Results for “portfolio”

Craft portfolio-ready case studies that tell the story of a design project, demonstrating process, thinking, and impact.

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

Track key macro indicators (VIX, US10Y, DXY, gold, oil, BTC) and get AI-generated impact analysis linked to your portfolio holdings.

Calculate risk-based position sizes for long stock trades using fixed fractional, ATR-based, or Kelly Criterion methods with portfolio constraints.

Monitor dividend portfolios for risk triggers and route anomalies into a human review queue without auto-selling.

Monitor crypto markets, set alerts, track portfolio, DCA automation.

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Improve existing content and close the learning loop without cannibalizing new-content work.

Writes paste-ready Upwork profiles — title, overview, skills, portfolio descriptions, variations. Use when the user says 'build my Upwork profile', 'write my overview', 'fix my Upwork title', 'rewrite my profile', 'write my portfolio descriptions', or wants profile variations to test.

AI-powered career biographer that conducts empathetic interviews, extracts structured career narratives, and transforms professional stories into portfolios, CVs, and personal brand assets. This skill should be used when users want to document their career journey, create professional portfolios, generate CVs, or craft compelling career narratives.

Use when implementing unified position sizing, Kelly criterion, or combining GARCH+Capital+Portfolio risk systems

Manage the portfolio of product paths — review, activate, archive, restore, promote, fork, and check revisit triggers across the product-path manifest

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.

Structure compelling design presentations for stakeholders, reviews, and showcases.

Use when a user asks to build, optimize, backtest, rebalance, or analyze a stock portfolio with Mean-CVaR, efficient frontiers, scenario generation, or NVIDIA cuOpt.

Inventory of the intelli-verse-x product portfolio — what each product is, its repo, primary tech, deployment status, and which other product/service it's coupled to. Use whenever the user mentions a product by name (Quizverse, IntelliverseX, Hyperframes, Brackt, IntelliverseSpace, Intelliverse-X-AI, Intelli-verse-X-SDK, content-factory, etc.) and you need the canonical pointer for what it does + where it lives.

Scores any US stock ticker through Warren Buffett's four-lens framework (business simplicity, moat, management, valuation) and returns a weighted HOLDABLE/WATCHABLE/AVOID verdict.

Creates pastel-toned, lifestyle-oriented presentation decks with rounded cards, soft glow blobs, and Playfair italic numbering.

Use when a user asks to build, optimize, backtest, rebalance, or analyze a stock portfolio with Mean-CVaR, efficient frontiers, scenario generation, or NVIDIA cuOpt.

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.

Prediction markets data - Polymarket, Kalshi markets, prices, positions, and trades. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.

Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.

Create horizontal-swipe HTML presentations with magazine and e-ink aesthetics, featuring WebGL fluid backgrounds, serif display fonts, and keyboard navigation.

CONDOR v2.0 — Multi-Asset Thesis Picker. Evaluates BTC, ETH, SOL, HYPE simultaneously and enters the strongest thesis. Conviction-scaled margin. DSL exit managed by plugin runtime via runtime.yaml.

风险管理核心skill套件 — CVaR实时风控、动态仓位管理（风控版）。对标Bridgewater全天候策略、PIMCO风控体系的工程化实现。

Strata by Alpen Labs: ZK rollup on Bitcoin, BitVM-based bridge, EVM-compatible execution. Emerging Bitcoin L2 in 2025-2026. USE WHEN: evaluating Strata for deployment, comparing with Citrea.

Queries EVM blockchain data across 8 chains with USD pricing, including wallet portfolios, token info, transactions, gas, and contract inspection.

Establishes operational standards for a Salesforce Flow portfolio, covering naming conventions, ownership, version discipline, retirement of stale flows, and release readiness checks.

Record buy rationale and structured sell conditions for stock positions, with automatic monitoring to detect when exit triggers fire.

Generate Minervini-style breakout trade plans from VCP screener output with risk calculation, portfolio heat management, and Alpaca-compatible order templates.