# Investment Briefing Agent

> A Claude skill from tellmefrankie/ai-investment-skills.

- **Type:** Skill
- **Install:** `agentstack add skill-tellmefrankie-ai-investment-skills-investment-briefing-agent`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [tellmefrankie](https://agentstack.voostack.com/s/tellmefrankie)
- **Installs:** 0
- **Category:** [Finance & Payments](https://agentstack.voostack.com/c/finance-and-payments)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [tellmefrankie](https://github.com/tellmefrankie)
- **Source:** https://github.com/tellmefrankie/ai-investment-skills/tree/main/investment-briefing-agent
- **Website:** https://jaehyunpark.gumroad.com/l/tcyahy

## Install

```sh
agentstack add skill-tellmefrankie-ai-investment-skills-investment-briefing-agent
```

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

## 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:

1. **Macro Analysis** — S&P 500, Nasdaq, VIX, yields, oil, DXY, Fed signals
2. **Sector Rotation** — All 11 S&P sectors, identify leaders/laggards
3. **Technical Scanner** — RSI, SMA (20/50/200), MACD, support/resistance for each holding
4. **News Sweep** — 48h news, earnings, analyst changes, insider activity per ticker
5. **Opportunity Finder** — New swing trade candidates ranked by expected value
6. **Critic Review** — Adversarial review of all signals, counter-evidence search
7. **Portfolio Simulation** — Scenario modeling (bull/base/bear) with probabilities
8. **Deep Connections** — Cross-asset correlations, hidden relationships
9. **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](https://github.com/tellmefrankie)
- **Source:** [tellmefrankie/ai-investment-skills](https://github.com/tellmefrankie/ai-investment-skills)
- **License:** MIT
- **Homepage:** https://jaehyunpark.gumroad.com/l/tcyahy

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-tellmefrankie-ai-investment-skills-investment-briefing-agent
- Seller: https://agentstack.voostack.com/s/tellmefrankie
- Browse the marketplace: https://agentstack.voostack.com/browse

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