position-management
CommunityAutomate daily position plans and trading logs.
Finance & Accounting#automation#risk-management#position-management#bank-wealth-management#repo-scheduling#trading-logs#excel-data
Authorxfs96192
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the daily generation of next-day position arrangements, trading logs, and repo plans for bank wealth-management products, reducing manual workload and improving consistency.
Core Features & Use Cases
- Daily next-day position planning for multi-asset wealth-management products.
- Automated generation of trading logs and repo plans from input spreadsheets.
- Real-world scenario: finance desks provide data sheets; the Skill outputs an actionable set of plan and log.
Quick Start
Provide the next-day position plan and trading log using the supplied data sheets and output to the designated output directory.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: position-management Download link: https://github.com/xfs96192/claude-config/archive/main.zip#position-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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