Results for “investment-report”

Analyzes earnings-season implied volatility: historical IV crush, implied move forecast, IV Rank strategy tag, and a priced Iron Condor quote ready to trade.

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.

Generate an XLSX inventory report with stock levels, reorder points, unit costs, and total value formulas for purchasing teams.

Token budget analytics and ROI scoring for AI agent actions. Track token cost per fix, detect wasteful loops, auto-route to fast tier when burn rate is too high. Integrates with token-budget-guard.sh hook. Triggered by /cost-report, "how much did that cost", "token usage", "am I wasting tokens".

Converts CSV, Excel, or JSON data into a polished, interactive visual report page with KPI cards, charts, data tables, and insights.

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