portfolio-manager
Track and manage the trading portfolio — positions, cash, P&L, allocation, and performance metrics. Use this skill in every daily trading run to understand current portfolio state before making decisions. It reads portfolio data via `trade-executor` (BT Trade demo or live, via bt-gateway), calculates performance, checks allocation limits, and determines available capital for new trades. Trigger whenever you need to know the current portfolio state, check if a trade fits within risk limits, or review historical performance.
Repository SourceNeeds Review
tax-tracker
Log every trade for Romanian tax reporting (Declarația Unică). Use this skill in the evening run whenever trades were executed during the day. It maintains a complete trade log with all data needed for the annual tax filing — purchase date, sale date, quantities, prices in RON, commissions, and computed gains/losses. At year-end, it generates a summary ready for the DU. Trigger after any trade execution, or when the user asks about tax obligations or wants to generate tax reports.
Repository SourceNeeds Review
trade-journal
Record the full story behind every trade — entry thesis, market context at entry, exit reason, and outcome — to build a corpus the strategy can learn from. Trigger this skill in two places. First, at ENTRY: whenever trade-executor fills a new position, immediately append an entry record with the thesis and context. Second, at EXIT: whenever portfolio-manager detects a position has been closed (sold, stopped out, or taken profit), append an exit record that closes the loop with outcome and lessons. This skill is the raw material the retrospective skill consumes weekly. Also trigger when the user asks to review past trades, search the journal, or understand why a particular trade was entered or exited.
Repository SourceNeeds Review
bvb-news
Monitor BVB company announcements, Romanian financial press, and corporate actions for anything that could move BET-Plus names. Runs on both morning and evening routines. Uses a mix of structured sources (per-symbol BVB announcement pages) and real-time web search for third-party coverage. Trigger whenever the pipeline needs current BVB news, when evaluating a specific stock, or when the user asks what's happening on the Romanian market.
Repository SourceNeeds Review