Results for “portfolio-management”

Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice.

Review and manage an IP portfolio across trademarks, patents, copyrights, and domains — docketing assets, deadlines, coverage gaps, and prune-vs-maintain decisions.

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

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.

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

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

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。

Build, optimize, backtest, rebalance, or analyze stock portfolios using NVIDIA-accelerated Mean-CVaR optimization with cuOpt GPU solver.

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

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.

This skill should be used when building portfolio dashboards, implementing balance checking, or adding multi-chain holdings views. Covers balances, holdings, and valuations across chains.

Import/export textures crash-safely, query the Content Browser selection, and check if an asset is open (AssetDiscoveryService). Search, load, save, move, rename, duplicate, and delete assets are handled by Unreal's native AssetTools toolset or EditorAssetLibrary. Use when the user asks to import an image from disk, export a texture, query the Content Browser selection, or check whether an asset is open in an editor.

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.

VaR Unit Mismatch Fix

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

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.

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

Use when tuning RL reward function weights, fixing reward hacking, or addressing P&L gradient issues

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.

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

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

Env & Secrets Manager

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.

当需要在多个领域积累独特竞争优势，避免单一技能风险时

Recommends optimal multi-leg option strategies based on market view, with 15+ templates and full P&L profiles.

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.

Manages the organisational DPIA register tracking all Data Protection Impact Assessments across the enterprise. Covers DPIA lifecycle management, status tracking, review scheduling, Art. 35(11) periodic reassessment, and supervisory authority reporting. Implements a centralised register linking DPIAs to RoPA entries, risk registers, and mitigation plans. Keywords: DPIA register, DPIA tracking, Art. 35(11), review schedule, DPIA lifecycle, centralised register, DPIA portfolio management.