Skills
Reusable prompt templates you can /mention in chat
Morning Brief
Daily market summary with macro context, watchlist analysis, and trade ideas
Produce a comprehensive morning brief for My Watchlist. Macro context (futures, yields, VIX, commodities, forex, crypto), economic calendar with Fed speakers, deep scan of every watchlist ticker (premarket move, news, technical setup, options activity), sector pulse ranking, and Top 3 Things to Watch Today with specific trade triggers.
Portfolio Health Check
Full risk diagnostic with concentration, correlation, factor exposure, and stress testing
Run a comprehensive risk diagnostic on My Portfolio. Position concentration (HHI), full correlation matrix heatmap, factor exposure analysis (beta, size, value, momentum, quality), stress tests (2008, COVID, 2022, SPY -20%, rates +100bps, USD +10%), liquidity check, diversification gaps, and 5 specific trades to improve risk profile.
Deep Dive
Institutional-grade research report covering fundamentals, technicals, sentiment, and valuation
Produce an institutional-grade deep dive. Company overview (business model, TAM, moat, management), 3-year financial analysis (income statement, cash flow, balance sheet), multi-method valuation (comps, DCF with 3 scenarios, implied growth), technical analysis (chart with MAs, RSI, MACD, support/resistance), sentiment (news, analyst consensus, institutional ownership, short interest, options positioning), catalysts, risk factors, and bull/bear/base case verdict.
Earnings Preview
Pre-earnings research package with estimates, history, options positioning, and trade setup
Build a comprehensive earnings preview. Consensus estimates (EPS, revenue, key segments), 8-quarter beat/miss track record with post-earnings stock moves, key non-EPS metrics Wall Street is watching, guidance expectations, options-implied move vs historical average, competitive context from peers who already reported, technical setup into earnings, bull/bear case with specific numbers, and a trade playbook (pre and post-earnings positioning).
Thesis Stress Test
Systematic portfolio impact analysis against a macro or market thesis
Stress test My Portfolio against my thesis. Break down the thesis (assumptions, probability, first and second-order effects), position-by-position impact table (direction, magnitude, revenue exposure, margin impact, multiple impact), portfolio-level analysis (net exposure, dollar-weighted impact, stress correlations), 3-scenario matrix (mild/base/extreme), historical analogue, hedging playbook (positions to trim, add, options hedges), and 5 monitoring indicators with trigger levels.
Comp Table
Institutional-grade peer comparison across fundamentals, growth, profitability, and valuation
Build a comprehensive peer comparison. Company profiles, fundamental tables covering scale (market cap, EV, revenue, growth), profitability (all margins, ROE, ROIC, SBC), balance sheet health (debt, coverage, liquidity), valuation (all multiples, PEG, FCF yield), and shareholder returns (dividend, buyback, total yield, price returns). Quality scores, relative valuation scatter plot (EV/Rev vs growth), competitive positioning, and verdict: best growth story, best value, best quality, and which one to buy.
Sector Rotation
Multi-timeframe relative strength analysis with momentum scoring and macro interpretation
Run a sector rotation analysis using all 11 GICS sector ETFs plus SPY, QQQ, IWM, TLT, GLD, USO. Performance dashboard (1W through 6M with relative strength vs SPY), momentum ranking charts, rotation quadrant classification (leading/weakening/lagging/improving), macro interpretation (economic cycle signal, rate sensitivity, cyclical vs defensive ratio), breadth analysis, portfolio sector mapping, trade ideas (overweight/underweight/pair trades), and key technical levels.
Weekly Wrap
Comprehensive end-of-week review covering markets, portfolio performance, and the week ahead
End-of-week review. Market scoreboard (indices, sectors, VIX, bonds, commodities, crypto, global), watchlist review from My Watchlist with weekly moves and headlines, portfolio scorecard for My Portfolio with attribution analysis (top contributors, bottom detractors, alpha vs SPY), biggest stories with forward implications, lessons and missed opportunities, next week preview (earnings, economic calendar, Fed watch, geopolitical), and 3-5 specific action items.
Rebalance Planner
Full rebalancing analysis with allocation drift, tax-aware trade plan, and execution strategy
Generate a complete rebalancing plan for My Portfolio. Current allocation snapshot with pie charts, drift analysis table (target vs actual with dollar over/under), position-level assessment (overlap, quality, costs), tax-aware trade plan (unrealized gains/losses, harvesting opportunities, wash sale considerations), specific numbered trade list with tax notes, execution strategy (order types, timing, account placement), and post-rebalance projection.
Dividend Scorecard
Full dividend analysis with yield, safety, growth trajectory, and income projection
Complete dividend analysis on My Portfolio. Holdings overview table (yield, 5Y CAGR, payout ratio, FCF payout, ex-dates, annual income), portfolio income summary (total income, portfolio yield, yield-on-cost, monthly breakdown), safety analysis (payout ratios, FCF coverage, debt levels, growth streaks, 1-5 star ratings), growth analysis (dividend compounders vs high-yield traps, 5-year YOC projections), 12-month income calendar with chart, peer benchmarking vs VYM/SCHD, and optimization recommendations (add for growth, add for income, replace underperformers, tax optimization).
What Just Happened
Real-time portfolio impact analysis with root cause, exposure mapping, and response plan
Rapid impact assessment for My Portfolio. Search for today's market-moving headlines with context, market dashboard (indices, VIX, sectors, bonds, commodities, forex), per-holding impact table (today's move, estimated P&L, direct/indirect/unrelated classification), portfolio summary (total P&L, concentration of damage), forward assessment (is this over? historical analogues, options market signal), thesis check for any holding that moved >3%, response playbook (trim/add/hedge/hold with specific levels), and 24-48 hour monitoring plan.