Skill Claude CodeCodex
Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having Anthropic's look-and-feel. Use it when brand colors or style guidelines, visual formatting, or company design standards apply.
Skill Claude CodeCodex
Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.
Skill Claude CodeCodex
Compute the equity-vs-T-bill allocation for the Value bucket (50% of portfolio). Implements the Expected-Return Framework — looks up the historical 10-year forward return from the S&P 500 Shiller CAPE, computes the regime-adjusted hurdle (rf + regime premium), and produces a 5-tier verdict (STRONG EQUITY / LEAN EQUITY…
Skill Claude CodeCodex
Update the annual investor letter at /clarion/letters/{YEAR}-letter.md with a new quarterly section, or finalize it at year-end. Auto-fills the system-deterministic parts (regime snapshot, thesis health table, portfolio bucket positions from active theses); marks the narrative-heavy parts (What We Did, What We…
Skill Claude CodeCodex
Fetch live portfolio positions, balances, and daily transactions from TastyTrade. Outputs a structured JSON snapshot and a human-readable summary to /clarion/portfolio/. Use when the user asks for portfolio status, net liquidation value (NLV), position P/L, daily fills, or needs current holdings for the investor…
Skill Claude CodeCodex
Reads the SPY/TLT/RSP color regime and the equity hurdle rate. Use when the user asks about the market regime, risk-on / risk-off, market color, SPY/TLT regime, breadth, or what hurdle rate to use for new positions. Pulls daily bars via yfinance (cached locally). Optionally accepts a 1Y T-bill yield to compute the…
Skill Claude CodeCodex
Pull, index, and search SEC EDGAR filings for any public company. Supports 10-K and 10-Q (annual/quarterly with curated section extraction for risk factors, MD&A, business, and financials), Form 3/4/5 (insider transactions), 8-K (material events), DEF 14A (proxy/governance), S-1 (IPO/registration), 20-F (foreign…
Skill Claude CodeCodex
Bootstraps the Clarion Intelligence System on Zo Computer. Run this once after installing — clones the source repo, installs the aibuffettzo Python library, creates the workspace data tree under /home/workspace/clarion/ (auto-detected on Zo), auto-installs all ten sibling clarion- skills (regime-check, sec-research…
Skill Claude CodeCodex
Evaluate a single stock using the Buffett lens. Pulls a quality snapshot from yfinance, current SPY/TLT regime context, and snippets from the indexed SEC filings across four dimensions (moat, management, financial trends, risks). The chat agent reasons over the structured output to produce a written evaluation. Use…
Skill Claude CodeCodex
Monitor the health of every active thesis in /clarion/theses/. For each one — refresh price, recompute Risk Environment from the current regime, check kill conditions (read from the file's status column), aggregate to an Overall score, recommend an action (EXIT / REDUCE / HOLD / ADD), and write the updated scores +…
Skill Claude CodeCodex
Scaffold a new thesis document for a ticker in the canonical Clarion thesis format. Pre-fills the YAML metadata block, opens the History with an OPENED entry, and (when filings are indexed) seeds the "Why I Believe It" evidence section with draft citations from the Buffett-lens search. The user fills in the actual…
Skill Claude CodeCodex
Run a value-quality screen and write a watchlist file. The script accepts either a list of tickers (fundamentals fetched from yfinance) or a JSON input file the chat agent prepared from a screener site (multpl.com, finviz, Yardeni, etc.). Computes the 8-factor composite score (P/E, P/FCF, ROE, ROIC, Operating Margin…