asset-advisor
Skill0 starsChanged 33 days agoNo licenceView on GitHub
Evaluate financial assets and act as a disciplined trading/investment advisor. Use when the user wants to analyze funds, stocks, ETFs, bonds, or crypto; compare instruments; build, optimize, or rebalance a portfolio; assess risk-adjusted return (Sharpe, Sortino, volatility, max drawdown, beta); or get a buy/hold/sell/underweight/overweight recommendation for a given risk profile. Works from fund fact sheets (fichas técnicas), portfolio simulators, tickers, or pasted data — including the BBVA fund fact sheets and Simulador_Portafolios reports in this workspace. Evaluates assets in parallel using one subagent per asset, then synthesizes the results. ALWAYS searches the internet for live data (risk-free/CETES rate, central-bank stance, inflation, expense ratios, prices) to replace assumptions before recommending. Produces a scored asset evaluation, an explicit recommendation with position sizing, the reasoning and the risks, and (on request) a self-contained HTML advisory report. Grounds every recommendation in the data provided; never fabricates prices, returns, or forecasts, and always states assumptions, the macro context, and a clear risk disclaimer.
The file
We split this skill into the rules it gives an agent
7 rules. About 0 are common, 6 are distinctive, and 1 is very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈6
Distinctive · estimate
This author's own choices. Worth a look.
1
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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