Results for “investing”

Detects and ranks trending market themes by analyzing cross-sector momentum, volume, and breadth signals with lifecycle maturity assessment.

Structure board meetings, investor updates, and executive communication that builds trust and drives decisions.

当需要在众多机会中筛选出投入产出比最高的选项，以最小化风险并最大化潜在回报时

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

撰写冷邮件、熟人引荐语、跟进邮件、更新邮件和投资人沟通内容，用于募资。在用户需要联系天使投资人、VC、战略投资方或加速器，且需要简洁、个性化、面向投资人的信息时使用。

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

Draft concise, personalized investor communications including cold emails, warm intros, follow-ups, and updates for fundraising outreach.

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

Generates investor outreach emails and monthly updates with templates for warm intros, cold outreach, follow-ups, and a Day 5/10/21 cadence.

Synthesize market breadth, regime, and flow signals into a unified capital commitment recommendation with exposure ceiling, bias, and action guidance.

Researches VC funds and partners, providing thesis matching, portfolio analysis, and approach strategy for outreach.

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

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

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

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Discovers VC, accelerator, angel, and CVC investors via web search, evaluates thesis fit across four dimensions, and maps approach pathways for outreach.

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising, tailored to angels, VCs, strategic investors, or accelerators.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

Populate an investment-banking pitch template from source data — situation, market, valuation, buyer landscape, and process recommendation — to win or advise on a mandate.

Scores any US stock ticker through Warren Buffett's four-lens framework (business simplicity, moat, management, valuation) and returns a weighted HOLDABLE/WATCHABLE/AVOID verdict.

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.

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.

Access Pilt fundraising data including investor matches, campaign stats, outreach events, and deck analysis.

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

当意识到自身金钱观念存在限制，并希望采取建设性态度改善财务状况时

Conducts market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries.

This skill should be used when building NFT marketplace integrations, implementing collection browsing, or adding floor price tracking. Covers OpenSea integration, floor prices, and NFT purchases.

This skill should be used when the user asks to "create an index", "build a basket of top assets", "buy a weighted basket", "make a portfolio of assets", "equal-weight basket", "rebalance my portfolio", "track the top N tokens", or wants an automated, weighted multi-asset basket that buys in one pass and rebalances on a cadence. Builds the basket spec, delegates each buy and rebalance swap to the swap-integration Trading API flow, and records target weights in state.

Crafts concise, specific investor emails—outreach, warm intros, follow-ups, updates, and closing notes—with a clear single ask and strong proof points.

Given a stock ticker, cost basis, and position purpose, classifies the holding scenario and returns concrete hedge recommendations (Long Put, Collar, Tier-down) with live option strikes and premiums.