Results for “portfolio-notes”

7 skills

Ito Basket Compare

Compare Itô prediction-market baskets against a user's knowledge base, portfolio notes, financial context, watchlist, or research thesis for read-only gap analysis.

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

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.

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.

Tracks crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a CLI.

Kanchi Dividend Review Monitor

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

johnalbertini14-glitch

Tracks crypto prices, wallet balances, portfolio values, and CEX history via a command-line interface, with support for Polymarket prediction markets.