portfolio-fit
Assess how a candidate stock would fit the user's existing Schwab portfolio — its correlation to each holding and to the book as a whole, its beta, and…
Skill by Hayden1629
Chalk Labs
Need help deploying portfolio-fit?
Chalk Labs sets up agents like this inside real teams: connected to your tools, tested on your data, with a human in the loop where it matters.
Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/hayden1629-portfolio-fit
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
Get the weekly diff
The weekly diff: one email a week with new agent tools, notable updates and grade changes, plus security alerts for tools you follow. Double opt-in, one-click unsubscribe.
About
Use cases: finance
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/portfolio-fit
What's inside
- Skill name
portfolio-fit- Description
- Assess how a candidate stock would fit the user's existing Schwab portfolio — its correlation to each holding and to the book as a whole, its beta, and whether adding it diversifies or concentrates risk. Use when asked whether to add a stock, if it's a good addition, whether to go long or short, how it correlates with current holdings, or whether it hedges or doubles down on existing exposure. Read-only.
- License
- unknown
- Instructions
- 38 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub
More from Hayden1629/troy-trading-agent
- 0.524score
massive-api
Hayden1629
Access financial market data via Massive API (formerly Polygon).
SkillBFreshness: BClaude Code +9 - 0.519score
biotech-workup
Hayden1629
META — the workup for pre-revenue and clinical-stage biotech, where DCF, reverse-DCF, P/E and multiples are meaningless.
SkillBFreshness: BClaude Code +9 - 0.519score
broker-data
Hayden1629
Read the user's Schwab brokerage data — balances, margin/buying power, open positions, REAL-TIME quotes, and market hours.
SkillBFreshness: BClaude Code +9 - 0.519score
clawvault
Hayden1629
Agent memory system with memory graph, context profiles, checkpoint/recover, structured storage, semantic search, observational memory, task tracking, canvas…
SkillBFreshness: BClaude Code +9 - 0.519score
clinical-trials
Hayden1629
Pull a company's clinical trial pipeline and catalyst calendar from ClinicalTrials.gov (phases, indications, enrollment, primary completion dates, terminated…
SkillBFreshness: BClaude Code +9 - 0.519score
earnings-transcripts
Hayden1629
List, fetch, parse, and read earnings call transcripts via Gödel by ticker alone (alphastreet documents — full speaker-attributed text, participants, Q&A…
SkillBFreshness: BClaude Code +9 - 0.519score
financial-statements
Hayden1629
Pull a company's full financial statements (income statement, balance sheet, cash flow) straight from Gödel Terminal by ticker, with multi-quarter…
SkillBFreshness: BClaude Code +9 - 0.519score
godel-chat-ideas
Hayden1629
Extract actionable, ranked stock trade ideas from the Gödel Terminal chat stream by combining smart-money sentiment, attention spikes, and high-skill users'…
SkillBFreshness: BClaude Code +9 - 0.519score
godel-chat-quant
Hayden1629
Query the quantitative analytics built on the Gödel Terminal chat archive — user skill leaderboards, smart-money-weighted sentiment, buzz/attention spikes…
SkillBFreshness: BClaude Code +9 - 0.519score
market-scan
Hayden1629
META — the daily/on-demand sweep for new ideas.
SkillBFreshness: BClaude Code +9 - 0.519score
portfolio-risk
Hayden1629
Analyze the risk of the user's actual Schwab portfolio — beta to SPY, annualized volatility, a correlation matrix across holdings, variance-based risk…
SkillBFreshness: BClaude Code +9 - 0.519score
research-toolkit
Hayden1629
META / router skill — start here.
SkillBFreshness: BClaude Code +9
Signals
- Stars
- 0
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Aug 17, 2026 (2 months ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- License unknown
- Repository
- github.com/Hayden1629/troy-trading-agent
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from Hayden1629
- 0.524score
massive-api
Hayden1629
Access financial market data via Massive API (formerly Polygon).
SkillBFreshness: BClaude Code +9 - 0.519score
broker-data
Hayden1629
Read the user's Schwab brokerage data — balances, margin/buying power, open positions, REAL-TIME quotes, and market hours.
SkillBFreshness: BClaude Code +9 - 0.519score
clawvault
Hayden1629
Agent memory system with memory graph, context profiles, checkpoint/recover, structured storage, semantic search, observational memory, task tracking, canvas…
SkillBFreshness: BClaude Code +9 - 0.519score
clinical-trials
Hayden1629
Pull a company's clinical trial pipeline and catalyst calendar from ClinicalTrials.gov (phases, indications, enrollment, primary completion dates, terminated…
SkillBFreshness: BClaude Code +9 - 0.519score
earnings-transcripts
Hayden1629
List, fetch, parse, and read earnings call transcripts via Gödel by ticker alone (alphastreet documents — full speaker-attributed text, participants, Q&A…
SkillBFreshness: BClaude Code +9 - 0.519score
biotech-workup
Hayden1629
META — the workup for pre-revenue and clinical-stage biotech, where DCF, reverse-DCF, P/E and multiples are meaningless.
SkillBFreshness: BClaude Code +9
Done for you
Rather not set it up yourself?
Chalk Labs scopes, builds and runs agents for your team: the task audit, the eval harness, the integrations and the weekly ops report. Fixed scope, priced before we start.
See how we build AI agents →Read the case studies
Chalk Labs is a two-founder AI and growth studio. We build AI agents, CRMs and MVPs for Web3 and AI companies, and have shipped 50+ product and token launches.
- launches shipped
- 50+
- launches shipped
- media placements
- 500+
- media placements
- founders on every account
- 2
- founders on every account
Press we've placed: Forbes · CoinDesk · Decrypt · Cointelegraph · The Block
Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.
Get portfolio-fit running in your business
Tell us what you want to automate. A founder replies within one working day with a plan, not a pitch deck.
Cite this page
portfolio-fit skill. Agent Mart. https://agentmart.dev/skills/hayden1629-portfolio-fit (last updated 2026-10-24)