- Skills
- 8
- 仓库
- 1
- 职业覆盖
- 2
- 场景覆盖
- 3
- Stars
- ★ 6
Lefteris Fthenos 的 Skills 8
other-skill
A skill with no tools and an investments requirement.
demo-skill
Use for demo work. Second line of the description.
web-research
Look things up on the web when Yahoo market data cannot answer them (regulation, lawsuits, product launches, management changes, macro events, recent news the feed misses). Returns cited sources; never used for prices or financial statements.
report-email
Use when the user asks to be emailed a report, summary or analysis (optionally as a PDF): "email me this", "send me a report", "mail me the review as a PDF". Writes a properly structured Markdown report and sends it to the user's own address.
portfolio-review
Use when the user wants their investment portfolio reviewed or rebalanced: drift versus a target allocation, concentration, currency exposure, fund costs, "am I on track", "how should I split my next contribution". Needs investment accounts to be connected.
opportunity-screening
Find investment candidates the user does not already hold (find me ideas, what should I add, opportunities for my profile). Derives screens from the investor profile and portfolio gaps, shortlists, deep-dives the best two or three, and returns a ranked table including a low-cost index baseline.
financial-health-review
Use when the user asks for a review, check-up or analysis of their own finances over time: how they are doing, where the money goes, savings rate, spending trends, subscriptions, budget or debt priorities, or "what should I fix first". Produces a structured report with 3-5 prioritised, quantified actions.
equity-research
Deep-dive on ONE company or ETF (is X a good buy, what is it worth, research ASML). Pulls 3-5 years of statements, analyst expectations, peers and news, values it three ways including a DCF, and ends with a fair-value range plus what would change the view.