getlost01
- 27 skills
- 0 followers
- 11 hours ago last updated
- ▌ Ipo Watch · getlost01Sweep the IPO calendar — what's open, closing, upcoming, or awaiting listing — and flag which merit a closer look. Use when the user asks what IPOs are open or coming up, or about allotment and listing dates. Read-only — never applies or subscribes.
- ▌ Rate Watch · getlost01Track the rate environment — RBI stance, repo path, G-Sec curve, inflation — and translate it into implications for the user's debt holdings. Use when the user asks about RBI policy, rate cuts/hikes, yields, locking rates, or how rates affect their debt. Read-only.
- ▌ Sip Review · getlost01Health check across all the user's SIPs and funds as a set — expense ratio earned, category-rank drift, manager changes, overlap creep, continue/pause/redirect per SIP. Use when the user asks to review their SIPs, whether to continue one, or for a periodic MF checkup. Read-only — never changes a SIP.
- ▌ Fno Analysis · getlost01Analyze the user's F&O positions and candidate trades — greeks, open interest, payoff, straddle levels, margin. Use when the user asks about options/futures positions, greeks, open interest, payoff, straddle, or F&O margin. Read-only.
- ▌ Ipo Analysis · getlost01Deep dive on one IPO — prospectus financials, valuation vs. listed peers, issue structure, subscription demand — ending in a subscribe/avoid view with sizing. Use when the user asks whether to apply for a specific IPO. Read-only — never applies, bids, or subscribes.
- ▌ Market Pulse · getlost01Market briefing — movers, trending stocks and funds, macro/budget notes, calendar context — with anything touching the user's holdings called out. Use when the user asks what's happening in the market, for a briefing, or about market movers. Read-only.
- ▌ Thesis Audit · getlost01Re-test every position thesis in PORTFOLIO-PLAN.md against current data — is the stated reason for owning it still true, and has any invalidator tripped. Use when the user asks why they own something, whether a thesis still holds, or wants a conviction/thesis check across holdings. Read-only.
- ▌ Bond Analysis · getlost01Analyze a bond, NCD, or debt fund — yield vs. G-Sec, credit rating, duration, issuer concentration, liquidity. Use when the user asks about a bond, NCD, debt fund, or fixed-income allocation. Read-only.
- ▌ Earnings Watch · getlost01Track upcoming results dates for the user's holdings and review announced results — vs. expectations, price reaction, thesis check. Use when the user asks about upcoming earnings/results, "who reports this week", or how a holding's results were. Read-only.
- ▌ Stock Research · getlost01Deep dive on one stock, ETF, or fund — fundamentals, technicals, peers, current news, and fit against the user's portfolio. Use when the user asks "should I buy <symbol>", wants research on a specific instrument, or a buy/hold/avoid view. Read-only.
- ▌ Dividend Income · getlost01Project annual dividend income from the user's holdings — per-stock payout, yield-on-cost, upcoming ex-dates, sustainability flags. Use when the user asks about dividend income, portfolio yield, upcoming dividends, or building an income stream. Read-only.
- ▌ Fund House Watch · getlost01Watch for AMC-level red flags behind the user's funds — manager exits, SEBI action, AUM swings, scheme mergers. Use when the user asks about an AMC, a fund-manager change, or wants an "anything wrong at my fund houses" check. Read-only.
- ▌ Portfolio Review · getlost01Review the user's live brokerage portfolio — allocation, risk, per-holding buy/hold/avoid views, rebalancing. Use when the user asks to review their portfolio, check allocation or diversification, get stock/ETF/MF suggestions, or rebalance. Read-only.
- ▌ Corporate Actions · getlost01Track dividends, splits, bonuses, buybacks, rights issues, and demergers on the user's holdings — key dates, cost-basis and tax impact, hold/tender decisions. Use when the user asks about any of those, record or ex-dates, or "any corporate actions coming up". Read-only.
- ▌ Tax Capital Gains · getlost01Estimate unrealized and realized LTCG/STCG on the user's holdings and surface tax-loss and gain-harvesting opportunities. Use when the user asks about capital gains, tax, LTCG, STCG, harvesting losses, or filing prep. Read-only — estimates, not tax advice.
- ▌ Us Stock Research · getlost01Deep dive on a US-listed stock (e.g. AAPL, NVDA) — fundamentals, technicals, news, currency and LRS context. Use when the user asks about a US ticker or whether to buy one. Read-only.
- ▌ Watchlist Monitor · getlost01Sweep the watchlist in PORTFOLIO-PLAN.md — which triggers are hit, which are near, and what changed on the names now in range. Use when the user asks about their watchlist, whether anything hit their price, or "anything worth looking at today". Read-only.
- ▌ Gold And Commodity · getlost01Review the gold/silver sleeve — SGB premium or discount to gold value and remaining tenor, gold/silver ETF tracking and liquidity, sleeve size vs. the plan's target. Use when the user asks about gold, silver, SGBs, gold ETFs, or a commodity allocation. Read-only.
- ▌ Mf Nav Attribution · getlost01Estimate today's mutual fund NAV move before the AMC publishes it — last-disclosed holdings weighted by each constituent's live % change. Use when the user asks how a fund is moving today or what its NAV will do. Read-only; an estimate, never the published NAV.
- ▌ Bond Ladder Planner · getlost01Plan the user's whole fixed-income book — maturity ladder, reinvestment risk, credit mix, gaps vs. plan targets. Use when the user asks about laddering bonds/FDs, what matures when, where to deploy fixed-income money next, or reviewing their debt allocation. Read-only.
- ▌ Rebalancing Planner · getlost01Diff the user's actual allocation against their PORTFOLIO-PLAN.md targets and produce sized rebalancing suggestions. Use when the user asks to rebalance, check if they're over/under-weight, or align to a target. Read-only — suggestions only.
- ▌ Etf Tracking Quality · getlost01Judge an ETF or index fund on tracking difference vs. its index, expense ratio, premium/discount to iNAV, spread and depth at the intended order size, and AUM — comparing same-index alternatives. Use when the user asks which index ETF to hold, about tracking error, or whether an ETF is trading away from fair value. Read-only.
- ▌ Mutual Fund Analysis · getlost01Deep dive or peer comparison on mutual funds — expense ratio, alpha vs. benchmark and category, manager consistency, overlap with existing holdings. Use when the user asks about a specific fund, wants funds compared, or asks whether a fund is worth holding. Read-only — no SIP changes.
- ▌ Portfolio Stress Test · getlost01Stress the portfolio against scenarios — market drawdown, sector crash, single-stock hit, rate shock, currency move, F&O margin call — measured against the plan's risk limits. Use when the user asks what happens if the market falls, how much they could lose, or about downside, drawdown, or scenario risk. Read-only.
- ▌ Trade Behavior Review · getlost01Review actual trade/order history — win rate, holding period, churn and cost, and whether real behavior matches the plan's stated horizon. Use when the user asks "how have I been trading", "am I overtrading", "what's my win rate", or wants a trade journal review. Read-only.
- ▌ Portfolio Plan Builder · getlost01Build or update the user's PORTFOLIO-PLAN.md by interviewing them against their real holdings — targets, risk limits, rebalancing rules, theses, fixed-income inventory, SIP register, tax context. Use when that file is missing, stale, or lacks a section another skill needs, or when the user asks to set up or change their plan. Writes only that file.
- ▌ New Investment Screener · getlost01Screen for new stock, ETF, or fund ideas by theme, criteria, or a gap in the portfolio. Use when the user asks to find new stocks/ETFs/funds, screen by criteria (value, growth, sector, dividend, momentum), or asks what to add. Read-only.