LLMQuant Portfolio
This category routes persistent research workspace and portfolio-management workflows.
Routing Rules
- Identify the portfolio object: company profile, thesis, theme, watchlist, or alert.
- Select the closest workflow below.
- Open only the selected workflow.
- Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context.
- Report last updated dates, evidence dates, stale notices, and missing workspace objects.
Workflow Index
| User intent | Workflow |
|---|---|
| Build or refresh a persistent company research profile. | workflows/company-profile.md |
| Turn buy logic into a monitored thesis with sell conditions. | workflows/investment-thesis-tracker.md |
| Track thematic equity baskets and related events. | workflows/theme-research.md |
| Monitor watchlists for price, IV, event, and activity changes. | workflows/watchlist-monitor.md |
| Create and manage measurable market alerts. | workflows/alert-manager.md |
LLMQuant Data Contract
Prefer LLMQuant Data when available. The workflows may need these data capabilities:
- Retrieve, create, or update research profiles, thesis trackers, theme baskets, watchlists, alerts, and portfolio context.
- Retrieve prices, filings, ownership, events, macro context, option context, and latest evidence for tracked names.
- Capture trigger conditions, sell rules, stale evidence, thesis drift, and unresolved data gaps.
Fallback:
- If workspace storage is unavailable, produce the profile, thesis, watchlist, or alert specification as structured output ready for later ingestion.