monarchjuno

monarchjuno/tradingcodex

Skill Claude CodeCodex

Review backtests, signals, and model-performance claims for leakage, data snooping, costs, capacity, and live friction.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Prepare, persist, and repair compact TradingCodex v2 research artifacts and forecast records for authenticated run-bound handoffs.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Run reproducible financial calculations from governed Dataset slices or declared private inputs, reuse exact prior results, and bind decision-relevant metrics to recorded Calculation Runs. Use for returns, risk, valuation, regression, optimization, scenario, or portfolio math that can affect an investment artifact.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Collect source-backed investment evidence at the start of analyst workflows. Use for research intake, source lists, fact versus assumption separation, and missing-evidence tracking before analysis.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Require horizon-bound, evidence-aware, updateable forecast fields when prediction, valuation implication, or decision support is in scope.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Turn thesis, catalyst, earnings, and valuation questions into compact scenario trees with contrary evidence and update triggers.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Route external investment evidence and preserve concise SourceSnapshot or Dataset provenance when a fixed-role analyst needs external facts, documents, prices, fundamentals, or time series.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Analyze price action for an investment workflow. Use for trend, momentum, support/resistance, volatility, liquidity, drawdown, invalidation, and setup-quality reports.

monarchjuno/tradingcodex

Skill Claude CodeCodex

Review valuation after research evidence exists. Use for valuation method selection, assumptions, market-implied expectations, scenario ranges, sensitivity, and valuation risk.

monarchjuno/vibe-investing

Instructions file CodexOpenCode

Instructions for monarchjuno/vibe-investing, covering repository agents guide, scope, repository purpose, structure rules and naming rules.

monarchjuno/vibe-investing

Skill Claude CodeCodex

Fetch financial, market, economic, fundamental, news, options, crypto, ETF, index, and macro data through the OpenBB Python interface instead of the OpenBB MCP server. Use when an agent needs current or historical data from OpenBB-supported providers, needs to replace OpenBB MCP calls with direct Python/OpenBB usage…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests. Use when an agent must infer the correct valuation and finance framework without asking follow-up questions, begin from…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze a company, sector situation, or valuation question through Aswath Damodaran's lens. Use when the analysis should start with the business story, connect that story to revenue growth, margins, reinvestment, and risk, then judge valuation through disciplined intrinsic-value work, expectation testing, and explicit…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Benjamin Graham's conservative value-investing lens. Use when the analysis should focus on margin of safety, balance-sheet strength, earnings stability, Graham-style valuation measures such as Graham Number or net-net logic, and avoidance of speculation or aggressive growth assumptions.

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Bill Ackman's concentrated activist lens. Use when the analysis should focus on high-quality businesses, durable moats, free-cash-flow generation, capital allocation, valuation support, and the presence or absence of catalysts, strategic change, or activist-style value creation.

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Cathie Wood's disruptive-innovation lens. Use when the analysis should focus on breakthrough technology, large total addressable markets, multi-year growth optionality, platform scalability, and management willingness to invest in R&D even when near-term volatility or valuation looks…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Charlie Munger's quality-first lens. Use when the analysis should emphasize durable business quality, incentives, management character, capital allocation, multidisciplinary thinking, avoidance of complexity or fragility, and willingness to pay a fair price for an exceptional business…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Michael Burry's hard-number contrarian lens. Use when the analysis should focus on deep value, downside protection, balance-sheet skepticism, free-cash-flow and EV-based valuation, market overreaction, and the presence of concrete catalysts such as insider buying, asset sales, buybacks…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Mohnish Pabrai's Dhandho-style lens. Use when the analysis should prioritize low-risk high-uncertainty opportunities, downside protection first, simplicity, cloning proven ideas, high free-cash-flow yield, limited leverage, and the possibility of doubling capital within a few years…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Nassim Taleb's antifragility and tail-risk lens. Use when the analysis should focus on fragility versus antifragility, convexity, downside asymmetry, skin in the game, hidden blow-up risk, and whether volatility, leverage, or optimization makes the opportunity more dangerous than it first…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Peter Lynch's practical growth-at-a-reasonable-price lens. Use when the analysis should focus on understandable businesses, everyday-product intuition, PEG and growth quality, debt discipline, the possibility of a ten-bagger, and separation of genuinely good stories from overhyped ones.

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Phil Fisher's scuttlebutt-driven growth lens. Use when the analysis should focus on management quality, long-duration growth potential, R&D and product pipeline, durable margins, qualitative competitive advantage, and whether deeper fundamental investigation supports paying up for an…

monarchjuno/vibe-investing

Skill Claude CodeCodex

Analyze an investment through Rakesh Jhunjhunwala's long-term growth-and-value lens. Use when the analysis should focus on circle of competence, economic moat, management quality, financial strength, margin of safety, return metrics such as ROE, and whether the business can create long-term wealth rather than…