Travisun

Travisun/Opptrix

Skill Claude CodeCodex

A skill for turning a topic, research argument, or process into a mind map or other structured diagram. It is intended for a diagram rather than a full web report.

Travisun/Opptrix

Skill Claude CodeCodex

A guided workflow for creating reusable coding-agent skills from scratch, including their name, trigger words, instructions, and optional files.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for creating offline HTML research reports and interactive chart pages with the createweb tool. HTML is the format used for web pages, and an offline page can open without loading scripts or styles from the internet.

Travisun/Opptrix

Skill Claude CodeCodex

A credit-analysis brief focused on debt levels, ability to cover interest payments, and credit-related news, without assigning external rating letters.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for comparing stocks, indexes, commodities, currencies, and other markets side by side. It produces descriptive snapshots and charts, not risk-parity portfolio weights; risk parity is a method for balancing portfolio risk across assets.

Travisun/Opptrix

Skill Claude CodeCodex

A stock-market indicator that compares price volatility with trading activity to estimate whether an index or exchange-traded fund is in a bullish or bearish state.

Travisun/Opptrix

Skill Claude CodeCodex

A discounted-cash-flow (DCF) valuation workflow, which estimates value by converting expected future free cash flow into today's value.

Travisun/Opptrix

Skill Claude CodeCodex

A pure-Python differential-evolution optimizer for choosing long-only portfolio weights. Differential evolution is a search method that tests and improves candidate solutions; long-only means no negative holdings.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for writing a researched series of three to eight independent long-form articles that explain a company in depth. The series covers the business, important changes, evidence, risks, and decision points.

Travisun/Opptrix

Skill Claude CodeCodex

A calculation guide for the disposition effect, a tendency to sell investments that have gained value sooner than investments that have lost value. It estimates the CGO factor from trading-volume-weighted reference prices.

Travisun/Opptrix

Skill Claude CodeCodex

A question-answering style based on Duan Yongping’s simple, long-term approach to business and investing. It emphasizes understanding the business, staying within one’s ability to judge it, and avoiding unsupported certainty.

Travisun/Opptrix

Skill Claude CodeCodex

An earnings-quality analysis checks whether reported profit is supported by operating cash flow and whether accounting items suggest weaker or less sustainable results. It examines items such as accruals, receivables, inventory, capitalised costs, and one-off events.

Travisun/Opptrix

Skill Claude CodeCodex

A financial-report reading workflow extracts important figures from a company’s quarterly or annual report and explains what changed. It separates reported facts from possible explanations and risks.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for closely reading one original company filing or earnings-call transcript. It summarizes the results, examines management commentary and notes, and compares the update with an investment thesis, meaning the reasons for owning the stock.

Travisun/Opptrix

Skill Claude CodeCodex

A team workflow for reading company earnings reports and producing a finished Chinese-language article. It assigns research, financial, competition, risk, editing, and reader-review roles, then combines their work.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for researching one company or stock in depth. It gathers market data, company information, financial results, money flows, charts, and relevant news before separating facts, assumptions, and risks in a report.

Travisun/Opptrix

Skill Claude CodeCodex

An ESG scan collects sourced environmental, social, and governance topics and controversy events about an investment. ESG means how a company affects the environment and society and how it is governed.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for studying whether an exchange-traded fund, or ETF, shows intraday momentum by detecting breaks outside a calculated noise area. An ETF is a traded fund that holds a basket of investments; intraday means within the same trading day.

Travisun/Opptrix

Skill Claude CodeCodex

A research workflow for exchange-traded funds (ETFs), which are investment funds traded on a stock exchange and holding a basket of assets.

Travisun/Opptrix

Skill Claude CodeCodex

An analysis workflow for estimating trading costs such as commissions, taxes, assumed slippage, and market impact. Slippage is the difference between an expected trading price and the price actually obtained; it does not provide full professional-level transaction-cost analysis.

Travisun/Opptrix

Skill Claude CodeCodex

An institutional-view summary compares public ratings and research points from investment firms. It distinguishes reported opinions from a true market consensus, which requires enough supporting data.

Travisun/Opptrix

Skill Claude CodeCodex

A portfolio factor-exposure review describes how a portfolio is distributed across industries, individual holdings, styles, and concentration. It is a structural review, not the official Barra risk model.

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for testing whether an investment factor has shown useful historical results. A factor is a rule used to rank or select investments, and a backtest applies that rule to past market data.

Travisun/Opptrix

Skill Claude CodeCodex

A factor-timing method applies a rolling-average and threshold rule to existing factor-return data. A factor is switched on when its recent average return is above the chosen threshold.