/llmquant-portfolio

Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.

BOOST

llmquant@llmquant

GitHub

From plugin

llmquant-skills

23518 skills

Install

$ npx -y skills add LLMQuant/skills --skill llmquant-portfolio --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/llmquant-portfolio

Context preview

The summary Claude sees to decide when to auto-load this skill.

Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.

SKILL.md

llmquant-portfolio.SKILL.md

name: llmquant-portfolio
description: Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.
input_data_source: LLMQuant Data
category: portfolio

LLMQuant Portfolio

This category routes persistent research workspace and portfolio-management workflows.

Routing Rules

1. Identify the portfolio object: company profile, thesis, theme, watchlist, or alert. 2. Select the closest workflow below. 3. Open only the selected workflow. 4. Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context. 5. 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`](workflows/company-profile.md) | | Turn buy logic into a monitored thesis with sell conditions. | [`workflows/investment-thesis-tracker.md`](workflows/investment-thesis-tracker.md) | | Track thematic equity baskets and related events. | [`workflows/theme-research.md`](workflows/theme-research.md) | | Monitor watchlists for price, IV, event, and activity changes. | [`workflows/watchlist-monitor.md`](workflows/watchlist-monitor.md) | | Create and manage measurable market alerts. | [`workflows/alert-manager.md`](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: