29 件 ・ 関連度順
概要と使いどころ
Designs rebalancing triggers with calendar-based, threshold-based, and hybrid approaches with tax and cost optimization. Use when designing rebalancing rules, optimizing rebalancing frequency, or modeling turnover 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。
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 rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on "A股组合再平衡", "调仓", "rebalance China", "portfolio rebalance A-share", "rebalance portfolio", or "adjust allocation [client]".
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。
Investment portfolio analyzer. Audits current allocation vs target, asset class diversification (stocks, bonds, real estate, alternatives), expense ratios, tax efficiency, rebalancing needs, factor tilts (value, momentum, quality), three-fund portfolio fit, target-date fund analysis, and Boglehead-style optimization. Produces FINANCE-PORTFOLIO.md with a portfolio score, specific rebalancing trades, and fund swap recommendations.
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。
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。
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。
Portfolio Analyzer — sector allocation analysis vs SPY benchmark, geographic exposure, correlation matrix, concentration risk (HHI), beta-weighted portfolio delta, dividend/income analysis, and prioritized rebalancing recommendations. Triggered by "trade portfolio" or "analyze my 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。
XやLinkedInのつながりを現在の仕事や関心に合わせて見直します。整理・維持・追加の候補を理由付きで示し、本人の文体に合う連絡文の下書きまでまとめます。
Optimize portfolio allocation using npx neural-trader mean-variance engine with risk constraints and rebalancing plan
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。
Advanced options strategies: volatility-surface modeling (SABR / Local Vol), dynamic Greeks rebalancing, calendar spreads, volatility arbitrage and skew trading, and option market-making basics.
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。
Asset allocation theory and optimizer usage — MPT / Black-Litterman / risk budgeting / all-weather strategy, including guides for 5 optimizers and rebalancing rules.
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 reviewing or rebalancing direct vs. partner-led channel economics — computing fully-loaded cost-to-serve per channel, channel ROI with cash / LTV / marginal lenses, and optimal channel mix subject to constraints. For Head of Commercial, RevOps, and VP Sales doing quarterly channel review when pipeline is mixed (e.g., 60% direct + 40% partner-led) and nobody actually knows which channel makes money after CAC, support load, partner discount, deal-velocity differences, retention differential, and overhead allocation are all loaded in. Outputs cost to serve, channel ROI verdicts (DOUBLE-DOWN / MAINTAIN / DEFUND / EXIT), a sensitivity-tested channel-mix recommendation, and the diminishing-returns inflection (e.g., 'which channel actually makes money — direct or partner?').
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。
Adapt an existing palette to dark mode — surface elevation, contrast rebalancing, and desaturation rules. Use when you already have a light palette to translate. For building the base palette first, use `color-system`.
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。
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, 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。
Investment screener with pre-built strategies (Dividend Growth, 3-Fund Index, Bond Allocation, REITs, International Diversification, ESG) and custom criteria support. Returns curated ticker lists, allocation models, expected returns, expense ratios, and a recommended portfolio with rebalancing notes. Output saved as FINANCE-SCREEN.md.
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。
Processes real-time event streams using KafkaJS consumer groups and transforms messages with configurable schemas. Handles partition rebalancing, offset commits, and dead-letter queue routing for failed transformations.
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。
Detects seven structural anti-patterns in Claude Projects that cause unpredictable output, ignored instructions, and degraded quality. Diagnoses Monolith, Orphan File, Echo Chamber, Phantom Conversation, Kitchen Sink, Misaligned Hierarchy, and Blurred Layers. Use when user says "what's wrong with my project," "Claude ignores my instructions," "diagnose my project," "why is output inconsistent," "review my project setup." Also trigger on symptom-phrased: "Claude doesn't follow my rules," "my instructions keep getting overridden," "my Project isn't behaving as designed." Use alongside rootnode-project-audit if available for deeper structural analysis. Activate whenever the user describes symptoms of unreliable, inconsistent, or degraded Claude Project output, even if they do not name a specific pattern. Do NOT use when the user's primary request is Memory-layer rebalancing (use rootnode-memory-optimization if available) or scoring a single prompt (use rootnode-prompt-validation if available).
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 intentional non-action — deliberate stopping without clearing, assessment, or rebalancing. Recognition that sometimes the most productive response is no response. Every other self-care skill produces output; rest produces silence. Use when all tending skills feel like more activity rather than less, when the system is functioning well but at high utilization, after sustained intensive work, or when the impulse to optimize is itself the problem.
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 self-healing through systematic subsystem assessment, rebalancing, and integration. Maps healing modalities to AI-internal processes: memory foundation, reasoning clarity, tool use accuracy, communication alignment, and creative coherence. Covers assessment triage, subsystem scanning, drift correction, and memory integration. Use mid-session when responses feel formulaic or disconnected, after a chain of errors suggesting subsystem drift, when context overload may have staled earlier assumptions, or as proactive maintenance between complex 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。
Conduct temperament-based health assessment from Hildegard von Bingen's Causae et Curae. Evaluates the four temperaments (sanguine, choleric, melancholic, phlegmatic), elemental correspondences (air, fire, earth, water), and provides dietary and lifestyle recommendations for rebalancing. Use when understanding constitutional type in Hildegardian terms, experiencing imbalance (fatigue, digestive issues, mental fog) needing holistic guidance, seeking dietary recommendations by temperament, or researching medieval humoral medicine.
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 investment portfolio management software for mean-variance optimization, Black-Litterman model, risk parity allocation, VaR/CVaR risk metrics, Brinson performance attribution, tax-loss harvesting rebalancing logic, Sharpe ratio calculations, efficient frontier accuracy.
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。
Policy-aware Safe portfolio rebalancing assistant for 31Third ExecutorModule.
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。