llmquant-portfolio
Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.
npx skills add LLMQuant/skills --skill llmquant-portfolio --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# LLMQuant Portfolio This category routes persistent research workspace and portfolio-management workflows. ## Routing Rules 1. Identify the portfolio object: company profile, thesis, theme, watchlist, or alert. 2. Select the closest workflow below. 3. Open only the selected workflow. 4. Use LLMQuant Data for research profiles, prices, filings, ownership, events, watchlists, alerts, and portfolio context. 5. Report last updated dates, evidence dates, stale notices, and missing workspace objects. ## Workflow Index | User intent | Workflow | |---|---| | Build or refresh a persistent company research profile. | [`workflows/company-profile.md`](workflows/company-profile.md) | | Turn buy logic into a monitored thesis with sell conditions. | [`workflows/investment-thesis-tracker.md`](workflows/investment-thesis-tracker.md) | | Track thematic equity baskets and related events. | [`workflows/theme-research.md`](workflows/theme-research.md) | | Monitor watchlists for price, IV, event, and activity changes. | [`workflows/watchlist-monitor.md`](workflows/watchlist-monitor.md) | | Create and manage measurable market alerts. | [`workflows/alert-manager.md`](workflows/alert-manager.md) | ## LLMQ
- Routing Rules
- Workflow Index
- LLMQuant Data Contract
What does the llmquant-portfolio skill do?
Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.
How do I install it?
Run `npx skills add LLMQuant/skills --skill llmquant-portfolio --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From LLMQuant/skills, a repository with 183 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.