Investment Briefing Agent
A Claude skill from tellmefrankie/ai-investment-skills.
Install
$ agentstack add skill-tellmefrankie-ai-investment-skills-investment-briefing-agent ✓ 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.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-tellmefrankie-ai-investment-skills-investment-briefing-agent) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Investment Briefing Agent
A battle-tested multi-wave investment briefing system that generates comprehensive market analysis using real-time data. Built from 6+ months of live portfolio management experience.
What it does
Runs a 9-wave analysis pipeline to produce institutional-grade investment briefings:
- Macro Analysis — S&P 500, Nasdaq, VIX, yields, oil, DXY, Fed signals
- Sector Rotation — All 11 S&P sectors, identify leaders/laggards
- Technical Scanner — RSI, SMA (20/50/200), MACD, support/resistance for each holding
- News Sweep — 48h news, earnings, analyst changes, insider activity per ticker
- Opportunity Finder — New swing trade candidates ranked by expected value
- Critic Review — Adversarial review of all signals, counter-evidence search
- Portfolio Simulation — Scenario modeling (bull/base/bear) with probabilities
- Deep Connections — Cross-asset correlations, hidden relationships
- Meta-Critic — Final synthesis and action plan
Anti-Narrative Harness (Built-in)
Every analysis enforces these rules automatically:
- No narrative repetition — each run uses fresh data
- Numbers over narratives — "P/C 0.55, real call 28%" not "bullish"
- Cross-verification required — 2+ sources for any price/claim
- Sell checklist — no panic sells, check if bottom, verify with critic
Configuration
Set your portfolio in the prompt:
Run investment briefing for my portfolio:
- AAPL: 100 shares @ $175
- NVDA: 50 shares @ $120
- TSLA: 30 shares @ $245
Include macro, sector, technicals, news, and critic review.
Focus on: earnings catalysts, options flow anomalies, sector rotation signals.Requirements
- WebSearch tool access (for real-time market data)
- Works best with Claude Opus for critic/meta-critic waves
Pricing
Free tier: Macro + Sector analysis only (waves 1-2) Full bundle — $29 one-time: All 9 waves + Anti-Narrative Harness + all skills below → https://jaehyunpark.gumroad.com/l/tcyahy
Author
Built by a CTO who runs this system daily for real portfolio management. Not a demo — this is production code refined over 6 months of live trading decisions.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: tellmefrankie
- Source: tellmefrankie/ai-investment-skills
- License: MIT
- Homepage: https://jaehyunpark.gumroad.com/l/tcyahy
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.