Llmquant Portfolio

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.