skills.rest
k1064190
k1064190COMMUNITY
Explore all skills by this author →
GitHub

isa-briefing

Automate monthly ISA contribution briefings with portfolio valuation, drift checking, tilt proposals, and allocation.

2|Updated Apr 6, 2026
Search Tags:#portfolio management#ETF#ISA#monthly briefing#contribution allocation
One-click install
npx skills add https://github.com/k1064190/stock-expectation --skill isa-briefing
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: isa-briefing
Source: https://github.com/k1064190/stock-expectation/tree/main/.claude/skills/isa-briefing
Command: npx skills add https://github.com/k1064190/stock-expectation --skill isa-briefing

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires bin/stock-cli, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the process of generating monthly contribution briefings for ISA accounts, providing insights on portfolio value, drift, potential tilts, and buy amounts for Korean ETFs.

Core Features & Use Cases

  • Monthly Briefing Generation: Automates the creation of monthly contribution briefings for ISA accounts.
  • Portfolio Valuation: Calculates and checks portfolio drift against target allocation.
  • Tilt Proposal: Optionally proposes a tilt within ±10% of the target allocation.
  • Contribution Allocation: Executes sell-free contribution allocator and composes a detailed Korean briefing.
  • Use Case: Ideal for users looking to streamline their ISA investment process and receive detailed, automated updates on their investments.

Quick Start

Run the 'isa-briefing' skill to generate your monthly ISA contribution briefing.

Frequently Asked Questions about isa-briefing

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

FAQPage Schema
How do I automate monthly ISA contribution briefings for Korean ETF portfolios?▼

Monthly ISA contribution briefings are automated by performing portfolio valuation, drift checking, tilt proposal, and contribution allocation for long-term Korean ETFs. You run the skill to generate a detailed briefing without manual calculation.

What is portfolio drift checking and how does it work for ISA accounts?▼

Portfolio drift checking compares your current Korean ETF allocation against target allocation. The skill calculates valuation and identifies deviations, then optionally proposes a tilt within ±10% to rebalance your ISA portfolio.

Do I need stock-cli to generate monthly ISA contribution briefings?▼

Yes, the 'bin/stock-cli' dependency is required to run the skill. You also need access to your 'isa' portfolio information so the tool can perform valuation and execute the sell-free contribution allocator.

How do I allocate monthly ISA contributions without selling existing ETF holdings?▼

The skill executes a sell-free contribution allocator to determine buy amounts for Korean ETFs. It calculates the allocation based on portfolio drift and proposed tilts, composing a detailed briefing for your monthly contribution.

Can I adjust my target ETF allocation when proposing a portfolio tilt?▼

The tilt proposal feature adjusts allocation within a ±10% range of your target allocation. This allows you to rebalance your ISA portfolio drift without exceeding the defined tilt boundary during monthly contributions.

What are the limitations of automating ISA briefings for long-term Korean ETFs?▼

The skill is specialized for ISA accounts with long-term Korean ETFs and requires the 'bin/stock-cli' tool. It focuses on sell-free contribution allocation and may not support complex trading strategies or non-ETF assets.

Related Skills

Explore More Finance & Accounting Skills→
ncrmroncrmro

portfolio_balancer.collect_portfolio_data

Collect Robinhood portfolio positions and prices into a structured YAML snapshot.

Community
Intermediate
zhuxiningzhuxining

股票分析

Analyze stock groups and market data to generate buy/sell signals and performance reports.

Community
Advanced
LerianStudioLerianStudio
205

portfolio-planning

Coordinate portfolio planning with gate-driven workflows for alignment and capacity.

Official
Advanced
luokai25luokai25

portfolio-management-expert

Creates asset allocation models and evaluates ETFs and funds for portfolios.

Community
Advanced