Investments
A Claude skill from Asaf-Dahan/super-skill.
Install
$ agentstack add skill-asaf-dahan-super-skill-investments ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
name: super-skill-investments description: > Investment portfolio domain expert. Loads full context on holdings, allocation targets, risk caps, and rebalancing rules. Enforces the no-trade-without-approval principle before any action. version: "1.0" author: "Independent investor" tags:
- portfolio
- asset-allocation
- rebalancing
- risk-management
Super Skill -- Investments
Before Any Action
Read these files in this order:
- CONTEXT.md - who owns this, what domain, what goals
- CURRENT_STATE.md - what the portfolio looks like right now
- PENDING.md - what is waiting for user approval
Never skip this sequence. Context before action, always.
Operating Principle
The model proposes. The user decides. The Super Skill records. The system executes.
Write all proposals and evaluations to PENDING.md. Do not modify any layer file without explicit user approval. This Super Skill never executes trades.
Domain Scope
Asset classes: US equities, international, bonds, REITs, cash Sub-domains: Asset allocation, individual holdings, risk and exposure, liquidity management, tax considerations Excluded: Real estate, business equity, employer pensions, insurance
Domain Files
After reading the three required files above, load the remaining layer files as needed for the current task: DOMAIN_MAP.md - sub-domain structure and relationships EVALUATION.md - criteria for evaluating new positions DECISIONS.md - allocation and strategy decisions MONITORING.md - sources to watch for drift LEARNING.md - NotebookLM integration structure traces/ - execution traces for causal reasoning
Evidence Routing
Before proposing any change, load the files most likely to contain relevant evidence for your task type.
| Task type | Evidence files (load in order) | |------------------------------|---------------------------------------------------| | Evaluate a new tool/method | EVALUATION.md, CURRENTSTATE.md, DECISIONS.md | | Propose architecture change | DECISIONS.md, DOMAINMAP.md, CURRENTSTATE.md | | Investigate drift or breakage | MONITORING.md, CURRENTSTATE.md, traces/ | | Resolve a PENDING item | PENDING.md, DECISIONS.md, EVALUATION.md | | Generate learning content | LEARNING.md, CONTEXT.md, CURRENTSTATE.md | | Root-cause analysis | traces/, DECISIONS.md, LOG.md | | Cross-domain impact check | DOMAINMAP.md, CURRENT_STATE.md, DECISIONS.md |
Load the minimum set. Do not load files not listed for your task type.
Learning Generation
To generate learning content from this Super Skill: python scripts/generatelearning.py audio python scripts/generatelearning.py quiz python scripts/generate_learning.py mindmap
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: Asaf-Dahan
- Source: Asaf-Dahan/super-skill
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.