from68
- 5 skills
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- 10 hours ago last updated
- ▌ Pp Usage · from68Reference guide for the pp CLI — how to query Portfolio Performance XML files. Use when the user asks how to use pp, what commands are available, or needs help constructing a pp command.
- ▌ Market Data · from68Reference guide for the two market-data connectors this plugin depends on — the FMP (Financial Modeling Prep) MCP connector for prices, fundamentals, news and screening, and the Interactive Brokers (IBKR) MCP connector for live brokerage positions, allocation and performance. Use when constructing a connector call, when unsure which tool or endpoint provides a metric, or when a connector is unavailable.
- ▌ Full Stock Analysis · from68 bundleComprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.
- ▌ Portfolio Management · from68 bundleComprehensive portfolio analysis that reads live holdings from the Interactive Brokers (IBKR) MCP connector — or from a Portfolio Performance XML file via the pp CLI — enriches them with FMP fundamentals, then analyzes asset allocation, risk metrics, individual positions, diversification, and generates rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account or portfolio file.
- ▌ Quick Stock Analysis · from68Perform a fast 30-second stock screen using a 5-step decision tree (revenue growth, P/E, PEG, ROE, quick ratio) against the FMP connector, score it out of 5, and write the result to a markdown file. All five gates are always evaluated, so a stock that misses one still gets a score and a breakdown. Use when the user asks for a "quick analysis", "quick stock check", "30-second analysis", or wants a fast go/no-go verdict on a stock before doing deeper work.