monte-carlo
Run Monte Carlo simulations on a trading strategy to verify robustness.
Run Monte Carlo simulations on a trading strategy to verify robustness.
View automated portfolio, track goals, monitor cash reserve, and check tax coordination on Betterment
Scans client data against revenue opportunity scenarios to identify and rank the top sales opportunities. Matches clients to scenarios like FIA replacements approaching surrender, cash drag opportunities, and concentrated portfolio positions. Calculates revenue potential and generates prioritized opportunity reports for financial advisors.
็ ็ฉถๆกใฎใใธใในไพกๅคใ่ฉไพกใใใๅ็ๆฉไผใ็ซถๅๅชไฝๆงใใใผใใใผใทใใๅฏ่ฝๆงใ ็ฅ่ฒกใปใใใชใฑใผใทใงใณๆฆ็ฅใใใฉใณใไพกๅคใธใฎ่ฒข็ฎใๅค่ง็ใซ่ฉไพกใ
่ทๅไธญๅฝA่กๅETFๅธๅบๆฐๆฎใไฝฟ็จๅบๆฏ๏ผ(1) ๆฅ่ฏข่ก็ฅจๅๅฒๆฐๆฎ๏ผ(2) ่ทๅETFๅๅผ่ตฐๅฟ๏ผ(3) ๆๅฎๆถ้ด่ๅด็ๆฐๆฎๆๅใๆฏๆ้่ฟ่ก็ฅจไปฃ็ ๅๅคฉๆฐๅๆฐ่ทๅOHLCV๏ผๅผ็ไปทใๆ้ซไปทใๆไฝไปทใๆถ็ไปทใๆไบค้๏ผๆฐๆฎใ
Generate trading signals using technical indicators and on-chain metrics. Use when receiving trading signals and alerts. Trigger with phrases like "get trading signals", "check indicators", or "analyze signals".
Direct and tradeoff-based optimization strategies for clinical trial design. Use when optimizing sample size, selecting design parameters, or performing sensitivity analysis.
Use percentage-based capital limits, not hard-coded dollar amounts. Trigger when: (1) trades blocked on small accounts, (2) min_cash_buffer is absolute dollars, (3) capital allocation doesn't scale with account size, (4) fixed dollar thresholds in risk code.
Analyze organizational power dynamics and develop realistic political strategies. Uses a Pfeffer-inspired realist lens - assumes self-interest drives behavior, past actions predict future actions, and formal authority often differs from real power. Use after /clarify when navigating complex stakeholder situations, building coalitions, or when you need to understand who really has power and what they'll actually do. Complements /executive-persuasion (which provides influence tactics) by mapping the political landscape first.
Expert competitive analysis including product comparison, market positioning, and strategic insights
Evaluates companies using a 6-category scoring rubric. Use when researching a company to determine if it meets user requirements.
Exclude ALL dotted symbols from yfinance sector lookups and training. Trigger when: (1) yfinance errors on warrants/units/class shares, (2) training notebook fails on excluded symbol types, (3) adding new symbol exclusion patterns.
Access US stock market data including price bars, news with sentiment, and company details via eng0 data API. Use when user asks for stock prices, OHLCV data, price history, stock news, or company information. Triggers include "stock price", "price history", "OHLCV", "stock news", "company info", "market data", "ticker data". Do NOT use for SEC filings (use sec-edgar-skill instead).
Mode 1 - Strategic planning with human approval before execution
Complete monthly stock analysis workflow: fetch end-of-month prices, calculate returns/momentum, and merge with fundamentals from Rice Data Portal. Self-contained for all monthly analysis tasks.
Assess companies for Azure Ascent prospect fit using NICE framework and Reality-Map classification
Expert in onboarding, adoption, and retention strategies. Specializes in turning users into advocates through structured success plans and proactive health monitoring. Use when designing onboarding flows, creating success plans, or improving customer retention.
Use the polymarket_book tool to fetch Polymarket CLOB order book depth (YES/NO) via Gamma + CLOB and expose best bid/ask/mid.
Create a 24-hour tactical market brief from the latest macro and financial news, covering equities, commodities, and macro/FX. Use when asked for a market brief, daily/24h outlook, short-term drivers, or a structured multi-asset summary with JST timestamps and strict short-line formatting.
Expert technology trend analysis including adoption patterns, market signals, and future predictions
Use Alpaca Algo Trader Plus for 4+ years of historical data. Trigger when: (1) increasing lookback, (2) data source selection, (3) yfinance comparison.
Identify potential quality, security, and delivery risks early in discovery to inform mitigation planning.