← ClaudeAtlas

alphadesklisted

Personal investment portfolio analyzer — turns one screenshot, CSV, or broker MCP feed into a 9-section institutional-grade daily report: regime, holdings, deep research, smart money, risk dashboard, P0/P1/P2 actions, devil's-advocate calendar. Three modes (Quick / Standard / Deep) auto-selected by user phrasing. Pre-write payload gate blocks emotional or schema-violating reports. P0 decisions have 24-hour forced-execution rule. Disk-based session breadcrumbs survive context compaction. Single-account by default; multi-account reconciliation is opt-in advanced. Use for: daily report, holdings analysis from screenshot, position deep-dive, sell-half decision, P0/P1/P2 prioritization, devil's-advocate review, monthly review. Triggers: "持仓日报" / "portfolio report" / "daily report" / "今日日报" / "深度日报" / "重仓深度" / "持仓分析" / "卖一半评估" / "P0 决策" / "风控仪表盘" / "Smart Money" / "月度复盘" / "Devil's Advocate" / "反向推演".
tom7523326/alphadesk-skill · ★ 1 · Data & Documents · score 62
Install: claude install-skill tom7523326/alphadesk-skill
# AlphaDesk — Investment Portfolio Daily Analyzer > Hand it a screenshot, CSV, or broker MCP feed. It hands back a 9-section > daily report with concrete P0/P1/P2 actions, risk dashboard, and a > devil's-advocate review — in under 6 minutes for the standard mode. ## Who this is for You have a brokerage account (FUTU / Moomoo / IBKR / Robinhood / 雪球 / 老虎 / 富途 / etc.). You want **a professional second opinion every day** without hiring an analyst — concrete reasoning about what to hold, trim, hedge, or ignore, with explicit risk numbers and an explicit devil's-advocate take. This skill gives Claude the structure to do that consistently — same 9 sections every report, same red-line guardrails, same anti-bloat protections so the framework itself doesn't become a governance pet project. ## What you get ``` ▍0 算法准确率回顾 (Did yesterday's call work?) ▍1 Executive Summary (3-sentence top-of-mind) ▍2 Regime + 宏观仪表盘 (HSI / SPY / sector temperature) ▍3 持仓快照 (positions table) ▍4 重仓股深度研究 (1-3 stocks deep, depending on mode) ▍5 推荐标的研究 (only if action triggered) ▍6 Smart Money + 资金流 (institutional vs retail flow) ▍7 风控仪表盘 (concentration / leverage / risk level) ▍8 P0 / P1 / P2 执行策略 (with exact qty + reason + 24h enforcement) ▍9 事件日历 + 反向推演 (calendar + Devil's Advocate) ``` ## Three modes — picked by your phrasing |