daily
01Command Claude Code
A command for running an immediate daily digest from the portfolio-agent project. It reports only figures and status produced by the project's code.
Command Claude Code
A command for running an immediate daily digest from the portfolio-agent project. It reports only figures and status produced by the project's code.
Command Claude Code
A command that creates a report comparing recorded suggestions, actions, and outcomes. It observes differences but does not claim why they happened.
Command Claude Code
A command for making portfolio judgments through a structured review process. It gathers evidence, creates judgment data for every holding, and submits the result for validation.
Command Claude Code
A read-only command for viewing a portfolio’s latest stored snapshot and thesis statuses. A portfolio is a collection of investments, and a thesis is the reason for holding an investment.
MCP server Claude CodeCodexCursor +2
MCP server "portfolio" as configured in Daegyu519/portfolio-agent. Runs src.mcp.portfolio_server with .venv/bin/python. Needs 1 environment variable to run.
MCP server Claude CodeCodexCursor +2
MCP server "sources" as configured in Daegyu519/portfolio-agent. Runs src.mcp.sources_server with .venv/bin/python. Needs 1 environment variable to run.
Instructions file
A set of Claude Code instructions for a portfolio decision-support project. It defines how evidence, calculations, recommendations, notes, and secrets must be handled.