prune

Name: prune
Availability: InStock
Author: jameswong2011

Reviews investment theses and recommends closure or upgrade candidates from tracked portfolios.

2|Updated Apr 17, 2026

Search Tags:#investment #portfolio #portfolio management #reduction #theses #portfolio pruning

Ready to run

npx skills add https://github.com/jameswong2011/InvestmentVault --skill prune-jameswong2011

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: prune
Source: https://github.com/jameswong2011/InvestmentVault/tree/main/.claude/skills/prune
Command: npx skills add https://github.com/jameswong2011/InvestmentVault --skill prune-jameswong2011

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps users identify and remove outdated, weak, or low-conviction theses from their investment portfolio, reducing cognitive load and streamlining decision-making.

Core Features & Use Cases

Thesis Evaluation: Assesses the strength, freshness, and relevance of investment theses across multiple sectors.
Portfolio Pruning: Recommends specific theses for closure or upgrade based on evidence and research data.
Use Case: An investor wants to clean up a large portfolio by systematically closing slow or unconvincing positions and updating ongoing ones for accuracy.

Quick Start

Command the AI to analyze the current thesis portfolio and suggest actions to prune dead or weak ideas, then review the recommended changes for implementation.

Frequently Asked Questions about prune

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

FAQPage Schema

How do I systematically evaluate and remove weak investment theses from my portfolio?▼

To evaluate and remove weak investment theses, this Skill analyzes your research notes, sector data, and thesis logs to systematically identify outdated or low-conviction positions. It then recommends specific candidates for closure or upgrade to optimize overall portfolio performance.

What is portfolio pruning and how does it work with research data?▼

Portfolio pruning is the systematic review and removal of low-conviction investment theses. It works by assessing the strength, freshness, and relevance of your theses against current sector data and research notes to recommend closure or upgrade actions.

How do I identify low-conviction positions across multiple sectors for closure?▼

You can identify low-conviction positions by commanding the AI to analyze your current thesis portfolio against sector data. The Skill assesses thesis strength and relevance, suggesting specific slow or unconvincing ideas for closure or upgrade.

Can I use thesis logs and research notes to clean up a large investment portfolio?▼

Yes, you can clean up a large investment portfolio using your existing thesis logs and research notes. The Skill processes these inputs to evaluate thesis strength and freshness across multiple sectors, ensuring safety and consistency through manifest tracking and staged execution.

What is the best way to update ongoing investment theses for accuracy?▼

The best way to update ongoing investment theses for accuracy is to run a systematic review of your thesis logs and sector data. This Skill evaluates evidence and research data to recommend targeted upgrades for your active positions.

When should I not use a systematic approach to portfolio pruning?▼

You should reconsider systematic portfolio pruning if your investment theses lack documented research notes, sector data, or thesis logs. The Skill requires these inputs to accurately assess thesis strength, freshness, and relevance for safe staged execution.