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AI Agent Workflow Collection

Skill pack
8 skills0 selected
arunendapallySkills in this pack

Emergency playbook for sharp market falls. Use when the user says "crash mode", "market is crashing", "Nifty is down big", or when a session reveals Nifty down more than 5% intraday or 10%+ from recent peak. Triages stop-losses, computes deployable cash, and builds a staged response plan — deliberately, not in panic.

English

End-of-day portfolio close-out. Use when the user says "EOD analysis", "end of day", "market close summary", or "how did we close". Pulls final prices, computes day P&L, flags positions near SL/target, updates cash status, and sets tomorrow's setup.

English

Audit and maintain GTT orders on Zerodha. Use when the user says "audit GTTs", "check my GTTs", "GTT review", "are my positions protected", or after any corporate action, dividend, or session open reveals GTT gaps. Finds orphans, silent cancellations, unprotected holdings, and stale triggers; drafts corrections but never executes without explicit confirmation.

English

Import portfolio data from files when the user's broker has no MCP connection. Use when the user says "import my holdings", "upload my portfolio", "I use ICICI Direct / Groww / HDFC Securities / Angel One" (or any broker without a connected MCP), or uploads a holdings file, tradebook, P&L export, or consolidated account statement (CAS). Parses the files into a session portfolio snapshot that all analysis skills can use.

English

Assess global macro context before any market-open or positioning call. Use when the user says "market brief", "macro check", "how are markets looking", "should I deploy today", or before Claude makes any intraday, short-term, or deployment-timing comment. Pulls overnight US close, Asian opens, GIFT Nifty, and key events via web search.

English

Review the mutual fund book across Zerodha Coin and Kotak Neo against a model portfolio for the user's risk profile. Use when the user says "review my MFs", "mutual fund check", "SIP review", "AMC concentration", or asks whether to stop, start, or resize any SIP. Checks AMC concentration, ELSS sprawl, SIP quality, and drift from target.

English

Run the portfolio risk and safety checklist across all brokers. Use when the user says "risk check", "portfolio risk", "am I overexposed", "check my cash buffer", "XIRR check", "weekly risk update", "quarterly review", or after any large market move. Evaluates cash buffer, concentration limits, XIRR vs target, and margin health, and issues escalation alerts when thresholds are breached.

English

Open a portfolio monitoring session across the user's connected brokers (Zerodha, Kotak Neo, and any others). Use when the user says "open session", "morning check", "portfolio check", "start my session", "pull my portfolio", or begins any portfolio conversation that needs live data. Authenticates brokers in parallel, pulls all holdings/GTTs/margins, and surfaces P&L, weights, and coverage gaps before any recommendations.

English

Includes Crash Protocol, Eod Snapshot, Import Statements, and other workflows.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Pack stats

Skills8CategorygeneralStars0

What’s included

Crash Protocol

Emergency playbook for sharp market falls. Use when the user says "crash mode", "market is crashing", "Nifty is down big", or when a session reveals Nifty down more than 5% intraday or 10%+ from recent peak. Triages stop-losses, computes deployable cash, and builds a staged response plan — deliberately, not in panic.

Eod Snapshot

End-of-day portfolio close-out. Use when the user says "EOD analysis", "end of day", "market close summary", or "how did we close". Pulls final prices, computes day P&L, flags positions near SL/target, updates cash status, and sets tomorrow's setup.

Gtt Audit

Audit and maintain GTT orders on Zerodha. Use when the user says "audit GTTs", "check my GTTs", "GTT review", "are my positions protected", or after any corporate action, dividend, or session open reveals GTT gaps. Finds orphans, silent cancellations, unprotected holdings, and stale triggers; drafts corrections but never executes without explicit confirmation.

Import Statements

Import portfolio data from files when the user's broker has no MCP connection. Use when the user says "import my holdings", "upload my portfolio", "I use ICICI Direct / Groww / HDFC Securities / Angel One" (or any broker without a connected MCP), or uploads a holdings file, tradebook, P&L export, or consolidated account statement (CAS). Parses the files into a session portfolio snapshot that all analysis skills can use.

Macro Brief

Assess global macro context before any market-open or positioning call. Use when the user says "market brief", "macro check", "how are markets looking", "should I deploy today", or before Claude makes any intraday, short-term, or deployment-timing comment. Pulls overnight US close, Asian opens, GIFT Nifty, and key events via web search.

Mf Review

Review the mutual fund book across Zerodha Coin and Kotak Neo against a model portfolio for the user's risk profile. Use when the user says "review my MFs", "mutual fund check", "SIP review", "AMC concentration", or asks whether to stop, start, or resize any SIP. Checks AMC concentration, ELSS sprawl, SIP quality, and drift from target.

Risk Check

Run the portfolio risk and safety checklist across all brokers. Use when the user says "risk check", "portfolio risk", "am I overexposed", "check my cash buffer", "XIRR check", "weekly risk update", "quarterly review", or after any large market move. Evaluates cash buffer, concentration limits, XIRR vs target, and margin health, and issues escalation alerts when thresholds are breached.

Session Open

Open a portfolio monitoring session across the user's connected brokers (Zerodha, Kotak Neo, and any others). Use when the user says "open session", "morning check", "portfolio check", "start my session", "pull my portfolio", or begins any portfolio conversation that needs live data. Authenticates brokers in parallel, pulls all holdings/GTTs/margins, and surfaces P&L, weights, and coverage gaps before any recommendations.

Quick start

  1. Choose your skills. Select individual skills above, or choose the entire pack.
  2. Copy the install prompt. Use Copy install prompt above the list.
  3. Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.

Try it with your agent

After installation, start with a request like:

Example request
Use the Crash Protocol skill to help with my task.
Ask me for the context you need before getting started.

Requirements & license

  • A coding agent that can access your project files and install skills.
  • Your agent checks each skill’s instructions, dependencies, and permissions during setup.
  • Reported license for the skills shown: MIT. The author’s terms apply.
AI Agent Workflow Collection | Agent Skills Atlas