Plugins

1 plugin

Investor Pitch Deck

For founders and fundraising teams to produce a polished pitch deck and supporting investor materials.

6 skills · plugin

Results for “investor”

5 skills

institutional-flow-tracker

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

More results

portfolio-manager

Analyze investment portfolios by fetching real-time holdings via Alpaca MCP Server, then assess asset allocation, diversification, risk metrics, and generate rebalancing recommendations.

alphagbm-theme-research

Organize tickers into named investment themes with AI-generated summaries and news keyword monitoring.

trader-memory-core

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.

competitive-intel

Analyzes federal contract competitors, incumbents, and obligation trends using live USAspending.gov data via the usaspending MCP, supporting black-hat competitor research and contract-number-first obligation analysis.