lodetomasi/portfolio-copilot
Skill Claude CodeCodex
Checks a LOCAL broker export against target weights and tells a rookie whether to do nothing, buy the underweight bucket with cash, or (rarely) sell — fee-aware and cash-flow-first. Use whenever the user asks to rebalance, "ribilancia", "sono fuori banda", "riporta ai target", or asks if they should sell something to…
lodetomasi/portfolio-copilot
Skill Claude CodeCodex
Single entry point for someone who has money and no idea what to do: asks one question and routes to the right skill (build a plan, review the portfolio, invest new cash, rebalance, pick or review a stock). Use whenever the user is unsure where to begin, says "aiutami", "da dove parto", "cosa faccio", "help", "start"…
lodetomasi/portfolio-copilot
Skill Claude CodeCodex
Finds and ranks stock ideas for a rookie across the WHOLE market -- huge and small caps in the same net, nothing excluded by size or index overlap -- then checks the top idea's filings and portfolio fit, and red-teams it before saying BUYSMALL / WATCH / NOBUY. Use whenever the user asks what stock to buy, "che azioni…