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Found 8 Skills
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
This skill should be used when the user asks to "connect to Trading 212", "authenticate Trading 212 API", "place a trade", "buy stock", "sell shares", "place market order",, "place pending order", "place limit order", "cancel order", "check my balance", "view account summary", "get positions", "view portfolio", "check P&L", "find ticker symbol", "search instruments", "check trading hours", "view dividends", "get order history", "export transactions", "generate CSV report", or needs guidance on Trading 212 API authentication, order placement, position monitoring, account information, instrument lookup, or historical data retrieval.
View portfolio, check stock prices, research investments, and monitor positions on Robinhood
Investment thesis tracker — maintains and updates the investment thesis for portfolio holdings and watchlist names by continuously tracking key data points (revenue growth, gross margin, user metrics), catalyst progress (new products, expansion, policy), and risk milestones, then renders a verdict on whether the thesis still holds. Triggers: "投资逻辑", "Thesis追踪", "投资假设", "逻辑验证", "跟踪持仓", "买入逻辑", "持仓理由", "投資邏輯", "Thesis追蹤", "投資假設", "邏輯驗證", "追蹤持倉", "investment thesis", "thesis tracking", "investment hypothesis", "thesis validation", "thesis check", "investment rationale", "position monitoring", "thesis intact", "is my thesis still valid".
Trade and monitor Hyperliquid perpetual futures. Check balances, view positions with P&L, place/cancel orders, execute market trades. Use when the user asks about Hyperliquid trading, portfolio status, crypto positions, or wants to execute trades on Hyperliquid.
Cross-protocol DeFi yield dashboard for Stacks — view positions across Zest Protocol, ALEX DEX, and Bitflow, see total portfolio value, APY breakdown per protocol, and get rebalance suggestions. Read-only, mainnet-only. Requires an unlocked wallet for address context.
View investment accounts, check portfolio performance, monitor 401k, and research funds on Fidelity
Monitor dividend portfolios with Kanchi-style forced-review triggers (T1-T5) and convert anomalies into OK/WARN/REVIEW states without auto-selling. Use when users ask for 減配検知, 8-Kガバナンス監視, 配当安全性モニタリング, REVIEWキュー自動化, or periodic dividend risk checks.