About llmquant-portfolio
A workflow-routing skill for persistent research workspaces and portfolio management. It directs company profiles, investment theses, theme baskets, watchlists, and alerts to dedicated workflows, with structured output available when workspace storage is unavailable.
Key features
- 01Routes five portfolio workflow types
- 02Uses LLMQuant Data when available
- 03Tracks update and evidence dates
- 04Flags stale evidence and missing objects
- 05Provides structured output fallback
Use cases
- 01Create or refresh a company research profile
- 02Monitor a thesis against sell conditions
- 03Track themes, watchlists, or market alerts
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/llmquant-portfolioin Claude Code to confirm it loaded.
Bundled files
References and scripts installed along with SKILL.md.
assets/.gitkeepscripts/.gitkeepworkflows/alert-manager.mdcompany-profile.mdinvestment-thesis-tracker.mdtheme-research.mdwatchlist-monitor.mdDetails
From the project READMELLMQuant Portfolio
This category routes persistent research workspace and portfolio-management workflows.
Routing Rules
- Identify the portfolio object: company profile, thesis, theme, watchlist, or alert.
- Select the closest workflow below.
- Open only the selected workflow.
- Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context.
- Report last updated dates, evidence dates, stale notices, and missing workspace objects.
Workflow Index
| User intent | Workflow |
|---|---|
| Build or refresh a persistent company research profile. | workflows/company-profile.md |
| Turn buy logic into a monitored thesis with sell conditions. | workflows/investment-thesis-tracker.md |
| Track thematic equity baskets and related events. | workflows/theme-research.md |
| Monitor watchlists for price, IV, event, and activity changes. | workflows/watchlist-monitor.md |
| Create and manage measurable market alerts. | workflows/alert-manager.md |
LLMQuant Data Contract
Prefer LLMQuant Data when available. The workflows may need these data capabilities:
- Retrieve, create, or update research profiles, thesis trackers, theme baskets, watchlists, alerts, and portfolio context.
- Retrieve prices, filings, ownership, events, macro context, option context, and latest evidence for tracked names.
- Capture trigger conditions, sell rules, stale evidence, thesis drift, and unresolved data gaps.
Fallback:
- If workspace storage is unavailable, produce the profile, thesis, watchlist, or alert specification as structured output ready for later ingestion.
Comments
Markdown supported