AGENT SKILLS ATLASInvestment Management
Investment management skill — portfolio construction, analysis, and execution. Compounds finance-substrate (accounting/tax) + wealth-management (projections/goals) into a full financial framework. Covers traditional investing (stocks, ETFs, bonds), alternatives (crypto, prediction markets, real estate, VC), quantitative analytics (factor models, Monte Carlo, optimization), and platform integration (Alpaca, Coinbase, Polymarket, agent-browser for Colombian platforms). Embodies philosophies from Buffett, Dalio, Bogle, Munger, and Marks. Use when: (1) building or analyzing a portfolio, (2) screening stocks/ETFs/crypto, (3) running backtests or factor analysis, (4) executing trades or rebalancing, (5) tracking investments across platforms, (6) researching market data or fundamentals, (7) making investment decisions with structured frameworks. Triggers on 'investment', 'portfolio', 'stocks', 'ETF', 'bonds', 'crypto', 'trading', 'backtest', 'factor model', 'rebalance', 'Polymarket', 'Alpaca', 'asset allocation'.
Skill stats
Skills1CategorySecurityStars0
About this skill
Investment management skill — portfolio construction, analysis, and execution. Compounds finance-substrate (accounting/tax) + wealth-management (projections/goals) into a full financial framework. Covers traditional investing (stocks, ETFs, bonds), alternatives (crypto, prediction markets, real estate, VC), quantitative analytics (factor models, Monte Carlo, optimization), and platform integration (Alpaca, Coinbase, Polymarket, agent-browser for Colombian platforms). Embodies philosophies from Buffett, Dalio, Bogle, Munger, and Marks. Use when: (1) building or analyzing a portfolio, (2) screening stocks/ETFs/crypto, (3) running backtests or factor analysis, (4) executing trades or rebalancing, (5) tracking investments across platforms, (6) researching market data or fundamentals, (7) making investment decisions with structured frameworks. Triggers on 'investment', 'portfolio', 'stocks', 'ETF', 'bonds', 'crypto', 'trading', 'backtest', 'factor model', 'rebalance', 'Polymarket', 'Alpaca', 'asset allocation'.
Quick start
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Installation guide →
Review, license & listing details
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Original listing metadata
Original name
investment-managementOriginal description
Investment management skill — portfolio construction, analysis, and execution. Compounds finance-substrate (accounting/tax) + wealth-management (projections/goals) into a full financial framework. Covers traditional investing (stocks, ETFs, bonds), alternatives (crypto, prediction markets, real estate, VC), quantitative analytics (factor models, Monte Carlo, optimization), and platform integration (Alpaca, Coinbase, Polymarket, agent-browser for Colombian platforms). Embodies philosophies from Buffett, Dalio, Bogle, Munger, and Marks. Use when: (1) building or analyzing a portfolio, (2) screening stocks/ETFs/crypto, (3) running backtests or factor analysis, (4) executing trades or rebalancing, (5) tracking investments across platforms, (6) researching market data or fundamentals, (7) making investment decisions with structured frameworks. Triggers on 'investment', 'portfolio', 'stocks', 'ETF', 'bonds', 'crypto', 'trading', 'backtest', 'factor model', 'rebalance', 'Polymarket', 'Alpaca', 'asset allocation'.
About this listing
- Category
- Security
- Reported license
- MIT
- Listing language (estimated)
- English
- Review status
- Not individually reviewed
- Agent compatibility
- Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI