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investment-strategy-cskill

Investment strategy execution assistant for Indonesian investors. Provides daily portfolio check-in with live prices from Yahoo Finance and CoinGecko, weekly performance review versus IHSG and S&P 500 benchmarks, and monthly strategy sessions with phase assessment. Implements Wall Street workflows including Kelly Criterion position sizing, Sharpe and Sortino ratio calculations, maximum drawdown monitoring, and threshold-based rebalancing. Tracks Emergency Fund progress for Phase 1 (Foundation Building) and Phase 2 (Wealth Accumulation) transitions. Manages structured JSON trade journal, generates payday execution plans. References comprehensive investment framework documentation in ./plans/ for all calculations and recommendations.

azizikri
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azizikri
Updated 1/4/2026
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quick start

Installation and usage

Investment strategy execution assistant for Indonesian investors. Provides daily portfolio check-in with live prices from Yahoo Finance and CoinGecko, weekly performance review versus IHSG and S&P 500 benchmarks, and monthly strategy sessions with phase assessment. Implements Wall Street workflows including Kelly Criterion position sizing, Sharpe and Sortino ratio calculations, maximum drawdown monitoring, and threshold-based rebalancing. Tracks Emergency Fund progress for Phase 1 (Foundation Building) and Phase 2 (Wealth Accumulation) transitions. Manages structured JSON trade journal, generates payday execution plans. References comprehensive investment framework documentation in ./plans/ for all calculations and recommendations.

Installation
$ install --globalskills.sh
Usage

Once installed, you can use this skill by running the following command in your terminal:

skills use investment-strategy-cskill