Act as a project-management copilot (PM/PMO) for the delivery loop: charters, plans and schedules, estimates, risk registers, status reports, scope changes, stakeholder communication, meeting actions, lessons learned, and portfolio roll-ups, in a per-project `_project/` workspace. Use whenever the user wants to start, plan, track, rescue, or report on a project: "kick off this project", "make a project plan / timeline / WBS", "what date can I commit to", "build a risk register", "run a pre-mortem", "write the weekly status report", "the deadline slipped, what now", "turn this meeting into action items", "review my project portfolio", in any language ("quản lý dự án", "gestion de projet", "プロジェクト管理", "项目管理"), even when they never say "project management". Also use whenever a `_project/` directory exists and the user asks about schedule, deadline, risk, status, scope, budget, or stakeholders. Not for what to build (product-manager) or company-level bets (strategy-board).
「portfolio」の検索結果
511 件 ・ 関連度順
概要と使いどころ
Decomposes portfolio risk with factor attribution, idiosyncratic risk, and marginal contribution to risk analysis. Use when decomposing portfolio risk, attributing risk sources, or analyzing factor risk contribution.
日本語の概要は準備中です。原文の説明を表示しています。
Monitors credit portfolio health with rating migration tracking, watchlist management, and early warning indicator analysis. Use when conducting portfolio surveillance, managing credit watchlists, or tracking credit migration.
日本語の概要は準備中です。原文の説明を表示しています。
Structures portfolio company monitoring with monthly financial packages, KPI dashboards, and management assessment frameworks. Use when monitoring portfolio companies, building reporting templates, or tracking financial performance.
日本語の概要は準備中です。原文の説明を表示しています。
Structures portfolio company engagement with board preparation, hiring support, business development, and follow-on strategy. Use when supporting portfolio companies, preparing board meetings, or coordinating investor resources.
日本語の概要は準備中です。原文の説明を表示しています。
Runs Monte Carlo simulations for portfolio analysis with return distribution, tail risk, and path-dependent scenario evaluation. Use when running portfolio simulations, estimating tail risk, or analyzing return distributions.
日本語の概要は準備中です。原文の説明を表示しています。
Structures portfolio review with strategic fit assessment, divestiture candidate identification, and proceeds redeployment analysis. Use when reviewing corporate portfolios, identifying divestiture candidates, or planning asset dispositions.
日本語の概要は準備中です。原文の説明を表示しています。
Busabase-backed App-in-Skill dashboard for a revenue-based-financing (RBF) fund or private-credit book of many small SME contracts. Use when the user invokes $kelly-portfolio-health or /kelly-portfolio-health, wants to check portfolio health, AUM, repayment progress, concentration risk, or a watchlist of contracts with declining revenue. Human actions (flag a contract for review, clear a flag, leave a note) write directly onto the contract's own Busabase record — this skill never moves money or changes contract terms. Generic and brand-free — not tied to any specific company or fund.
日本語の概要は準備中です。原文の説明を表示しています。
予測市場や取引エージェントの処理を、規約・データ品質・秘密情報・プライバシー・取引実行の観点で点検し、問題点と必要な対策を整理するスキル。
- 取引サービスの認証を加える前の確認
- 資産情報とAPIキーの扱いの点検
- 市場データの品質と出典表示の確認
Transform resume bullets into detailed portfolio case studies with context, action, and outcome. Use when the user mentions portfolio, case study, project write-up, or expanding a resume bullet into a longer narrative.
日本語の概要は準備中です。原文の説明を表示しています。
Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.
日本語の概要は準備中です。原文の説明を表示しています。
Generates a designed portfolio-resume image from resume content provided in conversation text. Extracts optional style instructions, converts the resume into a fixed portfolio-resume layout prompt, and generates the final image through sn-image-base. Use when user asks to create "resume image", "portfolio resume", "简历图", "简历海报", or "个人简历视觉设计".
日本語の概要は準備中です。原文の説明を表示しています。
Use when a user asks to build, optimize, backtest, rebalance, or analyze a stock portfolio with Mean-CVaR, Mean-Variance/SOCP variance caps, efficient frontiers, scenario generation, or NVIDIA cuOpt.
