claude

unlok

Unlok investment copilot for portfolio intelligence, market thesis research, and execution-safe trade workflows.

0 on GitHubby Unlokv0.1.0MITupdated 4 months agofinance
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Plugin unlok from marketplace unlok in unloktech/unlok-mcp-server. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (8)

  • investment-decision-memo

    Decision-memo skill for thesis validation, scenario analysis, and clear risk-aware investment recommendations.

  • market-research

    Build trade-ready market theses from price action, relative strength, and catalyst/news context.

  • order-guidance

    Execution guardrail mode for turning trade intent into rule-compliant, confirmation-gated order execution.

  • portfolio-analysis

    Portfolio intelligence mode for Unlok accounts: identify concentration risk, exposure imbalance, and performance drivers.

  • portfolio-risk-dashboard

    Institutional portfolio risk dashboard skill for concentration control, exposure diagnostics, and priority risk actions.

  • stock-screener

    Intelligent stock screener skill — translates natural language queries into precise filter combinations, enriches shortlists with fundamentals and analyst ratings, and produces ranked, explained candidate lists.

  • trade-execution-governance

    Execution governance skill for rule-compliant order workflows with mandatory preview and explicit approval.

  • watchlist-intelligence

    Professional watchlist governance skill for opportunity triage, catalyst monitoring, and portfolio funnel management.

Subagents (2)

  • market-scanner

    Scan sectors, themes, and symbols to rank high-conviction setups for Unlok users using trend, momentum, catalyst, and risk.

  • portfolio-guardian

    Risk-first portfolio steward for Unlok users: monitors concentration, drawdown vulnerability, and rebalance priorities.

MCP servers (1)

  • unlok

    connects to: https://mcp.unlok.com/mcp

View source on GitHub mcp.unlok.com

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