stockbuddy
SKILL.md
StockBuddy
Overview
StockBuddy is a stock analysis and portfolio execution support skill for A-share, Hong Kong, and US equities. It outputs quantified scores and clear action labels (Strong Buy / Buy / Hold / Sell / Strong Sell). By default, responses are decision-first: give the concise conclusion, score/confidence, event-adjusted second-pass suggestion, and practical order ideas before expanding into a long-form report.
Core rule: separate durable facts from derived values.
- Persist durable facts: share count, cost basis, account, available cash, market/currency, lot size, odd-lot support, and other user-confirmed trading constraints
- Compute in real time: latest price, market value, position weight, unrealized P&L, executable buy/sell size, and whether partial selling is actually possible
- Do not write latest price, position weight, or unrealized P&L back into durable storage
Five core scenarios:
- Single-stock analysis — analyze one stock and produce an action recommendation
- Batch portfolio analysis — analyze current positions and summarize stock-level and portfolio-level status
- Position management — add, update, remove, and inspect positions
- Account and allocation management — track account, cash, market/currency, and execution constraints
- Watchlist management — add, remove, and inspect watched stocks while storing basic stock metadata and trading rules