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Found 22 Skills
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.
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".
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.
Portfolio performance attribution via Longbridge Securities — Brinson industry attribution (allocation / selection / interaction effects), factor alpha/beta decomposition (market β, value, momentum, size), and timing ability (Treynor-Mazuy model). For portfolio review and fund analysis. Requires login with Trade scope. Triggers: "业绩归因", "归因分析", "Brinson归因", "配置效应", "选股效应", "因子归因", "alpha来源", "择时效应", "業績歸因", "歸因分析", "Brinson歸因", "配置效應", "選股效應", "因子歸因", "performance attribution", "Brinson attribution", "allocation effect", "selection effect", "factor attribution", "alpha decomposition", "timing ability", "portfolio attribution", "T-M model", "Jensen alpha".
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.
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.
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.
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).
Crypto wallet management across 7 blockchains via EmblemAI Agent Hustle API. Balance checks, token swaps, portfolio analysis, and transaction execution for Solana, Ethereum, Base, BSC, Polygon, Hedera, and Bitcoin.
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.