SKILL.md
Load the thesis-tracker skill to create a new thesis or update an existing one with new data points.
If a ticker is provided, use it. Otherwise ask the user which position to review.
d-wwei/openclaw-financial-services · Archived
Create or update an investment thesis — usage: /thesis [company ticker]
npx skills add d-wwei/openclaw-financial-services --skill fsi-er-cmd-thesis
This repository is archived — consider an actively maintained alternative.
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence fi…
3 installsIdentify tax-loss harvesting opportunities across taxable accounts. Finds positions with unreal…
2 installsIdentify tax-loss harvesting opportunities — usage: /tlh [client name or account]
2 installsCreates professional investment banking strip profiles (company profiles) for pitch books, deal…
2 installsRelated neighbors and high-traction skills in the same topics — useful to compare before installing.
Combines search results from multiple sources into coherent, deduplicated answers with source a…
6K installsSynthesize user research into themes, insights, and recommendations. Use when you have intervie…
3.4K installsMaintain and update investment theses for portfolio positions and watchlist names. Track key da…
8 installsFrame an epic as a testable hypothesis with target user, expected outcome, and validation metho…
2K installsGenerate falsifiable trade strategy hypotheses from market data, trade logs, and journal snippe…
1.8K installsOther skills from d-wwei/openclaw-financial-services · top by installs.
npx skills add d-wwei/openclaw-financial-services
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
main
Files included with this skill beyond the listing page.
SKILL.md
342 B
SUMMARY.md
98 B
Load the thesis-tracker skill to create a new thesis or update an existing one with new data points.
If a ticker is provided, use it. Otherwise ask the user which position to review.