← ClaudeAtlas

watchlist-monitorlisted

Sweep the watchlist in PORTFOLIO-PLAN.md — which triggers are hit, which are near, and what changed on the names now in range. Use when the user asks about their watchlist, whether anything hit their price, or "anything worth looking at today". Read-only.
getlost01/stock-research-skills · ★ 0 · AI & Automation · score 60
Install: claude install-skill getlost01/stock-research-skills
# Watchlist Monitor Read-only. `reference/READ-ONLY-POLICY.md` (hard rule) and `reference/RESEARCH-STANDARDS.md` (data efficiency, news freshness, completeness checklist, disclosure) apply. Steps name capabilities — resolve each against `reference/BROKER-CAPABILITIES.md`. Built to be run often, so it must stay cheap: one batched price call for the whole list, and depth only on what's actually in range. `market-pulse` covers what the *market* did; this covers what the user said they were waiting for. ## Steps 1. **Read the watchlist.** `PORTFOLIO-PLAN.md` — **Watchlist / themes** (name, why interested, trigger), plus **Exclusions**, **Risk limits** and **Deployable capital** (a hit with no cash behind it is a different conversation), and the **Decision log** so a name the user passed on isn't re-pitched as news. Empty watchlist → say so and offer `portfolio-plan-builder`. Never substitute a generic idea list for names the user actually chose. 2. **Resolve each trigger into something testable**: a **price level**, a **valuation level** (P/E, yield, market cap), an **event** ("after Q2 results", "once the lock-in expires"), or a **theme criterion** ("any index ETF under 0.5% TER"). Anything vaguer is a finding — say it can't be checked and propose a concrete rewrite. 3. **Price the list in one call.** Symbol-search capability once for unresolved identifiers, then a single batched LTP call for every price-level name. The core output is **