ssurmic/claude-investment-skills
Skill Claude CodeCodex
Comprehensive portfolio risk audit. Computes single-name concentration, factor cluster exposure, leverage ETF decay risk, options Greeks aggregation, stress test scenarios (-10% SPX, yen carry, single-name miss), hedge effectiveness. Outputs explicit trim list with $ amounts and reasons + cash target. Triggers in…
ssurmic/claude-investment-skills
Skill Claude CodeCodex
Set, list, and cancel parameterized price alerts on any US-listed stock or ETF. Supports absolute price thresholds (above/below) and percentage moves (drop/rise from anchor). Alerts run via GitHub Actions cron (every 15 min during US trading hours) and fire Telegram notifications. Use when user wants to be notified…
ssurmic/claude-investment-skills
Skill Claude CodeCodex
Fund-manager-grade review of an investment idea or portfolio from a screenshot. Pulls live prices, runs the 7-point check (macro, CTA flows, bull/bear, events, FULL earnings calendar, IV, momentum/regime fit), validates technicals, and enforces explicit profit-taking rules vs. portfolio allocation. Use when the user…
ssurmic/claude-investment-skills
Skill Claude CodeCodex
Top-down sector heat map across 11 GICS sectors + AI sub-sectors (GPU, ASIC, Memory, Power, Cloud, Network, Materials). Identifies overheated vs undervalued sectors, leader-laggard pairs, rotation signals. Recommends specific trim-from / add-to pairs with named stocks. Triggers in English ("sector rotation", "what…
ssurmic/claude-investment-skills
Skill Claude CodeCodex
Real-time SEC 8-K + SC 13D strategic-partner monitor. Detects PIPE deals, joint ventures, and strategic investments from Tier-1 corporate names (NVIDIA, Microsoft, SK Telecom, Samsung, TSMC, Oracle) and sovereign wealth funds (MGX, Saudi PIF, Mubadala, Temasek) BEFORE Substack/Twitter covers them. Filters: US-listed…
ssurmic/claude-investment-skills
Skill Claude CodeCodex
Calculate optimal trim strategy with tax math. Compares Sell-Now (STCG/LTCG depending on holding period) vs Wait-for-LTCG vs Hedge-with-Puts (no taxable event). Computes lot identification (FIFO/HIFO/Specific Lot), tax loss harvesting opportunities. Asks for shares + buy date + income bracket + state. Triggers in…