Art & Design

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.

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".

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".

投资组合风险管理工具。将投资论点转化为可执行的仓位管理方案：合理的仓位大小、对冲策略、风险暴露管理和监控规则。 触发词：仓位管理、position sizing、组合风险、portfolio risk、对冲策略、hedge、风险管理、加减仓、止损规则、风险控制

Aggregate cross-repo issue/MR/CI health across vault-registered projects into a single Markdown dashboard

Inspect all configured fantasy teams, saved players, lineup analysis, and transaction proposals through the portfolio MCP. Open the local dashboard for visual review and exact proposal approval.

Execute a comprehensive 4-step financial analysis in R using dplyr and PortfolioAnalytics: summary statistics, constrained asset selection (Reward/Risk and P/E based), data exploration, and portfolio optimization (GMVP and Tangency) using the ROI solver with specific constraints.

Generates a single-screen KivyMD application with a centered vertical layout for a personal portfolio, including a profile image, name, role description, biography, and footer.

Automate Klipfolio tasks via Rube MCP (Composio). Always search tools first for current schemas.

Use when you need a single-pane cross-repo health view across all vault-registered GitLab and GitHub projects. Discovers repos from `_overview.md` frontmatter in `<vault>/01-projects/*/`, aggregates open issues, MRs, critical labels, and stale signals via parallel `glab`/`gh` calls, then writes an idempotent `_PORTFOLIO.md` dashboard. Runs automatically at session-start Phase 2 when `gitlab-portfolio.enabled=true`. Triggers: "show portfolio status", "refresh the portfolio dashboard", "which repos have critical issues", "run /portfolio". <example>Context: session-start, gitlab-portfolio.enabled=true, vault has 5 registered repos. user: "/session deep" assistant: "Portfolio: 3 critical issues across 2 repos — run /portfolio for details. Dashboard written to vault/01-projects/_PORTFOLIO.md."</example>

Interactive Portfolio workflow skill. Use this skill when the user needs Expert in building portfolios that actually land jobs and clients - and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

Generate and rewrite marketing content for software services and portfolios. Adapts tone from professional agency to customer-centric, handles style mimicry, formatting constraints, and strictly manages perspective (e.g., removing first-person pronouns for portfolio contexts).

Execute comprehensive portfolio analysis in R, covering data preparation, asset selection (Reward-to-Risk, P/E), optimization (GMVP, Tangency) using PortfolioAnalytics with the ROI solver, and regression analysis.

Interactive Portfolio workflow skill. Use this skill when the user needs Expert in building portfolios that actually land jobs and clients - and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

Interactive Portfolio workflow skill. Use this skill when the user needs Expert in building portfolios that actually land jobs and clients - and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

Automate Klipfolio tasks via Rube MCP (Composio). Always search tools first for current schemas.

AgentFolio workflow skill. Use this skill when the user needs Skill for discovering and researching autonomous AI agents, tools, and ecosystems using the AgentFolio directory and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

AgentFolio workflow skill. Use this skill when the user needs Skill for discovering and researching autonomous AI agents, tools, and ecosystems using the AgentFolio directory and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

Minimalist, typography-focused portfolio design system inspired by neo-brutalist and Swiss design principles. Emphasizes bold typography, generous whitespace, monochromatic color schemes, and elegant simplicity for developer/designer portfolios.

Build a GitHub portfolio that gets you hired — curate 3-5 polished projects, craft compelling READMEs, deploy live demos, tell a coherent story across your repos, and align everything to AI-native development roles. Use when preparing your GitHub for job searches, deciding what to pin, or auditing your public presence.

Factor modeling and portfolio construction (Markowitz, Black-Litterman, constraints, turnover).

Analyze the CustomGPT.ai Labs Innovation workbook and cost tracking data to surface portfolio-level insights, trends, and recommendations for where to focus Innovation efforts.

Optimize project portfolio selection under constraints using mathematical optimization