Generate an investment verdict and execution memo from Macro, Quant, and Risk analyses.
npx skills add https://github.com/longsizhuo/openInvest --skill cio-longsizhuo
Please help me install this Agent Skill. Skill: cio Source: https://github.com/longsizhuo/openInvest/tree/main/agents/skills/cio Command: npx skills add https://github.com/longsizhuo/openInvest --skill cio-longsizhuo
It converts independent Macro, Quant, and Risk Officer reports into a single, executable investment memo for a specific asset and user context.
VERDICT (BUY/ACCUMULATE/HOLD/TRIM/SELL) with numeric confidence and a concrete execution plan tailored to the asset (e.g., {{asset_name}} / {{asset_symbol}}).Ask an AI agent to run the invest committee and then use the CIO role to produce a Chinese memo for {{asset_name}}/{{asset_symbol}} with a required VERDICT, confidence, suggested allocation, and execution/risk plans.
High-intent search queries and answers about installing and using this skill.
To convert independent investment committee reports into an actionable portfolio decision, this skill integrates Macro, Quant, and Risk analyses to produce a final verdict with numeric confidence and an execution memo tailored to your specific asset context.
Generating an investment memo with capital allocation and risk guardrails requires synthesizing multiple independent analyses. This process produces a BUY, ACCUMULATE, HOLD, TRIM, or SELL verdict alongside explicit execution and risk plans.
Confidence downgrade logic works by applying risk-aware guardrails that automatically downgrade a verdict or enforce a conditional downshift, preventing over-accumulation or BUY decisions when high risk flags are detected in the integrated analyses.
Yes, you can enforce concentration limits and avoid default HOLD decisions by applying cash opportunity-cost logic, which requires an explicit ACCUMULATE action in low-concentration regimes and mandates explicit reasoning whenever a HOLD verdict is chosen.
Limitations when generating a CIO investment verdict include strict formatting requirements, a prohibition on tool-calls within this role, and the enforcement of guardrails like concentration limits and confidence-to-verdict downgrade rules.
Yes, you need independent Macro, Quant, and Risk Officer reports prepared beforehand. The skill integrates these separate inputs alongside your user context to generate the final numeric confidence, allocation sizing, and execution plan.
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