Updated 1d ago
by PatrickSUDO
fadacai-portfolio
Claude Code 投資研究與組合管理框架:skills + MCP + 第一性原理紀律 + thesis ledger
143 GitHub stars (143)
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- 10 skills (10 skills found in its SKILL.md files)
- 12 forks (12 forks)
- 1d ago last update (Last updated 1d ago)
Install
Skills CLI
npx skills add PatrickSUDO/fadacai-portfolio
Asks which skills and agents to install. Just one: npx skills add PatrickSUDO/fadacai-portfolio --skill briefing — add -g for every project.
Claude Code
git clone https://github.com/PatrickSUDO/fadacai-portfoliocp -r "fadacai-portfolio/.agents/skills/briefing" ~/.claude/skills/
Copies the briefing skill into ~/.claude/skills/ for every project (use .claude/skills/ for one project). Repeat for the other skills listed below.
Plugin
/plugin marketplace add PatrickSUDO/fadacai-portfolio
Run inside Claude Code if the repository ships a plugin marketplace, then pick plugins from /plugin.
Skills can run code on your machine — read the SKILL.md first.
What it does
In the author's own words, from each skill's SKILL.md.
-
briefing
Daily portfolio briefing with 3 tiers: /briefing (quick ~1min), /briefing full (~3min), /briefing deep (~5min). Replaces daily-briefing.
.agents/skills/briefing/SKILL.md on GitHub (opens in a new tab) -
ev-check
強制 first-principles 機率分布 + EV 計算。用於檢查當前組合在指定時間窗的預期報酬,禁止用 default bell shape 或質性語言。Usage - /ev-check [30d|7d|14d] [optional scenario theme]
.agents/skills/ev-check/SKILL.md on GitHub (opens in a new tab) -
event-vol-scan
財報/重大事件(CPI/FOMC)前的末日 buy call 與雙買 straddle 機會掃描。Usage - /event-vol-scan [days] [TICKER ...](預設窗 14 天,掃持倉 + L1 候補 + SPY/QQQ 宏觀事件)
.agents/skills/event-vol-scan/SKILL.md on GitHub (opens in a new tab) -
mcp-health
Test all MCP server connections and report health status. Usage - /mcp-health
.agents/skills/mcp-health/SKILL.md on GitHub (opens in a new tab) -
options-strategy
Calculate and compare options strategies (sell put, covered call, LEAPS, naked call) for a given ticker. Usage - /options-strategy TICKER STRATEGY
.agents/skills/options-strategy/SKILL.md on GitHub (opens in a new tab) -
portfolio-review
Fetch live brokerage positions and generate a comprehensive portfolio report with sector allocation, P&L analysis, options summary, and risk assessment. Use when user asks for portfolio review.
.agents/skills/portfolio-review/SKILL.md on GitHub (opens in a new tab) -
stock-analysis
Analyze a stock ticker with fundamentals, technicals, analyst ratings, and investment thesis. Usage - /stock-analysis TICKER or /stock-analysis TICKER1 TICKER2 for comparison.
.agents/skills/stock-analysis/SKILL.md on GitHub (opens in a new tab) -
todo
生成下一個交易日的優先行動清單。當用戶問「明天開盤要做什麼」、「今天要操作什麼」、「給我待辦」、「接下來要做什麼」、「有什麼需要處理」等問題時立刻使用此 skill。也適用於盤中(「現在有什麼要做」)和盤後(「今天還有什麼沒做」)場景。不要等用戶說 /todo 才觸發,只要問的是「下一步行動」的問題就應該用。
.agents/skills/todo/SKILL.md on GitHub (opens in a new tab) -
trade-journal
Record trades, track execution vs plan, and review trade history. Usage - /trade-journal [action] where action is log, review, or summary.
.agents/skills/trade-journal/SKILL.md on GitHub (opens in a new tab) -
trade-review
每兩週交易檢討:歸因每筆成交是「系統決策」還是「你自己決策」、算基準校正 α、驗影子訊號、更新規則命中率帳本,輸出「本期該改哪一條規則」。Usage - /trade-review [2w|4w|since YYYY-MM-DD]
.agents/skills/trade-review/SKILL.md on GitHub (opens in a new tab)
No skill matches that filter.
Review before you install
A skill is a set of instructions and scripts your agent will follow, and it can run code on your machine. Read the SKILL.md and any scripts first — this listing is not a security review.