日本語の概要は準備中です。原文の説明を表示しています。
[omh] OMH skill portfolio health overview: prepare a metadata-only OMH skill portfolio dashboard with stale surfaces, observed failure signals, pending amendments, and top actions. Use when the user says: skill-health, skill health, skill portfolio health, skill dashboard, skill health dashboard, skill failure pattern dashboard, skill failure patterns, pending skill amendments.
日本語の概要は準備中です。原文の説明を表示しています。
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
日本語の概要は準備中です。原文の説明を表示しています。
Use when the user asks to "pick which social channels to run", "should we be on X platform or 小红书", or "plan our organic social channel portfolio"; produces an audience/objective-first portfolio with capability/access matrix, cadence-budget reality check, declared ECHO operating profile, boundary routing, and proposed-state registry events. Not for recording canonical channel facts — use channel-registry. 社媒渠道选择/渠道组合规划/平台能力矩阵/自然社媒
日本語の概要は準備中です。原文の説明を表示しています。
This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".
日本語の概要は準備中です。原文の説明を表示しています。
Audit EVERY Google Search Console property at once — rank all sites by clicks and impressions with period-over-period deltas, then diff keywords per site to surface what is newly ranking, rising, dropping, lost, or ranking well without earning clicks. Built for agencies and multi-site owners. Use when asked to compare all sites, rank properties by traffic, find new keywords across a portfolio, or spot which site is down. Trigger phrases: "audit GSC", "all my sites", "rank my properties", "portfolio search performance", "which sites are down", "what new keywords are we ranking for", "client site performance", "GSC report across accounts". For ONE site's queries, pages, or index coverage, use the search-console skill instead.
日本語の概要は準備中です。原文の説明を表示しています。
Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.
日本語の概要は準備中です。原文の説明を表示しています。
Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.
日本語の概要は準備中です。原文の説明を表示しています。
Multi-project portfolio analytics dashboard. Aggregate KPIs across projects, track portfolio health, compare performance, and support executive decision-making.
日本語の概要は準備中です。原文の説明を表示しています。
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
日本語の概要は準備中です。原文の説明を表示しています。
portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility hedging
日本語の概要は準備中です。原文の説明を表示しています。
