Art & Design

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

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.

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

Router skill for LLMQuant portfolio-lab workflows. Use when the user needs portfolio exposure maps, what-if simulations, scenario states, or virtual portfolio comparisons.

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".

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

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".

Migrate between AppFolio API versions and handle endpoint changes. Trigger: "appfolio upgrade".

Apply production-ready patterns for AppFolio REST API integration. Trigger: "appfolio patterns".

Production readiness checklist for AppFolio integrations. Trigger: "appfolio production checklist".

Configure AppFolio Stack API authentication with OAuth 2.0. Use when setting up property management API access, registering as an AppFolio Stack partner, or configuring client credentials for API calls. Trigger: "install appfolio", "setup appfolio", "appfolio auth", "appfolio API key".

Handle AppFolio API rate limits with throttling and backoff. Trigger: "appfolio rate limit".

Query AppFolio properties, units, and tenants via REST API. Trigger: "appfolio hello world".

Reference architecture for AppFolio property management integration. Trigger: "appfolio architecture".

Collect AppFolio API debug evidence for support tickets. Trigger: "appfolio debug".

Automate tenant management and lease operations with AppFolio. Trigger: "appfolio tenant management".

Build property management dashboard with AppFolio API data. Trigger: "appfolio property dashboard".

Diagnose and fix common AppFolio API integration errors. Trigger: "appfolio error".

Configure CI/CD pipeline for AppFolio property management integrations. Trigger: "appfolio CI".

Set up local development for AppFolio property management API integration. Trigger: "appfolio local dev".

Deploy AppFolio integration service to cloud infrastructure. Trigger: "deploy appfolio".

Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.

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".

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.