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Claude Skills by jameswong2011
github.com/jameswong201165 skills5 installs99 views
- Archive CalloutsSweep addressed callouts older than a threshold (default 180 days) into the target note's ## Legacy Callouts section. Converts verbose callout blocks into plain bulleted entries sorted descending by addressed date, preserving full original text and Response. Use when user says "archive callouts", "sweep callouts", "clean old callouts", or references addressed-callout hygiene.Votes: 0GitHub stars: 3
- AssumptionsExtract a thesis's load-bearing assumptions and scan for internal contradictions — the falsifiable claims the bull case requires, what would falsify each, and where the thesis's own Risks / Bear Case / research already argue against it. Use when user says "assumptions", "what must be true", "load-bearing assumptions", or "does [TICKER] contradict itself".Votes: 0GitHub stars: 3
- BriefGenerate a concise 1-page investment brief from a thesis — the elevator pitch version. Use when user says "brief", "summarise thesis", "pitch me [TICKER]", "one-pager", or "investment memo".Votes: 0GitHub stars: 3
- CatalystExtract and maintain a cross-portfolio catalyst calendar from all thesis notes. Use when user says "catalyst", "calendar", "what's coming up", "upcoming events", or "what could move the portfolio".Votes: 0GitHub stars: 3
- CleanDelete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) and Quartr Event Sweeps from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when $lint flags stale snapshots.Votes: 0GitHub stars: 3
- CompareSide-by-side competitive comparison of two or more companies. Use when user says "compare", "X vs Y", "which is better", or asks about competitive dynamics between specific companies.Votes: 0GitHub stars: 3
- Conviction AuditAudit whether a thesis's stated conviction matches its evidence, and whether any Conviction Trigger has silently fired without being actioned. Use when user says "conviction audit", "is my conviction right on [TICKER]", "did a trigger fire", or "should I re-rate [TICKER]".Votes: 0GitHub stars: 3
- DeepenTargeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the nu...Votes: 0GitHub stars: 3
- Dependency MapExtract a thesis's dependency fingerprint — the external variables its bull case actually rests on (key customers, suppliers/inputs, technology transitions, macro drivers, single points of failure). Use when user says "dependency map", "what does [TICKER] depend on", "dependency fingerprint", or "map exposures for [TICKER]".Votes: 0GitHub stars: 3
- GraphRebuild the vault dependency graph (_graph.md) via the deterministic generator script. $graph forces a full rebuild; $graph last (run after every $sync) rebuilds only if the vault changed; $graph [N] is treated as last. The generator reads the vault and writes _graph.md directly, so the file never streams through a model response.Votes: 0GitHub stars: 3
- IngestIngest content into the vault as structured research notes. Accepts a URL, a local file path, `--from-brief [date]` (pick stories from an n8n Daily Intel news brief), `--from-sweep [date]` (pick Event Sweep highlights), or no arguments (batch-processes _Inbox/). Use when user shares a URL, says "clip this", "ingest", "ingest from the brief", "ingest from the sweep", or "process inbox".Votes: 0GitHub stars: 3
- LintRun health checks on the vault for inconsistencies, stale data, orphaned notes, and missing connections. Use periodically or when user says "lint", "health check", or "audit".Votes: 0GitHub stars: 3
- Macro ExposureTag a thesis's implicit macro bets — the macro variables its bull case is secretly levered to (AI capex, rates, FX, China decoupling, memory/HBM cycle, energy, regulation) with direction and magnitude. Use when user says "macro exposure", "what macro is [TICKER] betting on", "macro bets", or "rate exposure for [TICKER]".Votes: 0GitHub stars: 3
- NumbersRefresh the Key Metrics table in a thesis with current data from Financial Modeling Prep, with a scoped web-search fallback (Step 4b) when FMP has no data or resolved the wrong company, and Quartr filing financials (Step 4c) for P&L/FCF/capex gaps. Use when user says "numbers", "refresh metrics", "update key metrics", or "refresh [TICKER]" with no other action implied. Surgical edit only — does NOT create research notes or propagate via $sync. Also flags (never auto-edits) stale price/valuati...Votes: 0GitHub stars: 3
- Portfolio SnapshotExport/publish the live portfolio tracker as a static, stripped snapshot into the "Portfolio Snapshot" folder — an empty Trades section (first), the holdings table, and the 1-month-return bar chart baked to static SVG (scatter chart opt-in), with a Publish_Snapshot property. Strips all instruction/engine/log elements (refresh dataviewjs, tip callouts, Upcoming Earnings, Column Legend, Notes, Log). Use when the user says "snapshot the portfolio", "publish the portfolio", "export Live Portfolio...Votes: 0GitHub stars: 3
- PruneSystematically evaluate weak, stale, or low-conviction theses for upgrade, monitoring, or closure. Use when user says "prune", "kill list", "clean up theses", "what should I close", or "reduce portfolio".Votes: 0GitHub stars: 3
