briefing

Generate daily investment portfolio briefings with sentiment and market data.

136|11|Updated May 31, 2026
One-click install
npx skills add https://github.com/PatrickSUDO/fadacai-portfolio --skill briefing-patricksudo
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: briefing
Source: https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/briefing
Command: npx skills add https://github.com/PatrickSUDO/fadacai-portfolio --skill briefing-patricksudo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires sonnet, opus, fable, eodhd-mcp, fmp-mcp, yfinance-advanced, sec-edgar-mcp, technical-mcp, polymarket-mcp, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill solves the problem of manually creating and receiving daily investment portfolio briefings by automating the generation and delivery of detailed, tiered portfolio briefings.

Core Features & Use Cases

  • Tiered Briefings: Provides three tiers of briefings: quick, full, and deep, catering to different levels of detail and complexity.
  • Automated Generation: Generates briefings using predefined models and processes, reducing manual effort.
  • Customization: Allows users to choose the specific type of briefing they want to receive and to customize the model for their needs.

Quick Start

Use the /briefing command to receive a quick briefing on your portfolio.

Frequently Asked Questions about briefing

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate daily investment portfolio briefings with market analysis?

You can automate daily investment portfolio briefings by using predefined machine learning models to generate tiered reports, incorporating sentiment analysis, market dynamics, and technical snapshot data from connected financial sources.

What levels of detail do automated portfolio briefings support?

Automated portfolio briefings support three tiers: quick, full, and deep. These tiers cater to different levels of detail and complexity, allowing you to choose the specific briefing type you want to receive for your daily market analysis.

Can I generate investment briefings using SEC EDGAR and yfinance data?

Yes, you can generate investment briefings using SEC EDGAR and yfinance data. The briefing process integrates with multiple financial data sources, including fmp-mcp, eodhd-mcp, and sec-edgar-mcp, to pull the required market dynamics and technical snapshots.

How do I get a quick portfolio briefing and customize the generation models?

You can get a quick portfolio briefing by using the designated briefing command. This allows you to choose the specific type of briefing you want to receive and customize the machine learning model used for content generation to fit your needs.

Does automated market analysis work with Polymarket and technical indicators?

Yes, automated market analysis works with Polymarket and technical indicators. The briefing system connects to polymarket-mcp and technical-mcp data sources to incorporate sentiment analysis and technical snapshot data into your portfolio briefings.

What are the limitations of using machine learning for daily portfolio briefings?

The limitations of using machine learning for daily portfolio briefings include the requirement to access external financial data sources and dependencies. The automated generation relies on predefined models and processes, which may require customization to suit specific portfolio analysis needs.