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llmquant-portfolio

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LLMQuant Portfolio

LLMQuant投资组合

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。

Routing Rules

路由规则

  1. Identify the portfolio object: company profile, thesis, theme, watchlist, or alert.
  2. Select the closest workflow below.
  3. Open only the selected workflow.
  4. Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context.
  5. Report last updated dates, evidence dates, stale notices, and missing workspace objects.
  1. 识别投资组合对象：公司概况、投资论点、行业主题、观察列表或警报。
  2. 选择最匹配的下方工作流。
  3. 仅打开选定的工作流。
  4. 使用LLMQuant Data获取研究概况、价格、备案文件、所有权信息、事件、观察列表、警报和投资组合上下文。
  5. 报告最后更新日期、证据日期、过期通知以及缺失的工作区对象。

Workflow Index

工作流索引

User intentWorkflow
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

LLMQuant Data Contract

LLMQuant数据协议

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：
  • 检索、创建或更新研究概况、投资论点追踪器、行业主题组合、观察列表、警报和投资组合上下文。
  • 检索追踪标的的价格、备案文件、所有权信息、事件、宏观环境、期权环境和最新证据。
  • 捕获触发条件、卖出规则、过期证据、投资论点偏移和未解决的数据缺口。
降级方案：
  • 若工作区存储不可用，生成可用于后续导入的结构化输出，包含概况、投资论点、观察列表或警报的详细说明。