Art & Design

An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.

Complete investment portfolio risk management system. Analyze positions, calculate risk metrics, stress test scenarios, optimize allocations, and generate institutional-grade risk reports — all without external APIs.

Orchestrate an out-of-sample certification of a NexusTrade trading strategy or live book — the master discipline behind the Public Portfolio Challenge. Use whenever you must decide PASS/FAIL on whether a portfolio holds up out of sample before deploying real money, replaying the Episode 10 runbooks, or running a \"certify my book\" / \"prove it out of sample\" / \"re-certify the fix\" task with the NexusTrade MCP connected. Pulls in walk-forward-oos, breadth-audit, sweep-reoptimization, options-structure-rules, bug-protocol, and deploy-gate.

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.

The GATED deploy + cleanup flow for a NexusTrade live book — clone the finalist, preview a delta reconcile, stage UNAPPROVED orders, verify fills. Use ONLY after the human explicitly says \"deploy + clean up\" and names a finalist. Covers the clone-before-reconcile ordering, the single-tick reconcile expectation, stale-pending-order hygiene, the signal-freshness gate, and why you can never approve orders yourself. Nothing here runs during certification.

Measure a NexusTrade options book's TRUE participation at a fixed cold-start capital base, defeating the compounded-NAV breadth illusion. Use whenever a book's headline \"holds N/21 names\" needs validating, when a live book collapses to a single name (the OSCR trap), when checking whether a SelectTop / per-name-allocation / total-budget change degraded simultaneous participation, or when a certification needs a breadth gate. Uses audit_backtest_breadth at held-fixed $25k.

Balance tracking, order overview, and market data across exchanges using OpenMM.

The \"loudly declare\" protocol for platform, engine, or data bugs during a NexusTrade certification campaign — bugs are a first-class deliverable, not something to route around. Use whenever a NexusTrade tool errors, hangs, or returns numbers that contradict the config; whenever you're tempted to write \"probably an engine quirk\"; or when a discovered bug invalidates prior backtests and results must be quarantined. Includes the bug hand-off doc template (see references/BUG_TEMPLATE.md).

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

The single-touch lockbox — a final anti-overfitting holdout run once, after design freeze, on a window held out from every fold, sweep, and search. Use when finalizing a bakeoff winner before deploy, setting up the A/B/C baselines as OOS bars, or running the S1.5 gate-coherence auto-relax. Covers why looking at the lockbox twice burns it, the lockbox pass conditions, and the three baselines. The lockbox is distinct from the walk-forward OOS folds.

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.

The mandatory pre-flight contract checks (Stage S0) that must pass before trusting NexusTrade's certification engine for any strategy work. Use at the start of a bakeoff or certification campaign to prove the walk-forward engine runs end-to-end, windows don't leak, fold winners persist, and the engine doesn't fabricate values for dead/not-yet-listed names. Each check has a STOP-and-report failure mode; these runs do NOT count toward any certification minimum.

Run and read a NexusTrade walk-forward out-of-sample study — the certification engine behind the Public Portfolio Challenge. Use when certifying a fixed portfolio (backtest_only) or re-optimizing one (sweep), when setting fold_count / anchored / validation / embargo params, when monitoring a run_walk_forward_study to completion, when reading per-fold OOS returns/Sortino/drawdown, or when a variant's fold calendar needs calendar-alignment against a base control. Invoke with the NexusTrade MCP connected.

Balance tracking, order overview, and market data across exchanges using OpenMM.

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.

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.

Run a multi-family strategy bakeoff — the SEARCH→CERTIFY funnel that screens many candidate mechanisms down to a certified deploy winner without letting the cheap search layer issue a verdict. Use when replaying the Episode 10 bakeoff, when exploring several distinct strategy families before certifying, when deciding whether \"no deployable winner\" is even a legal conclusion, or when building the per-family certification ledger. Enforces verdict-integrity: only certification can end a campaign.

Re-optimize a NexusTrade strategy with a walk-forward SWEEP and label parameter provenance — the discipline that prevents deploying inherited knobs. Use whenever a structural change (sizing, rung depth, universe membership, DTE family, adding a rank signal) forces a re-sweep, when authoring gene_intents from get_sweep_surface, when choosing sweep over GA for a deploy cert, or when selecting the cross-fold-robust winner instead of the per-fold argmax. Invoke with the NexusTrade MCP connected.

The hard structural constraints for the Public Portfolio Challenge momentum-LEAP options book — the spread-shape rule, the take-profit convexity-cap footgun, the affordability ladder, and the known losers not to re-test. Use whenever building or auditing an options strategy structure, checking spread-shape compliance before a certification, choosing DTE/strike rungs, or deciding whether a proposed structure change is even allowed. A violation is an automatic certification FAIL.

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.

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.

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.

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

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.