Results for “portfolio-tracking”

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

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

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.

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.

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.

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

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

Tracks crypto and AI narratives with mindshare scores, velocity arrows, phase labels, named drivers, and position calls. Detects phase transitions and reflexivity signals.

Tracks team OKRs with quarter banner, objective columns, key result progress bars, owner avatars, and status pills.

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.

Progress Tracking

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

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.

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.

Project Tracking — Structured Active Project Files

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.

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

Set up and track KPI dashboards with targets, actuals, and trend analysis. TRIGGERS - Use when user wants to define KPIs, track metrics, or create a scorecard.

Set up and track KPI dashboards with targets, actuals, and trend analysis. TRIGGERS - Use when user wants to define KPIs, track metrics, or create a scorecard.

Financial dashboard — track income, expenses, crypto, bank balances, budgets. Your personal CFO.

Run PRINCE2 Controlling a Stage: work package tracking, highlight reports, risk and issue control, tolerance checks, change handling, and corrective action planning.

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

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.