Llmquant Portfolio Agent Skill

Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.

3k tokens

context cost

the whole folder, loaded on every use

files

ships runnable scripts

copies elsewhere

how many repositories repackaged it

183

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/LLMQuant/skills --skill llmquant-portfolio

The instruction itself

4 sections, as written by the author

LLMQuant Portfolio

This category routes persistent research workspace and portfolio-management workflows.

Routing Rules

Identify the portfolio object: company profile, thesis, theme, watchlist, or alert.
Select the closest workflow below.
Open only the selected workflow.
Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context.
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 |

| Turn buy logic into a monitored thesis with sell conditions. | workflows/investment-thesis-tracker.md |

| Track thematic equity baskets and related events. | workflows/theme-research.md |

| Monitor watchlists for price, IV, event, and activity changes. | workflows/watchlist-monitor.md |

| Create and manage measurable market alerts. | 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.

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How to use it

Copy the folder

Take llmquant/llmquant-portfolio from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.