Results for “portfolio-monitoring”

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

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

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

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

Tracks DeFi positions across DEX pools, lending markets, and vaults, alerting only on meaningful changes like APR drops, utilization spikes, or health factor approaching liquidation.

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.

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

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

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

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.

Monitor a list of tickers for key changes in price, IV rank, unusual activity, earnings dates, and score changes. Supports custom watchlists and a default hot options list.

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

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.

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

Monitors a watchlist of Polymarket markets and surfaces meaningful shifts in price, volume, comments, or resolution proximity, with position context and optional Bankr integration.

VaR Unit Mismatch Fix

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.

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.

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。

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

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