「portfolio」の検索結果

Account assets, equity and fund positions, P&L, cash flow records, account statements, margin ratios, buy-power estimates, order management, and DCA recurring investments via Longbridge (most require Trade permission). Frameworks: portfolio diagnosis, rebalancing, asset allocation, risk analysis (VaR/CVaR), performance attribution, and tax-loss harvesting. Triggers: "持仓", "账户", "盈亏", "资产", "对账单", "下单", "买入", "卖出", "撤单", "定投", "组合诊断", "再平衡", "资产配置", "风险分析", "绩效归因", "税损收割", "持倉", "賬戶", "盈虧", "對賬單", "下單", "買入", "賣出", "組合診斷", "再平衡", "稅損收割", "positions", "portfolio", "P&L", "order", "buy", "sell", "DCA", "statement", "risk analysis", "rebalancing", "tax harvesting", "我的风险", "持仓风险", "风险敞口", "資產", "資產配置", "風險分析", "績效歸因", "撤單"

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。

Builds mean-variance, Black-Litterman, and risk parity optimization models with constraint management and rebalancing rules. Use when optimizing portfolios, implementing risk parity, or applying Black-Litterman views.

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。

Builds strip and tail-end fund models with remaining portfolio analysis, unfunded obligation treatment, and duration-adjusted pricing. Use when modeling strip deals, evaluating tail-end portfolios, or analyzing remaining value.

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。

Evaluates LP portfolio rebalancing pressure from denominator effects with over-allocation analysis and pace adjustment recommendations. Use when analyzing denominator effects, assessing LP allocation constraints, or modeling portfolio rebalancing.

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 operating partner involvement with portfolio company assignment, initiative tracking, and impact measurement. Use when coordinating operating partners, tracking operational initiatives, or measuring portfolio support impact.

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。

Tracks margin requirements with initial/variation margin, portfolio margin optimization, and collateral eligibility analysis. Use when managing margin, optimizing collateral, or analyzing portfolio margin impact.

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 buy-side DD for secondary transactions with underlying fund analysis, manager assessment, and portfolio-level risk evaluation. Use when conducting secondary DD, evaluating fund managers, or analyzing underlying portfolios.

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。

Evaluates secondary-focused credit facilities with leverage terms, borrowing base mechanics, and portfolio pledging requirements. Use when analyzing secondary lending, structuring portfolio leverage, or evaluating fund finance options.

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。

Constructs multi-factor models with value, momentum, quality, size, and volatility factor definitions and portfolio construction rules. Use when building factor models, designing systematic strategies, or constructing factor portfolios.

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。

Constructs venture return models with entry valuation, follow-on reserve, multiple scenario exits, and portfolio-level fund math. Use when modeling VC returns, calculating fund economics, or projecting portfolio outcomes.

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。

Constructs stat arb strategies with pair selection, signal generation, and portfolio optimization under market neutrality constraints. Use when building stat arb models, designing market-neutral strategies, or optimizing pair portfolios.

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。

Constructs risk parity allocation with equal risk contribution, leverage optimization, and asset class volatility targeting. Use when building risk parity, equalizing risk contribution, or designing leveraged balanced portfolios.

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。

Evaluates netting benefits across derivative portfolios with bilateral vs cleared netting, portfolio compression, and capital savings. Use when analyzing netting efficiency, evaluating compression opportunities, or optimizing counterparty exposure.

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 cinematic case study pages for films, documentaries, photography portfolios, and creative projects — film-frame hero images, structured crew credit grids, dark footage galleries, festival award sections, scroll-choreographed reveals via data-attribute animation orchestration. Warm cream palette with analog typography. Single-file HTML, zero build step. Triggers on film case study, documentary showcase, filmmaker portfolio, production company website, film credits page, creative project case study, director portfolio, photography case study.

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。

Build agency portfolios. TRIGGERS - Use when user needs help with agency-portfolio-builder related tasks.

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。

"Apply BCG Growth-Share Matrix to analyze a product or business unit portfolio for resource allocation decisions. Use this skill when the user needs to prioritize investments across multiple products, decide which products to grow vs harvest vs divest, or evaluate a portfolio's balance — even if they say 'which products should we invest in' or 'portfolio strategy' without naming BCG.".

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 this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

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。

AI-powered career biographer that conducts empathetic interviews, extracts structured career narratives, and transforms professional stories into portfolios, CVs, and personal brand assets. This skill should be used when users want to document their career journey, create professional portfolios, generate CVs, or craft compelling career narratives.

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。

Use when working with Aws Service Catalog — aWS Service Catalog portfolio and product management. Covers portfolio administration, product versioning, provisioned product inspection, launch constraints, tag options, and sharing across accounts. Use when managing self-service IT catalogs, provisioning products, reviewing portfolios, or auditing product usage across an organization.

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。

Build agency portfolios. TRIGGERS - Use when user needs help with agency-portfolio-builder related tasks.

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 single-file Chinese atelier-style portfolio website (horizontal-row list + hover-reveal thumb interaction, art lishu typography "Alimama DaoLiTi" via CDN, light/dark theme, hash-routed detail pages). Takes a natural-language description of the studio (name, director, discipline, works) and outputs ONE working .html file. Runs in BOTH Claude Code (writes to ~/Desktop) and GLM / online chat (outputs HTML inline). Trigger phrases include "做个中式工作室作品集", "做个隶书作品集", "lishu-portfolio-gen ...", "做个白屋风格的作品集", or when user drags this skill folder into chat asking for an atelier-style site.

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。

Manage investment portfolios. Use when adding positions, analyzing allocation, calculating returns, or generating rebalance advice.

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。

AI-powered career biographer that conducts empathetic interviews, extracts structured career narratives, and transforms professional stories into portfolios, CVs, and personal brand assets. This skill should be used when users want to document their career journey, create professional portfolios, generate CVs, or craft compelling career narratives.

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。