- RenameRename a thesis file when company name changes. Atomically updates filename, all inbound wikilinks across the vault, graph adjacency entry header, sector note Active Theses entry, snapshot snapshot_of references, and _hot.md mentions. Use when company changes name (FB → META, Square → Block, etc.), or when correcting a typo in a thesis filename.Votes: 0GitHub stars: 3
- RetroGenerate a backward-looking retrospective of vault activity (addressed callouts + Log entries) over a time window (1w / 1m / 1q), overlay with newsflow + earnings transcripts + price action, and rank trade ideas by the gap between official narrative and market reaction. Output is an immutable Research note. Use when user says "retro", "retrospective", "what did I do this week/month/quarter", "review activity against market", or "recommend trades from recent research".Votes: 0GitHub stars: 3
- RollbackRestore a thesis, sector, or macro note from a snapshot in _Archive/Snapshots/. Use when user says "rollback", "restore", "revert", "undo sync", or "go back to the previous version".Votes: 0GitHub stars: 3
- ScenarioPropagate a hypothetical macro scenario through the entire portfolio. Use when user says "what if", "scenario", "what happens to my portfolio if", or describes a macro event to model.Votes: 0GitHub stars: 3
- StatusChange conviction level or status on a single thesis. Use when user says "change conviction", "downgrade", "upgrade", "move to monitoring", "close [TICKER]", or "set [TICKER] to [level]".Votes: 0GitHub stars: 3
- Stress TestAdversarial thesis testing — act as a short seller to find the weakest points in a thesis. Use when user says "stress test", "devil's advocate", "challenge this thesis", or "break [TICKER]".Votes: 0GitHub stars: 3
- SurfaceSurface new insights, potential trades, and research opportunities from existing vault content. Use when user says "surface", "what am I missing", "find opportunities", or "what should I research next".Votes: 0GitHub stars: 3
- SyncSynchronize recent research learnings across all affected theses, sector notes, and macro documents. Use after a research session or when user says "sync", "propagate", or "update everything".Votes: 0GitHub stars: 3
- ThesisCreate a new investment thesis note with full analysis. Use when user says "create thesis", "new thesis", or "build a case for TICKER"Votes: 0GitHub stars: 3
- TranscriptPull an earnings-call, fireside, CMD, or keynote transcript from Quartr (FMP fallback), extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", "ingest [TICKER] earnings", or `$transcript TICKER --event ID`.Votes: 0GitHub stars: 3
- Value ChainMap a thesis's position in its value chain — who it buys from, sells to, and competes with; where the bottleneck and pricing power sit; and whether it owns a critical layer. Use when user says "value chain", "supply chain position", "where does [TICKER] sit", or "who are [TICKER]'s suppliers/customers".Votes: 0GitHub stars: 3
- Archive CalloutsSweep addressed callouts older than a threshold (default 180 days) into the target note's ## Legacy Callouts section. Converts verbose callout blocks into plain bulleted entries sorted descending by addressed date, preserving full original text and Response. Use when user says "archive callouts", "sweep callouts", "clean old callouts", or references addressed-callout hygiene.Votes: 0GitHub stars: 3
- AssumptionsExtract a thesis's load-bearing assumptions and scan for internal contradictions — the falsifiable claims the bull case requires, what would falsify each, and where the thesis's own Risks / Bear Case / research already argue against it. Use when user says "assumptions", "what must be true", "load-bearing assumptions", or "does [TICKER] contradict itself".Votes: 0GitHub stars: 3
- BriefGenerate a concise 1-page investment brief from a thesis — the elevator pitch version. Use when user says "brief", "summarise thesis", "pitch me [TICKER]", "one-pager", or "investment memo".Votes: 0GitHub stars: 3
- CatalystExtract and maintain a cross-portfolio catalyst calendar from all thesis notes. Use when user says "catalyst", "calendar", "what's coming up", "upcoming events", or "what could move the portfolio".Votes: 0GitHub stars: 3
- CleanDelete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) and Quartr Event Sweeps from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when /lint flags stale snapshots.Votes: 0GitHub stars: 3
- CompareSide-by-side competitive comparison of two or more companies. Use when user says "compare", "X vs Y", "which is better", or asks about competitive dynamics between specific companies.Votes: 0GitHub stars: 3
- Conviction AuditAudit whether a thesis's stated conviction matches its evidence, and whether any Conviction Trigger has silently fired without being actioned. Use when user says "conviction audit", "is my conviction right on [TICKER]", "did a trigger fire", or "should I re-rate [TICKER]".Votes: 0GitHub stars: 3
- DeepenTargeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the nu...Votes: 0GitHub stars: 3
- Dependency MapExtract a thesis's dependency fingerprint — the external variables its bull case actually rests on (key customers, suppliers/inputs, technology transitions, macro drivers, single points of failure). Use when user says "dependency map", "what does [TICKER] depend on", "dependency fingerprint", or "map exposures for [TICKER]".Votes: 0GitHub stars: 3
