本文へ移動
cccskills

「va」の検索結果

2.4万 件 ・ 関連度順

概要と使いどころ

catalyst

無料

Extract and maintain a cross-portfolio catalyst calendar from all thesis notes. Use when user says "catalyst", "calendar", "what's coming up", "upcoming events", or "what could move the portfolio".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Weekly sweep of ALL transcript-bearing spoken events (earnings calls, conference firesides, CMDs, investor days, AGMs, investor updates) for every active thesis, via the Quartr watchlist. Produces a triage digest in Daily Intel/ flagging thesis-touching mentions and recommending deep reads. Use when user says "event sweep", "what did my companies say this week", "conference sweep", or on the weekly schedule. Also `--setup` (build/rebuild the Quartr watchlist from active theses) and `[N]` (window override in days, default 8).

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。

jameswong2011/InvestmentVault32026年9月9日 更新

clean

無料

Delete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when /lint flags stale snapshots.

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。

jameswong2011/InvestmentVault32026年9月9日 更新

status

無料

Change conviction level or status on a single thesis. Use when user says "change conviction", "downgrade", "upgrade", "move to monitoring", "close [TICKER]", or "set [TICKER] to [level]".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Pull an earnings call transcript from Financial Modeling Prep, extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

sync

無料

Synchronize recent research learnings across all affected theses, sector notes, and macro documents. Use after a research session or when user says "sync", "propagate", or "update everything".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Extract a thesis's load-bearing assumptions and scan for internal contradictions — the falsifiable claims the bull case requires, what would falsify each, and where the thesis's own Risks / Bear Case / research already argue against it. Use when user says "assumptions", "what must be true", "load-bearing assumptions", or "does [TICKER] contradict itself".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

rollback

無料

Restore a thesis, sector, or macro note from a snapshot in _Archive/Snapshots/. Use when user says "rollback", "restore", "revert", "undo sync", or "go back to the previous version".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Sweep addressed callouts older than a threshold (default 180 days) into the target note's

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Export/publish the live portfolio tracker as a static, stripped snapshot into the "Portfolio Snapshot" folder — an empty Trades section (first), the holdings table, and the 1-month-return bar chart baked to static SVG (scatter chart opt-in), with a Publish_Snapshot property. Strips all instruction/engine/log elements (refresh dataviewjs, tip callouts, Upcoming Earnings, Column Legend, Notes, Log). Use when the user says "snapshot the portfolio", "publish the portfolio", "export Live Portfolio", or "portfolio snapshot".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Earnings-season triage across ALL active theses (not just Live Portfolio holdings) — every earnings call reported inside the window gets a Quartr event summary, a Conviction-Trigger/Outstanding-Questions cross-reference, and a coverage check against existing Research notes, producing a ranked deep-read queue for /transcript. Use when user says "earnings sweep", "who reported", "triage earnings", "catch up on earnings season", or after any earnings-heavy stretch. Default window 14 days; `/earnings-sweep 90` covers a full season.

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。

jameswong2011/InvestmentVault32026年9月9日 更新

clean

無料

Delete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when $lint flags stale snapshots.

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。

jameswong2011/InvestmentVault32026年9月9日 更新

thesis

無料

Create a new investment thesis note with full analysis. Use when user says "create thesis", "new thesis", or "build a case for TICKER"

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。

jameswong2011/InvestmentVault32026年9月9日 更新

deepen

無料

Targeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the numbers throughout the note", or "fix stale figures across the whole thesis". The batch form `--sync-metrics --all-flagged` syncs every thesis flagged by the latest `$numbers --all-open` in one operation — detection fanned out to capped READ-ONLY agents, one consolidated confirmation gate, direct sequential writes (agents never write).

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。

jameswong2011/InvestmentVault32026年9月9日 更新

compare

無料

Side-by-side competitive comparison of two or more companies. Use when user says "compare", "X vs Y", "which is better", or asks about competitive dynamics between specific companies.

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。

jameswong2011/InvestmentVault32026年9月9日 更新

scenario

無料

Propagate a hypothetical macro scenario through the entire portfolio. Use when user says "what if", "scenario", "what happens to my portfolio if", or describes a macro event to model.

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Adversarial thesis testing — act as a short seller to find the weakest points in a thesis. Use when user says "stress test", "devil's advocate", "challenge this thesis", or "break [TICKER]".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

deepen

無料

Targeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the numbers throughout the note", or "fix stale figures across the whole thesis". The batch form `--sync-metrics --all-flagged` syncs every thesis flagged by the latest `/numbers --all-open` in one operation — detection fanned out to capped READ-ONLY agents, one consolidated confirmation gate, direct sequential writes (agents never write).

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Audit whether a thesis's stated conviction matches its evidence, and whether any Conviction Trigger has silently fired without being actioned. Use when user says "conviction audit", "is my conviction right on [TICKER]", "did a trigger fire", or "should I re-rate [TICKER]".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Pull an earnings call (or investor-event) transcript from Quartr (FMP fallback), extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

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。

jameswong2011/InvestmentVault32026年9月9日 更新

Edit EcoSIM PFT-parameter NetCDF files such as ecosim_pftpar_20260303.nc with the ParEditor class from applications/notebooks/scripts/ParamEditor.py. Use when asked to modify, scale, copy, compare, or delete PFT parameter records for a plant functional type (six-character pfts code such as gr3s43 or ndlf34), update microbe parameter NetCDF values, or maintain the JSONL change log that records past parameter changes. Never modify plant_trait.*.desc files; they are read-only references.

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。

bioepic-data/ecosim-agent32026年10月15日 更新

Use this skill when you need to derive, from web-sourced evidence, typical values for a named plant's annual GPP, LAI, specific LAI or specific leaf area, Rubisco Vcmax at 25oC, Jmax at 25oC, root-to-shoot ratio, rooting depth, leaf protein nitrogen, and leaf chlorophyll nitrogen.

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。

bioepic-data/ecosim-agent32026年10月15日 更新

Extract typical annual GPP, annual evapotranspiration, mid-season LAI, mid-season root biomass, mid-season shoot biomass, median canopy height, maximum primary-root depth, Vcmax at 25oC, and Jmax at 25oC from EcoSIM h0 NetCDF output files. Use when asked to derive these EcoSIM output targets from a selected .ecosim.h0.*.nc file for model-output processing, trait checks, or benchmark summaries.

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。

bioepic-data/ecosim-agent32026年10月15日 更新

Download Copernicus CDS ERA5 single-level point time-series climate forcing for non-US or non-NLDAS EcoSIM sites from longitude/latitude coordinates. Use when a paper-derived site is outside the NLDAS domain, lacks AmeriFlux/FLUXNET curated forcing, or needs global ERA5 variables such as 2m temperature, dewpoint temperature, surface pressure, solar radiation, precipitation, and 10m wind components for EcoSIM preprocessing.

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。

bioepic-data/ecosim-agent32026年10月15日 更新