investment-research

Automates investment research across equities, crypto, prediction markets, and scheduled reports to multiple platforms.

Updated May 9, 2026
One-click install
npx skills add https://github.com/LuminaVault/LuminaVaultServer --skill investment-research-luminavault
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-research
Source: https://github.com/LuminaVault/LuminaVaultServer/tree/main/Sources/App/Resources/Skills/stock-trading/investment-research
Command: npx skills add https://github.com/LuminaVault/LuminaVaultServer --skill investment-research-luminavault

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance, pandas, matplotlib, feedparser, sec-edgar-downloader, python-dotenv, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the need for automated investment research and insights delivery, streamlining the analysis of multiple asset classes and providing actionable information.

Core Features & Use Cases

  • Thought Leader Monitoring: Track insights from key analysts and investors.
  • Institutional Flow Analysis: Monitor changes in institutional positioning.
  • Earnings Intelligence: Analyze earnings reports and market sentiment.
  • Portfolio Stress Testing: Evaluate portfolio performance under various scenarios.
  • Diversification Dashboard: Real-time tracking and rebalancing recommendations.
  • Multi-Platform Delivery: Automated briefs to Discord, Telegram, Slack, and Email.
  • Use Case: For a portfolio manager looking to automate the process of gathering and analyzing investment research across equities, crypto, and prediction markets.

Quick Start

Use the investment-research skill to generate a comprehensive investment brief for your portfolio.

Frequently Asked Questions about investment-research

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

FAQPage Schema
How do I automate investment research across multiple asset classes?

You can automate investment research by tracking institutional flows, earnings intelligence, and thought leaders across equities, crypto, and prediction markets. This process streamlines portfolio analysis and delivers actionable insights through automated scheduled reports.

How can I run portfolio stress testing and diversification analysis?

Portfolio stress testing evaluates your investments under various market scenarios, while diversification analysis provides real-time tracking and rebalancing recommendations. This combination ensures your portfolio maintains optimal risk distribution across different asset classes.

Can I deliver automated financial analysis briefs to Discord, Telegram, and Slack?

Yes, you can deliver automated financial analysis briefs directly to Discord, Telegram, and Slack. Multi-platform delivery ensures your investment research and insights reach your preferred communication channels automatically.

Do I need Python and financial data APIs to run automated portfolio analysis?

Yes, you need Python and various financial data APIs to run automated portfolio analysis. The environment utilizes dependencies like yfinance, pandas, and sec-edgar-downloader to aggregate data and generate investment insights.

What is the best way to monitor institutional flows and earnings intelligence?

The best way to monitor institutional flows and earnings intelligence is through automated data aggregation. This approach monitors changes in institutional positioning and analyzes earnings reports to capture market sentiment without manual data entry.