- Earnings SweepEarnings-season triage across ALL active theses (not just Live Portfolio holdings) — every earnings call reported inside the window gets a Quartr event summary, a Conviction-Trigger/Outstanding-Questions cross-reference, and a coverage check against existing Research notes, producing a ranked deep-read queue for /transcript. Use when user says "earnings sweep", "who reported", "triage earnings", "catch up on earnings season", or after any earnings-heavy stretch. Default window 14 days; `/earn...Votes: 0GitHub stars: 3
- Event SweepSweep Quartr events for active (and monitoring) theses into a Daily Intel triage note. Use when user says "event sweep", "what's on the calendar this week", "Monday sweep", or after a conference week. Triage only — figures destined for a thesis go through /transcript, /filing, or /slides.Votes: 0GitHub stars: 3
- GraphRebuild the vault dependency graph (_graph.md) via the deterministic generator script. /graph forces a full rebuild; /graph last (run after every /sync) rebuilds only if the vault changed; /graph [N] is treated as last. The generator reads the vault and writes _graph.md directly, so the file never streams through a model response.Votes: 0GitHub stars: 3
- IngestIngest content into the vault as structured research notes. Accepts a URL, a local file path, `--from-brief [date]` (pick stories from an n8n Daily Intel news brief), `--from-sweep [date]` (pick Event Sweep highlights), or no arguments (batch-processes _Inbox/). Use when user shares a URL, says "clip this", "ingest", "ingest from the brief", "ingest from the sweep", or "process inbox".Votes: 0GitHub stars: 3
- LintRun health checks on the vault for inconsistencies, stale data, orphaned notes, and missing connections. Use periodically or when user says "lint", "health check", or "audit".Votes: 0GitHub stars: 3
- Macro ExposureTag a thesis's implicit macro bets — the macro variables its bull case is secretly levered to (AI capex, rates, FX, China decoupling, memory/HBM cycle, energy, regulation) with direction and magnitude. Use when user says "macro exposure", "what macro is [TICKER] betting on", "macro bets", or "rate exposure for [TICKER]".Votes: 0GitHub stars: 3
- MonitorConviction-trigger surveillance via Quartr keyword alerts — parse every active thesis's Conviction Triggers for named observables, propose keyword alerts scoped to the Vault Active watchlist (or market-wide for macro observables), create them ONLY on explicit user confirmation, and reconcile the alert set against the book as theses open/close. Use when user says "monitor", "set up alerts", "keyword alerts", "watch for X", or "reconcile alerts".Votes: 0GitHub stars: 3
- NumbersRefresh the Key Metrics table in a thesis with current data from Financial Modeling Prep, with a scoped web-search fallback (Step 4b) when FMP has no data or resolved the wrong company, and Quartr filing financials (Step 4c) for P&L/FCF/capex gaps. Use when user says "numbers", "refresh metrics", "update key metrics", or "refresh [TICKER]" with no other action implied. Surgical edit only — does NOT create research notes or propagate via /sync. Also flags (never auto-edits) stale price/valuati...Votes: 0GitHub stars: 3
- Portfolio SnapshotExport/publish the live portfolio tracker as a static, stripped snapshot into the "Portfolio Snapshot" folder — an empty Trades section (first), the holdings table, and the 1-month-return bar chart baked to static SVG (scatter chart opt-in), with a Publish_Snapshot property. Strips all instruction/engine/log elements (refresh dataviewjs, tip callouts, Upcoming Earnings, Column Legend, Notes, Log). Use when the user says "snapshot the portfolio", "publish the portfolio", "export Live Portfolio...Votes: 0GitHub stars: 3
- PruneSystematically evaluate weak, stale, or low-conviction theses for upgrade, monitoring, or closure. Use when user says "prune", "kill list", "clean up theses", "what should I close", or "reduce portfolio".Votes: 0GitHub stars: 3
- RenameRename a thesis file when company name changes. Atomically updates filename, all inbound wikilinks across the vault, graph adjacency entry header, sector note Active Theses entry, snapshot snapshot_of references, and _hot.md mentions. Use when company changes name (FB → META, Square → Block, etc.), or when correcting a typo in a thesis filename.Votes: 0GitHub stars: 3
- RetroGenerate a backward-looking retrospective of vault activity (addressed callouts + Log entries) over a time window (1w / 1m / 1q), overlay with newsflow + earnings transcripts + price action, and rank trade ideas by the gap between official narrative and market reaction. Output is an immutable Research note. Use when user says "retro", "retrospective", "what did I do this week/month/quarter", "review activity against market", or "recommend trades from recent research".Votes: 0GitHub stars: 3
- RollbackRestore a thesis, sector, or macro note from a snapshot in _Archive/Snapshots/. Use when user says "rollback", "restore", "revert", "undo sync", or "go back to the previous version".Votes: 0GitHub stars: 3
- ScenarioPropagate a hypothetical macro scenario through the entire portfolio. Use when user says "what if", "scenario", "what happens to my portfolio if", or describes a macro event to model.Votes: 0GitHub stars: 3