skills.rest
azizikri
azizikriCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

investment-strategy-cskill

Orchestrate daily portfolio health checks and weekly reviews via Python scripts.

1|1|Updated Jan 4, 2026
Search Tags:#automation#investment#risk-management#portfolio-management#phase-detection#live-prices#Indonesia
One-click install
npx skills add https://github.com/azizikri/investment-strategy-cskill --skill investment-strategy-cskill
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investment-strategy-cskill
Source: https://github.com/azizikri/investment-strategy-cskill/tree/main
Command: npx skills add https://github.com/azizikri/investment-strategy-cskill --skill investment-strategy-cskill

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance>=0.2.0, requests>=2.31.0, pandas>=2.0.0, numpy>=1.24.0, and includes scripts (resource) and references (resource) components.

What problem does it solve?

The Investment Strategy Execution Assistant helps Indonesian investors convert a complex, long-term framework into a repeatable, discipline-driven daily routine. By automating data collection, risk metrics, and phase-based allocation, it reduces emotional decision-making and keeps you aligned with your financial goals.

Core Features & Use Cases

  • Live price tracking across IDX, US, and crypto markets using Yahoo Finance and CoinGecko.
  • Phase-aware portfolio management that adapts Emergency Fund targets and investment allocation as you move from Foundation to Wealth Accumulation.
  • Structured journaling and payday planning to log trades, analyze performance, and generate concrete execution steps with platforms like Bibit, Stockbit, Gotrade, and Tokocrypto.
  • Deterministic automation via Python scripts that you run through the uv CLI, ensuring reproducible results.

Quick Start

  • Initialize the project and dependencies with uv.
  • Initialize portfolio and data with uv run python scripts/init_portfolio.py
  • Start daily checks with uv run python scripts/daily_checkin.py

Frequently Asked Questions about investment-strategy-cskill

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

FAQPage Schema
How do I automate daily portfolio health checks for IDX and US stocks?▼

Automate daily portfolio health checks by running the daily_checkin.py Python script via the uv CLI. It uses yfinance to fetch live prices and calculates risk metrics, updating your local data/portfolio.json file.

How does phase-aware portfolio management adapt asset allocation?▼

Phase-aware portfolio management detects your lifecycle stage, from Emergency Fund buildup to Wealth Accumulation, adjusting Core-Satellite portfolio allocation and targets dynamically using local journal and progress data.

Can I track live crypto prices alongside Indonesian stock market investments?▼

Yes, you can track live crypto prices alongside Indonesian and US stocks. The scripts fetch live market data using Yahoo Finance and CoinGecko APIs to update your local portfolio metrics.

What Python dependencies do I need for investment strategy automation?▼

You need yfinance, requests, pandas, and numpy for investment strategy automation. Use the uv CLI to initialize the project environment and install these required dependencies.

Does this investment workflow support trading platforms like Bibit and Tokocrypto?▼

Yes, the investment workflow supports trading platforms like Bibit, Stockbit, Gotrade, and Tokocrypto. Payday planning scripts generate concrete execution steps tailored to these specific platforms.

What's the best way to log trades and review portfolio performance weekly?▼

The best way to log trades and review weekly performance is using the structured journaling workflow. It records trades in data/journal.json and runs review scripts to analyze portfolio results locally.

Related Skills

Explore More Finance & Accounting Skills→
SethyPagnaSethyPagna

solana

Retrieve Solana wallet, token, transaction, NFT, and price data via RPC and CoinGecko.

Community
Intermediate
stbenjamstbenjam
2

use-goodreads-export

Query and analyze Goodreads CSV exports for books, shelves, and reading statistics.

Community
Intermediate
kayzaakayzaa
5

risk-calculator

Calculate portfolio risk metrics including VaR, Sharpe ratio, and position sizing.

Community
Advanced
terrylicaterrylica

data-pipeline-monitoring

Monitor Cloud Platform dual-pipeline health, logs, and alerts via scripts.

Community
Advanced