# Investments

> A Claude skill from Asaf-Dahan/super-skill.

- **Type:** Skill
- **Install:** `agentstack add skill-asaf-dahan-super-skill-investments`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [Asaf-Dahan](https://agentstack.voostack.com/s/asaf-dahan)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [Asaf-Dahan](https://github.com/Asaf-Dahan)
- **Source:** https://github.com/Asaf-Dahan/super-skill/tree/main/examples/investments

## Install

```sh
agentstack add skill-asaf-dahan-super-skill-investments
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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:
  1. CONTEXT.md        - who owns this, what domain, what goals
  2. CURRENT_STATE.md  - what the portfolio looks like right now
  3. 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, CURRENT_STATE.md, DECISIONS.md     |
| Propose architecture change  | DECISIONS.md, DOMAIN_MAP.md, CURRENT_STATE.md     |
| Investigate drift or breakage | MONITORING.md, CURRENT_STATE.md, traces/          |
| Resolve a PENDING item       | PENDING.md, DECISIONS.md, EVALUATION.md           |
| Generate learning content    | LEARNING.md, CONTEXT.md, CURRENT_STATE.md         |
| Root-cause analysis          | traces/, DECISIONS.md, LOG.md                     |
| Cross-domain impact check    | DOMAIN_MAP.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/generate_learning.py audio
  python scripts/generate_learning.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](https://github.com/Asaf-Dahan)
- **Source:** [Asaf-Dahan/super-skill](https://github.com/Asaf-Dahan/super-skill)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-asaf-dahan-super-skill-investments
- Seller: https://agentstack.voostack.com/s/asaf-dahan
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.