lynch

Use when a skill has a finalized structured payload and wants a polished Word or PDF artifact. Uses the existing docx / pdf skills.

Use when a skill needs quotes, fundamentals, or news for one or more tickers. Handles both IN (.NS suffixed) and US tickers. Returns a structured digest.

Use when a skill needs a ranked momentum table for a universe of tickers. Runs per market (IN or US). Uses the momentum utility for scoring.

Use when a skill needs to validate a proposed allocation or trade set against IPS constraints (concentration, sector, per-market caps, turnover).

Use when a skill has proposed sells. Classifies STCG vs LTCG per lot, flags LTCG-boundary proximity, and suggests lot selection.

Author or update the personal IPS, asset-class targets, and constraints. Use on first run or when the user wants to revisit strategy.

Ingest CSV drops from Kite / Coin / IndMoney under imports/YYYY-MM-DD/, rebuild lots via FIFO, update portfolio/holdings.yaml. Use when the user has dropped new broker exports.

Periodic check-in: performance vs benchmarks, drift, concentration breakdown, top-holdings news digest. Use for weekly/monthly reviews.

Canonical loader — reads the portfolio/ folder and returns a validated PortfolioSnapshot. Called first by every other skill. Use when you need current holdings, IPS, targets, or tax rules for any workflow.

Drift-to-IPS rebalancing at the asset-class / per-market level. Use when the user wants to bring allocations back inside IPS bands. Emits reallocation table and cash-flow plan — does NOT pick individual tickers (that's rotation).