What’s inside

One SKILL.md (the playbook) + one starter template. A preview:

Portfolio Tracker

When to use

• You hold a dozen stocks and can't keep up with the news on all of them every week
• You keep a watchlist of companies you might buy and want to hear about them only when something matters
• You want a regular, structured look at your portfolio — performance, news, and risk — without paying for a research subscription
• You've set yourself risk limits but never actually check whether they've been breached
• You keep a running investment journal and want it updated from real data, not memory

Workflow

1. Connect in read-only (input: brokerage account or data feed → output: confirmed read-only connection)
   Hook up the data source — an official broker MCP or API — and verify the permission is read-only before anything else. The connection must be able to see holdings but unable to trade. This is a hard gate: no read-only, no tracker.
2. Define what you hold and what you watch (input: positions + watchlist → output: tracking sheet)
   List current holdings (ticker, position size, entry date, entry price) and the watchlist with why each name is on it. Snapshot everything into a log file the first run — that baseline is what every future comparison runs against.
3. Set your risk lines (input: your risk tolerance → output: alert thresholds)
   Write the lines you care about: "alert me if any position drops 15% from entry," "flag if a holding falls below its 200-day average," "tell me about insider selling over $1M." These are yours to set, not the AI's — it enforces them, it doesn't choose them.
4. Run the research pass on schedule (input: tracking sheet + fresh news/prices → output: research report)
   On a cadence you pick (weekly or twice-weekly works), the AI pulls fresh prices and news for holdings and watchlist, then writes a report: per-name news summary, the bull case and bear case in plain words, scenario notes, and which thresholds broke. One real case runs this twice a week across 15 tickers.
5. Log everything, decide yourself (input: research report → output: updated investment journal)
   Every run appends to the journal: date, prices, what changed, what was flagged. You read the report and make every buy and sell decision yourself. The tracker never recommends a trade — it shows you what happened and what's near your lines.

Output spec

Template preview

Portfolio Tracker — Tracking Sheet Template

One sheet. Baseline first, then every report runs against it.

Connection

• Data source: {broker MCP / API}
• Permissions: READ-ONLY (verified {date} — trading functions off)
• Report cadence: {e.g. every Tuesday and Friday, 8am}

Holdings baseline

Watchlist

Alert thresholds

• [ ] Any holding down {x}% from entry
• [ ] Any holding below its {200-day} moving average
• [ ] Insider selling > ${x} reported this week
• [ ] Watchlist name crosses my watch price
• [ ] {your own line}

Alert rule: only when MY lines break — no market noise, no "hot stock" tips.

Research report format (one per run)

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