haiiibin/claude-multi-agent-investing
Agent Claude Code
Bear Researcher -- builds the strongest case AGAINST investing in a given ticker. Emphasizes risks, weaknesses, negative indicators. Pair with bull for structured debate. Adapted from TauricResearch/TradingAgents.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Warren Buffett persona -- analyzes a single ticker through Buffett's principles (moat, intrinsic value, margin of safety) and returns bullish / bearish / neutral with reasoning. Adapted from virattt/ai-hedge-fund.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Bull Researcher -- builds the strongest case FOR investing in a given ticker. Emphasizes growth, moats, positive indicators. Pair with bear for structured debate. Adapted from TauricResearch/TradingAgents.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Michael Burry persona -- deep value contrarian hunting hard catalysts (FCF yield, EV/EBIT, insider buying, buybacks). Adapted from virattt/ai-hedge-fund.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Deep financial statement analyst -- pulls 4+ years of income/balance/cashflow, computes trends, flags quality-of-earnings issues, outputs structured health card.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Macro environment analyst -- snapshots rates/FX/commodities/indices/VIX, assesses cycle position, maps impact to a specific ticker or sector.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Charlie Munger persona -- inverts the question ("how could this go wrong?"), focuses on mental models, avoids stupidity. Complement to buffett agent. Adapted from virattt/ai-hedge-fund.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Pulls recent news for ticker/sector/topic, scores sentiment, extracts actionable events. Hardened against prompt injection from untrusted article content.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Final synthesis judge -- receives all analyst + persona + technical + risk agent outputs, produces a decisive 5-level conviction rating (Buy/Overweight/Hold/Underweight/Sell) with account-routing, position-size guidance, and tax-aware action plan. Adapted from TauricResearch/TradingAgents portfoliomanager. Use after…
haiiibin/claude-multi-agent-investing
Agent Claude Code
Quantitative risk assessment across 5 FA-specific dimensions -- market/volatility, concentration, FX/currency, tax/account routing, fundamental/balance-sheet. Each scored 1-5. Produces overall risk score + mitigation actions. Adapted from TauricResearch/TradingAgents riskmgmt (aggressive/conservative/neutral…
haiiibin/claude-multi-agent-investing
Agent Claude Code
SEC filings analyst -- pulls 10-K, 10-Q, 8-K from SEC EDGAR (free, no API key), extracts Risk Factors, MD&A, and material events. For US-listed companies only.
haiiibin/claude-multi-agent-investing
Agent Claude Code
Technical analysis -- price action, MA20/50/200 trend stack, RSI, MACD, Bollinger Bands, ATR, support/resistance levels. Uses Yahoo Finance MCP historical data. Adapted from TauricResearch/TradingAgents marketanalyst.
haiiibin/claude-multi-agent-investing
Command Claude Code
Portfolio-level cash deployment plan. Reads holdings.json, analyzes gaps + market regime, produces tiered plan with tax-aware account routing. Distinct from /rebalance which adjusts existing weights.
haiiibin/claude-multi-agent-investing
Command Claude Code
Full intelligence gathering on a ticker -- fundamentals + SEC filings + news + macro + competitors. Slower and deeper than /research. Usage /deep-dive AAPL.
haiiibin/claude-multi-agent-investing
Command Claude Code
Upcoming earnings + dividend events for portfolio holdings over next N weeks (default 2). Surfaces event clusters (multiple positions on same day = concentrated event risk), consensus estimates, key questions to watch. Run before FOMC/earnings-heavy weeks.
haiiibin/claude-multi-agent-investing
Command Claude Code
Lightweight decision journal -- capture the "why" behind a decision (bought, sold, passed, waited) so future /research and /allocate-cash can read prior reasoning. Fights hindsight bias. Two modes -- write (default) or review (show recent entries).
haiiibin/claude-multi-agent-investing
Command Claude Code
Market-wide macro scan -- indices, rates, FX, commodities, sector rotation, upcoming catalysts. Run before /allocate-cash or /rebalance to ground portfolio decisions in current regime.
haiiibin/claude-multi-agent-investing
Command Claude Code
Drift-based rebalancing. Detects positions deviating from target weights, proposes tax-ordered trim + add. Distinct from /allocate-cash (which deploys NEW cash) -- /rebalance is zero-net-cash reshuffling.
haiiibin/claude-multi-agent-investing
Command Claude Code
Corporate-action reconciliation. Compare holdings.json vs yfinance action history (dividends, splits, spinoffs). Surface drift since lastupdated so user can align with broker statement. Distinct from /trade which records user-initiated transactions.
haiiibin/claude-multi-agent-investing
Command Claude Code
Deep research on a single ticker across 5 agent personas + tax-aware "already own" analysis across taxable / TFSA / registered accounts. Usage /research AAPL.
haiiibin/claude-multi-agent-investing
Command Claude Code
Portfolio scenario stress test. 6 canonical macro shocks historically anchored (2008/2020/2022). Outputs per-scenario CAD loss + worst positions. Deterministic, not Monte Carlo. Directional -- not point forecasts.
haiiibin/claude-multi-agent-investing
Command Claude Code
Canadian tax-loss harvest planner. Scans taxable accounts for losses, enforces ITA 54 (60-day superficial loss window in all affiliated accounts), proposes non-identical replacements, computes tax benefit. TFSA skipped -- losses there don't offset anything.
haiiibin/claude-multi-agent-investing
Command Claude Code
Sync a completed trade -- parse natural-language description, update holdings.json with correct cost basis averaging, log to memory for audit trail. Usage /trade.
haiiibin/claude-multi-agent-investing
Command Claude Code
A command for producing a weekly investment report by combining several analysts and personality-based agents.