tusharagg1

tusharagg1/aifolimizer

Plugin Claude Code

MCP-native portfolio brain for Claude - market-data, risk, earnings, macro, dividend, tax, technical, and quant analysis tools plus 28 skills.

tusharagg1/aifolimizer

Plugin Claude Code

MCP-native portfolio brain for Claude. 107 analysis tools across 15 data adapters + 28 skills covering risk, earnings, macro, dividends, tax, technicals, and quant anomalies. Market-data tools work immediately; Wealthsimple portfolio awareness is opt-in.

tusharagg1/aifolimizer

Agent Claude Code

Deep financial analysis subagent. Use for multi-step reasoning - DCF/intrinsic value, risk assessment, earnings analysis, adversarial bull/bear research. Operates on PII-filtered portfolio data and returns structured findings + recommendations. Never emits PII.

tusharagg1/aifolimizer

Agent Claude Code

Read-only market-data and news fetch subagent. Use to gather prices, fundamentals, news, sentiment, and macro indicators for PII-free ticker symbols. Returns structured data ready to inject into analysis prompts. Does not reason or write files.

tusharagg1/aifolimizer

Skill Claude CodeCodex

Run a parallel bull/bear adversarial research pipeline on a specific ticker. Use when the user asks for "adversarial research", "bull bear analysis", "deep research on [ticker]", a bull-bear debate on X, or wants a rigorous debate-style investment thesis. (Bare "should I buy X?" belongs to pre-trade-check.) Then…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Monthly rebalance + DCA prompt for the long-term core ETF sleeve only (broad-market index ETFs) - NOT single-stock adds (use cash-deployment) and NOT max-Sharpe reweighting (use optimize-allocation). Use when the user asks "should I rebalance?", "where should I deploy my paycheck?", "DCA recommendation", "is my…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Plan how to deploy uninvested cash across existing portfolio holdings. Use when the user asks "where do I put my cash?", "I have $X to invest", "deploy my cash", "what should I buy with my settled funds?", or "add to my best names". Routes capital to existing tickers ranked by setup quality and avoids concentration…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Run a one-shot morning portfolio digest that ties together health, alerts, macro regime, crowding risk, concentration, and earnings calendar into a single decision-ready brief. Use when the user asks for "morning briefing", "daily digest", "what's happening today?", "what changed overnight?", or "give me the morning…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Harvard Endowment-style dividend income analysis - yield, payout-ratio safety, DRIP projection, and tax-account placement for income holdings. Use when the user asks about dividends, passive income, DRIP, yield, payout ratio, dividend safety, or "what should I hold for income?".

tusharagg1/aifolimizer

Skill Claude CodeCodex

Run a JPMorgan-style pre-earnings analysis on a specific ticker. Use when the user asks about an upcoming earnings report, "should I hold through earnings?", "what's the expected move?", or names a stock and earnings in the same query. Fetches portfolio via aifolimizer MCP.

tusharagg1/aifolimizer

Skill Claude CodeCodex

Run a post-earnings report breakdown on a specific ticker - beat/miss vs consensus, last 4 quarters trend, management guidance shift, and "does the result change my thesis?". Use when the user pastes an earnings report, asks "did X beat?", "what did Y report?", "how did earnings go?", or names a stock with words like…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Analyze employer / equity-plan stock (shares held via an employer equity plan, RSUs, ESPP) as a SEPARATE concentration and wealth problem from the rest of the portfolio. Use when the user mentions employer stock, RSUs, ESPP, vesting, an equity-plan platform, "my company shares", or asks "should I keep / sell / trim my…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Self-diagnostic for the aifolimizer harness wiring. Use when something is silently broken or before relying on the system - "is everything working?", "health check", "why is the MCP not responding?", "check my setup", "diagnose aifolimizer". Audits MCP server, services, WS token freshness, hooks. Catches stale-token /…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Run a McKinsey-style macro economic impact briefing on the user's portfolio. Use when the user asks about rate impact, inflation, CAD/USD, recession risk, Fed/BoC policy, or how macro affects their holdings.

tusharagg1/aifolimizer

Skill Claude CodeCodex

Scan portfolio holdings for 12-month price momentum and 52-week high proximity. Use when user asks "which stocks have momentum?", "rank my holdings by performance", "momentum scan", "12-month winners and losers", "52-week high analysis", "which momentum laggards should I trim?", or "show momentum signals".

tusharagg1/aifolimizer

Skill Claude CodeCodex

Mean-variance (max-Sharpe) portfolio optimization over individual holdings. Use when the user asks "what are the optimal weights?", "how should I reweight?", "rebalance for best risk-adjusted return", "efficient frontier", "which positions to add/trim". For the active trading/holdings bucket - NOT the boring-core DCA…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Track Post-Earnings Announcement Drift (PEAD) across ALL portfolio holdings - which held names beat/missed last quarter and are still drifting in the surprise direction. Use for "post-earnings-surprise drift", "is PEAD still active for X?", "which holdings are still drifting after earnings?", "earnings beats still…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Profile and optimize backend hotpaths (FastAPI handlers, MCP tools, services, caching layers) for latency, memory, and throughput. Use when the user asks "why is X slow?", "optimize Y", "this endpoint is slow", "reduce memory", "speed up the MCP server", or names a specific tool/route and complains about performance.…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Run a BlackRock-style portfolio health analysis. Use when the user asks about portfolio health, allocation review, rebalancing, or asks "how is my portfolio doing?". Produces a point-in-time health snapshot (scores + flags), NOT a per-name decision table (use portfolio-review for that).

tusharagg1/aifolimizer

Skill Claude CodeCodex

Whole-portfolio periodic review that produces ONE unified holdings decision table (Buy/Hold/Trim/Sell/Avoid per name) plus watchlist ranking, a keep-what-works list, and a tax/date-aware execution sequence. Use for "full portfolio review", "go through all my holdings", "what should I do across everything", "monthly…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Review a holding (or sweep top holdings) and return a HOLD / TRIM / SELL verdict with entry/stop/target. Routes each name to the right analysis - earnings-analyzer if earnings are imminent, earnings-postmortem if it just reported, the adversarial bull/bear pipeline for high-conviction names, lighter stock-analysis…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Forced discipline gate before any discretionary buy or sell. Use BEFORE placing any trade - intraday, swing, or position. Triggers on "should I buy X?", "thinking about X", "going to enter X", "is now a good time for X?", "I want to buy X", "saw X on twitter", "X is ripping". Refuses approval when FOMO, sizing, or…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Capture or update the user's personal-finance context (age, province, salary, monthly expenses, contribution room RRSP/TFSA/FHSA, FTHB horizon, ESPP details, IOUs, debts, insurance, external crypto). Use when the user says "set up my profile", "personalize advice", "tell aifolimizer about me", "update my context", "I…

tusharagg1/aifolimizer

Skill Claude CodeCodex

Bridgewater-style portfolio risk assessment - correlation and factor concentration, VaR / recession stress test, tail-risk scenarios, and hedges. Use when the user asks about risk, drawdown, concentration, correlation, stress test, factor exposure, or hedging.