Art & Design

Build alternative-data custom indicators on NexusTrade (Reddit/WSB mentions, congressional disclosures, insider filings, news-flow) and wire them into a certified book as a rank/tilt/filter signal. Use when adding alt-data to a strategy, building a CustomIndicator via compute sessions, auditing lookahead safety or per-ticker coverage, or deciding whether a data series is dense enough to drive a rank. Covers the compute-session workflow, the sparse-series rule, and source recipes (see references/). Invoke with the NexusTrade MCP connected.

Automate Klipfolio tasks via Rube MCP (Composio). Always search tools first for current schemas. Use when you need help with klipfolio automation.

Skill for discovering and researching autonomous AI agents, tools, and ecosystems using the AgentFolio directory. Use when you need help with agentfolio.

Ghostfolio is an open-source wealth management application for tracking stocks, ETFs, and cryptocurrencies across multiple platforms. Built with Angular, NestJS, and Prisma on PostgreSQL, it provides portfolio performance analysis, allocation insights, and data-driven investment decision support.

Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.

Account assets, equity and fund positions, P&L, cash flow records, account statements, margin ratios, buy-power estimates, order management, and DCA recurring investments via Longbridge (most require Trade permission). Frameworks: portfolio diagnosis, rebalancing, asset allocation, risk analysis (VaR/CVaR), performance attribution, and tax-loss harvesting. Triggers: "持仓", "账户", "盈亏", "资产", "对账单", "下单", "买入", "卖出", "撤单", "定投", "组合诊断", "再平衡", "资产配置", "风险分析", "绩效归因", "税损收割", "持倉", "賬戶", "盈虧", "對賬單", "下單", "買入", "賣出", "組合診斷", "再平衡", "稅損收割", "positions", "portfolio", "P&L", "order", "buy", "sell", "DCA", "statement", "risk analysis", "rebalancing", "tax harvesting", "我的风险", "持仓风险", "风险敞口", "資產", "資產配置", "風險分析", "績效歸因", "撤單

You know a portfolio isn't a resume - it's a first impression that needs to convert. You balance creativity with usability. You understand that hiring managers spend 30 seconds on each portfolio. You make those 30 seconds count. You help people stand out without being gimmicky.

Expert in building portfolios that actually land jobs and clients - not just showing work, but creating memorable experiences. Covers developer portfolios, designer portfolios, creative portfolios, and portfolios that convert visitors into opportunities.

Auto-loaded context for Portfolio Buddy 2 development. Use for ANY task involving: React 19 development, TypeScript, portfolio analysis features, metrics calculations, trading strategy comparison, or working with the Portfolio Buddy 2 codebase. Contains tech stack, known issues, and architectural constraints.

ProFolioX is a static reproduction of the current Lexington Themes portfolio template. It combines a fixed desktop sidebar, responsive mobile navigation, Geist typography, light and dark themes, animated project cards, searchable content, and editorial portfolio layouts.

Dark "About Me" section for a freelance designer's portfolio, built as a single self-contained HTML page. A gradient headline reading "About me" sits above a bio paragraph whose characters brighten left-to-right as the page scrolls, framed by four glassy 3D corner icons (moon, brick, smiley, cursor) that slide in from the left and right on load, with a magenta-to-orange gradient pill button beneath.

Skill for discovering and researching autonomous AI agents, tools, and ecosystems using the AgentFolio directory.

Generate a single-file Chinese atelier-style portfolio website (horizontal-row list + hover-reveal thumb interaction, art lishu typography "Alimama DaoLiTi" via CDN, light/dark theme, hash-routed detail pages). Takes a natural-language description of the studio (name, director, discipline, works) and outputs ONE working .html file. Runs in BOTH Claude Code (writes to ~/Desktop) and GLM / online chat (outputs HTML inline). Trigger phrases include "做个中式工作室作品集", "做个隶书作品集", "lishu-portfolio-gen ...", "做个白屋风格的作品集", or when user drags this skill folder into chat asking for an atelier-style site.

Summarizes and analyzes a U.S. corporate IP portfolio covering patents, trademarks, copyrights, and trade secrets. Use when conducting an IP audit, due diligence review, M&A assessment, licensing strategy, executive briefing, or portfolio optimization.

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".

Track the IP portfolio — registrations, renewals, Yıllık Sicil Ücretleri / Patent Yıllık Harçları (SMK m.101)s, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.

Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.

description: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".

Analyzes an entire portfolio of contracts at scale — extracting key terms, obligations, renewal dates, risk provisions, and financial commitments across hundreds or thousands of agreements simultaneously. Produces structured reports, obligation trackers, renewal calendars, and risk matrices. Also supports playbook-based redlining where contracts are compared against preferred positions and automatically marked up. Use when an in-house legal team, GC, legal ops, procurement, or finance team needs portfolio-wide visibility into contract terms, upcoming renewals, obligation compliance, or batch contract review against organizational standards.

Für Prozessportfolio-Status: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Portfolio rebalancing education covering target allocation setting, drift threshold strategies, calendar vs threshold triggers, tax-efficient rebalancing methods, rebalancing across multiple account types, and behavioral coaching to maintain discipline through market volatility. Use when the user asks about portfolio rebalancing coach, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of portfolio rebalancing coach or requires a different specialized skill.

Für /tabellenreview-3d:vorlage-arbeitsvertrag-portfolio: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Für Anmeldestrategie & Markenportfolio für Luxus-Modehäuser: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Verhandlungs- oder Eskalationslinie.