.md`

Prefer LLMQuant Data when available. The workflows may need these data capabilities:

Retrieve, create, or update research profiles, thesis trackers, theme baskets, watchlists, alerts, and portfolio context.
Retrieve prices, filings, ownership, events, macro context, option context, and latest evidence for tracked names.
Capture trigger conditions, sell rules, stale evidence, thesis drift, and unresolved data gaps.

Fallback:

If workspace storage is unavailable, produce the profile, thesis, watchlist, or alert specification as structured output ready for later ingestion.

优先使用可用的LLMQuant Data。工作流可能需要以下数据功能：

降级方案：