llmquant-portfolio — Claude Code skill: portfolio workflows
A router skill that sorts portfolio requests into the right workflow: company profiles, theses, themes, watchlists and alerts. One request, one workflow.
npx skills add LLMQuant/skills --skill llmquant-portfolio -a claude-codeWhat llmquant-portfolio does
The skill acts as a dispatcher. It first identifies the portfolio object: a company profile, an investment thesis, a theme basket, a watchlist or an alert. Then it opens exactly one matching workflow from its index and keeps the work inside that file.
Five workflows ship with it. workflows/company-profile.md builds and refreshes a persistent company research profile. workflows/investment-thesis-tracker.md turns buy logic into a monitored thesis with sell conditions. workflows/theme-research.md tracks thematic equity baskets and related events. workflows/watchlist-monitor.md watches price, implied volatility, event and activity changes. workflows/alert-manager.md creates and manages measurable market alerts.
Research data comes from LLMQuant Data: profiles, prices, filings, ownership, events, macro and option context. Reports carry last-updated dates, evidence dates and stale notices. When workspace storage is unavailable, the skill still returns the profile, thesis, watchlist or alert specification as structured output ready for later ingestion. So without LLMQuant Data connected, some of the work stays on paper.
What it helps with
- build a persistent company research profile and refresh it
- turn buy logic into a thesis with sell conditions
- track thematic equity baskets and related events
- monitor a watchlist for price, IV and activity changes
- set up measurable market alerts and manage them
Example prompts for the agent
- build a company profile from the latest filings and prices
- turn my buy case for this name into a monitored thesis with sell conditions
- check my watchlist for price, IV and event changes
How to install llmquant-portfolio
1Skills CLI (Vercel)
npx skills add LLMQuant/skills --skill llmquant-portfolio -a claude-code2Manually: put the files in place
~/.claude/skills/llmquant-portfolio/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/llmquant-portfolio/
1Skills CLI (Vercel)
npx skills add LLMQuant/skills --skill llmquant-portfolio -a codex2Manually: put the files in place
.agents/skills/llmquant-portfolio/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add LLMQuant/skills --skill llmquant-portfolio -a cursor2Manually: put the files in place
.cursor/skills/llmquant-portfolio/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install LLMQuant/skills llmquant-portfolio2Manually: put the files in place
.github/skills/llmquant-portfolio/SKILL.md1Skills CLI (Vercel)
npx skills add LLMQuant/skills --skill llmquant-portfolio -a gemini-cli2Platform CLI
gemini skills install https://github.com/LLMQuant/skills --path skills/llmquant-portfolioManually: put the files in place
.devin/skills/llmquant-portfolio/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add LLMQuant/skills --skill llmquant-portfolio -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about llmquant-portfolio
How do I install llmquant-portfolio in Claude?
Run npx skills add LLMQuant/skills --skill llmquant-portfolio -a claude-code. The skill lands at ~/.claude/skills/llmquant-portfolio/SKILL.md.
What does llmquant-portfolio do?
It routes portfolio requests to one of five workflows: company profile, investment thesis tracker, theme research, watchlist monitor or alert manager.
Where does the skill get its data?
From LLMQuant Data: profiles, prices, filings, ownership, events, macro and option context. If workspace storage is unavailable, it returns a structured specification for later ingestion.
Source text
SKILL.md · MIT
--- name: llmquant-portfolio description: Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management. input_data_source: LLMQuant Data category: portfolio --- # LLMQuant Portfolio This category routes persistent research workspace and portfolio-management workflows. ## Routing Rules 1. Identify the portfolio object: company profile, thesis, theme, watchlist, or alert. 2. Select the closest workflow below. 3. Open only the selected workflow. 4. Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context. 5. 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`](workflows/company-profile.md) | | Turn buy logic into a monitored thesis with sell conditions. | [`workflows/investment-thesis-tracker.md`](workflows/investment-thesis-tracker.md) | | Track thematic equity baskets and related events. | [`workflows/theme-research.md`](workflows/theme-research.md) | | Monitor watchlists for price, IV, event, and activity changes. | [`workflows/watchlist-monitor.md`](workflows/watchlist-monitor.md) | | Create and manage measurable market alerts. | [`workflows/alert-manager.md`](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.
© LLMQuant · MIT · LLMQuant/skills