个人投资理财 (个人投资理财 (Personal Investing & Financial Planning) (从业者/自主投资者视角) — 个人与家庭自主管理投资组合、做长期财务规划的认知操作系统。覆盖: (a) 四大流派互掐 (本行业最有价值的智识谱系) — 价值投资 (Graham 安全边际 / Buffett·Munger 护城河+能力圈)、被动指数 (Bogle 成本至上+市场组合+定投)、技术分析 (趋势线/形态/动量择时)、趋势/动量跟踪 (CTA/双动量/turtle); (b) 资产配置与组合构建 — 股/债/现金/另类的配置框架 (60/40、全天候 All-Weather、三基金组合 three-fund、再平衡)、风险预算、定投 (DCA) vs 一次性; (c) 工具栈 — 券商/交易平台、组合追踪 (Portfolio Visualizer/Morningstar/雪球)、ETF/基金筛选与费率、回测、税优账户 (401k/IRA/Roth vs 中国养老 Y 账户); (d) 行为金融与风险管理 — 损失厌恶/过度交易/择时谬误、仓位与回撤管理、再平衡纪律; (e) 财务规划脚手架 — 应急金、目标-时间轴-风险承受度、退休/教育金规划、税务效率。主战场 = 美股/全球指数 (canon 母语区) + A 股/港股/公募基金 (zh-CN 散户层)。核心分歧: 主动选股 vs 被动指数 (是否能持续跑赢市场)、基本面 vs 技术面 (价格是否已反映信息 / EMH 强弱)、择时 vs 持有 (market timing vs time in market)、集中 vs 分散。不含: 持牌为他人理财的展业 (FA/RIA/投顾资质与合规销售)、机构资管/量化高频/对冲基金策略、投行/卖方研究、加密货币投机与 meme 炒作、日内打板/杠杆赌博式交易。) Master OS — automated mastery of 个人投资理财 (Personal Investing & Financial Planning) (从业者/自主投资者视角) — 个人与家庭自主管理投资组合、做长期财务规划的认知操作系统。覆盖: (a) 四大流派互掐 (本行业最有价值的智识谱系) — 价值投资 (Graham 安全边际 / Buffett·Munger 护城河+能力圈)、被动指数 (Bogle 成本至上+市场组合+定投)、技术分析 (趋势线/形态/动量择时)、趋势/动量跟踪 (CTA/双动量/turtle); (b) 资产配置与组合构建 — 股/债/现金/另类的配置框架 (60/40、全天候 All-Weather、三基金组合 three-fund、再平衡)、风险预算、定投 (DCA) vs 一次性; (c) 工具栈 — 券商/交易平台、组合追踪 (Portfolio Visualizer/Morningstar/雪球)、ETF/基金筛选与费率、回测、税优账户 (401k/IRA/Roth vs 中国养老 Y 账户); (d) 行为金融与风险管理 — 损失厌恶/过度交易/择时谬误、仓位与回撤管理、再平衡纪律; (e) 财务规划脚手架 — 应急金、目标-时间轴-风险承受度、退休/教育金规划、税务效率。主战场 = 美股/全球指数 (canon 母语区) + A 股/港股/公募基金 (zh-CN 散户层)。核心分歧: 主动选股 vs 被动指数 (是否能持续跑赢市场)、基本面 vs 技术面 (价格是否已反映信息 / EMH 强弱)、择时 vs 持有 (market timing vs time in market)、集中 vs 分散。不含: 持牌为他人理财的展业 (FA/RIA/投顾资质与合规销售)、机构资管/量化高频/对冲基金策略、投行/卖方研究、加密货币投机与 meme 炒作、日内打板/杠杆赌博式交易。: top builders' mental models, tool stack, current workflows, jargon, and where to keep up. Trigger this skill when the user works on 个人投资理财 (Personal Investing & Financial Planning) (从业者/自主投资者视角) — 个人与家庭自主管理投资组合、做长期财务规划的认知操作系统。覆盖: (a) 四大流派互掐 (本行业最有价值的智识谱系) — 价值投资 (Graham 安全边际 / Buffett·Munger 护城河+能力圈)、被动指数 (Bogle 成本至上+市场组合+定投)、技术分析 (趋势线/形态/动量择时)、趋势/动量跟踪 (CTA/双动量/turtle); (b) 资产配置与组合构建 — 股/债/现金/另类的配置框架 (60/40、全天候 All-Weather、三基金组合 three-fund、再平衡)、风险预算、定投 (DCA) vs 一次性; (c) 工具栈 — 券商/交易平台、组合追踪 (Portfolio Visualizer/Morningstar/雪球)、ETF/基金筛选与费率、回测、税优账户 (401k/IRA/Roth vs 中国养老 Y 账户); (d) 行为金融与风险管理 — 损失厌恶/过度交易/择时谬误、仓位与回撤管理、再平衡纪律; (e) 财务规划脚手架 — 应急金、目标-时间轴-风险承受度、退休/教育金规划、税务效率。主战场 = 美股/全球指数 (canon 母语区) + A 股/港股/公募基金 (zh-CN 散户层)。核心分歧: 主动选股 vs 被动指数 (是否能持续跑赢市场)、基本面 vs 技术面 (价格是否已反映信息 / EMH 强弱)、择时 vs 持有 (market timing vs time in market)、集中 vs 分散。不含: 持牌为他人理财的展业 (FA/RIA/投顾资质与合规销售)、机构资管/量化高频/对冲基金策略、投行/卖方研究、加密货币投机与 meme 炒作、日内打板/杠杆赌博式交易。 problems and wants industry-grade thinking, tool selection, or workflow guidance. 触发词：「个人投资理财」「个人投资」「理财」「personal investing」「资产配置」
日本語の概要は準備中です。原文の説明を表示しています。