Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Portfolio tracking: profiles, theses, alerts v1.0.0

Use this resource to keep profiles, theses, watchlists and alerts for a portfolio up to date

New

  • 388 downloads
  • 165 likes
  • 176 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install llmquant-portfolio-tracking

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent identifies the object concerned (profile, thesis, theme, watchlist or alert), opens the matching workflow and refreshes the workspace with recent data. You get a dated tracker that flags stale evidence and missing objects.

Mostly picked by

Updated November 2, 2026

Card for the “Portfolio tracking: profiles, theses, alerts” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: routing for portfolio objects and data contract
  • workflows/company-profile.md and workflows/investment-thesis-tracker.md: company profile and thesis tracking
  • workflows/watchlist-monitor.md and workflows/alert-manager.md: watchlist monitoring and alert management

Good fit for

  • You follow an investment thesis over time
  • You want an alert when a name on your watchlist moves

Not for

    Tags

    • portfolio
    • thesis
    • watchlist
    • alerts
    • tracking

    About

    You say

    “Update this company's profile and flag any evidence older than three months.”

    Card for the “Portfolio tracking: profiles, theses, alerts” skill

    Skill published by llmquant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to keep profiles, theses, watchlists and alerts for a portfolio up to date
    3. Review and adjust the result

    Content preview

    Files

    • assets/.gitkeep0 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • scripts/.gitkeep0 KB
    • SKILL.md2.1 KB
    • workflows/alert-manager.md2.1 KB
    • workflows/company-profile.md2.3 KB
    • workflows/investment-thesis-tracker.md2.2 KB
    • workflows/theme-research.md2 KB
    • workflows/watchlist-monitor.md1.9 KB

    Origin and licence

    Listed unmodified

    Author
    llmquant
    Source
    github.com/llmquant/skills/tree/1918237467c2dff4cc97a18ebc0892dfd46e8129/skills/llmquant-portfolio
    Licence
    MIT

    Notice

    « llmquant-portfolio » (llmquant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.