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From equity-analyst
- Invoked via `/index-funds` command — standalone, not part of the weekly stock analysis pipeline
How this skill is triggered — by the user, by Claude, or both
Slash command
/equity-analyst:index-fund-advisoryThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
- Invoked via `/index-funds` command — standalone, not part of the weekly stock analysis pipeline
/index-funds command — standalone, not part of the weekly stock analysis pipelinemarket-data connector (see .mcp.json)Search extensively for current fund performance data before making any recommendations.
Always use the native trading currency of each fund:
Show all NAVs, performance figures, and expense ratios in each fund's native currency. If the portfolio spans multiple currencies, note clearly and present each fund in its own currency.
For EACH index fund:
Structure with clear markdown sections:
## 1. Current Performance Analysis
[Per-fund: NAV, YTD, vs benchmark, expense ratio, any changes]
## 2. Market Conditions & Outlook
[Macro factors, rate environment, sector rotation, inflation]
## 3. Allocation Analysis
[Appropriateness, concentration, international/domestic, bonds]
## 4. Rebalancing Recommendations
[Specific percentages, fund replacements if any, timing, tax notes]
## 5. Market Outlook & Strategy
[3–6 month view, DCA assessment, tactical adjustments]
Formatting rules:
## for main sections, ### for subsections**npx claudepluginhub joaroo/equity-analyst --plugin equity-analystSearches MemPalace before answering questions about past work, people, projects, or prior decisions. Returns verbatim stored content instead of guessing from model memory.
Guides Payload CMS config (payload.config.ts), collections, fields, hooks, access control, APIs. Debugs validation errors, security, relationships, queries, transactions, hook behavior.
Implements vector databases with Pinecone, Weaviate, Qdrant, Milvus, pgvector for semantic search, RAG, recommendations, and similarity systems. Optimizes embeddings, indexing, and hybrid search.