Browse Skills

Estimate Online Covariance updates covariance, correlation, or precision matrices one observation at a time with precise. Use it for streaming data or as a partial_fit alternative to batch-only sklearn.covariance estimators.

Keyed Dynamic Universe maintains online covariance for named series when the set of names changes over time. Use it for streaming inputs as dicts keyed by asset or feature name instead of fixed-length vectors.

Provides online incremental covariance, correlation, and precision estimation for streaming data. Use when updating covariance matrices per observation without recomputing from scratch.

Dividend Tracking refreshes the local database first, then reads DIVIDEND rows from family_office.db for Layer 2 income analysis. Use it to review monthly dividend totals, ticker breakdowns, and trailing income against target without stale data.

Fin Guru Research executes structured market research with source validation and temporal awareness. Use it for market intelligence, sector analysis, security research, and competitive intelligence with confidence levels and data gaps.

Finance Report generates 8–10 page PDF investment analysis reports for stocks and ETFs. Use it for ticker reports, watchlist analysis, or regenerating reports with charts, portfolio sizing, and sourced sentiment research.

Margin Management reads live margin balances from the synced database and calculates interest cost, dividend coverage, and portfolio-to-margin safety ratios. Use it when reviewing margin draws, balance changes, or scaling decisions.

Monte Carlo runs 10,000 portfolio scenarios to estimate income probabilities, margin safety, and end-of-period outcomes. Use it for stress tests, probability analysis, or income projections on the 4-layer Finance Guru strategy.

Quantitative Analysis performs structured statistics on returns, correlations, factors, risk, and portfolio construction. Use it when you need validated market analysis, backtests, or optimization with enough data to support the model.

Retirement Account Syncing parses Vanguard and Fidelity retirement CSV exports and reports aggregated holdings by ticker. Use it when updating retirement accounts from files in imports/retirement/ or when a live sync path is unavailable.

Commodity Cycle Analysis analyzes commodity supply-demand balances, futures curves, inventories, cost curves, policy, and positioning. Use it when commodity prices drive an asset's earnings, valuation, or trading setup.

Earnings Report Analysis structures a company’s earnings release, filing, transcript, guidance, peer comparison, and market reaction into a thesis-focused review. Use it when assessing whether a reported quarter strengthens, weakens, or changes an investment view.