claude

finance-portfolio

投后管理:投资组合审视与仓位优化、投资论文追踪(买入后的纪律系统)、论文漂移检测(区分事实变化与措辞变化)、10 分钟股价异动新闻归因(4 Agent 并行侦察)。

0 on GitHubv1.0.0updated 2 months agofinance
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Plugin finance-portfolio from marketplace skill-arsenal-ultra in Choi-Keith/skill-arsenal-ultra. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (4)

  • finance-news-pulse

    公司新闻脉搏:股价异动时4个并行Agent快速侦察事件/政策/对手/情绪,10分钟内归因判断。触发词:新闻归因、股价异动、突发事件、暴跌原因、暴涨原因、news pulse。不适用于深度基本面研究或长期投资分析。

  • finance-portfolio-review

    组合管理:从研究公司到管理组合,执行投资组合审视、仓位评估与优化配置。触发词:组合管理、仓位优化、配置、portfolio review、再平衡、持仓审视。不适用于单公司的首次研究或初次筛选。

  • finance-thesis-drift

    投资论文漂移检测:对比两份报告快照,区分事实变化与措辞变化,判断是否需要重审投资。触发词:漂移检测、论文变化、重审、revisit、假设过期、是否需要卖出。不适用于新公司的首次投资论文建立。

  • finance-thesis-tracker

    投资论文追踪:买入后的纪律系统,建立并追踪每笔投资的核心假设和关键验证节点。触发词:论文追踪、持仓跟踪、投资纪律、假设验证、买入后管理。不适用于买入前的公司研究或初次分析。

Slash commands (4)

  • /finance-portfolio:drift

    投资论文漂移检测:对比两份报告快照,分清事实变化与措辞变化

  • /finance-portfolio:news

    公司新闻脉搏:股价异动时快速归因,4 个并行 Agent 侦察事件/政策/对手/情绪

  • /finance-portfolio:review

    组合管理:从研究公司到管理组合,执行投资组合审视与优化

  • /finance-portfolio:track

    投资论文追踪:买入后的纪律系统,建立并追踪投资论文

View source on GitHub

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投资研究:四大师综合分析框架(巴菲特/芒格/段永平/李录)、四角色并行投研团队、行业产业链全景研究、管理层纵深评估(买股票就是买人)、未上市公司 6 Agent 拼图式研究、收益型投资分析、段永平问答、财务数据交叉验证规范。

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Maintain finance-portfolio?

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