skills.rest
Lost-in-mundane
Lost-in-mundaneCOMMUNITY
Explore all skills by this author →
GitHub

daily-report-setup

Collect and validate investment profile data into ~/.daily-report/profile.json.

Updated Apr 24, 2026
Search Tags:#dialogue#configure#local-files#profile#daily-report#watchlist
One-click install
npx skills add https://github.com/Lost-in-mundane/cxt-invest-DailyReport --skill daily-report-setup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: daily-report-setup
Source: https://github.com/Lost-in-mundane/cxt-invest-DailyReport/tree/main/daily-report-setup
Command: npx skills add https://github.com/Lost-in-mundane/cxt-invest-DailyReport --skill daily-report-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill configures or updates the investment diary's personal profile through a guided dialogue, collecting the markets you care about, your watchlist, positions, and reading preferences, and writes the result to ~/.daily-report/profile.json for the daily-report to consume.

Core Features & Use Cases

  • Guided, step-by-step collection of markets, watchlist, positions, and preferences to build a local profile.
  • Merges new inputs into an existing profile without overwriting fields you didn't mention, and stores the final profile at ~/.daily-report/profile.json.
  • Supports holding screenshots for quick position updates and validates inputs against the profile schema in references/profile_schema.md.

Quick Start

Start by telling me your markets and holdings preferences to begin configuring your daily-report profile.

Frequently Asked Questions about daily-report-setup

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

FAQPage Schema
How do I configure my daily investment report profile with a watchlist and positions?▼

To configure your daily investment report profile, engage in a guided dialogue that collects markets, watchlist, positions, and reading preferences, then writes the validated result to ~/.daily-report/profile.json.

Can I update my investment profile without overwriting my existing watchlist data?▼

You can update your investment profile without overwriting unspecified fields, because the skill merges new inputs into the existing local profile while preserving previously configured watchlist and position data.

How are invalid stock symbols handled when setting up a daily report profile?▼

Invalid stock symbols are caught during profile schema validation, which checks symbols via the fetch tool and safely handles missing or invalid data before saving the investment configuration.

What is the best way to add holding screenshots for position updates in a local investment profile?▼

The best way to update positions is to hold screenshots during the guided dialogue collection, allowing the skill to process visual holding data and merge the updates into your local profile.

Do I need to manually edit profile.json to change my daily report markets and reading preferences?▼

You do not need to manually edit profile.json to change markets or reading preferences, because the guided dialogue directly collects and validates your new inputs before merging them into the local profile file.

Related Skills

Explore More Data & Analytics Skills→
wewetv1987-cellwewetv1987-cell

stock-watcher

Manage a Chinese stock watchlist and summarize performance from 10jqka.com.cn.

Community
Intermediate
Lost-in-mundaneLost-in-mundane

daily-report-reset

Reset investment daily report profile data in ~/.daily-report/profile.json.

Community
Advanced
pinion05pinion05
3

yahoo-finance

Retrieve real-time and historical Yahoo Finance market data via yahoo-finance2 modules.

Community
Intermediate
chenmuwen0930-rgbchenmuwen0930-rgb
50

xueqiu-summary

Scrape Xueqiu expert posts, retrieve stock quotes, and generate investment reports.

Community
Advanced