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review

Aggregate portfolio, research, and meeting data into structured Obsidian reviews.

Updated Aug 23, 2026
Search Tags:#automation#analysis#investment#reporting#obsidian#portfolio#review
One-click install
npx skills add https://github.com/robinlllll/claude-code-skills --skill review-robinlllll
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: review
Source: https://github.com/robinlllll/claude-code-skills/tree/main/review
Command: npx skills add https://github.com/robinlllll/claude-code-skills --skill review-robinlllll

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires httpx, yaml, and includes scripts (resource) components.

What problem does it solve?

Aggregates portfolio activity, research notes, meetings, and inbox items to generate a structured weekly or monthly investment review in Obsidian, saving time and ensuring consistency.

Core Features & Use Cases

  • Consolidates data from multiple sources (Portfolio trades, research notes, earnings analysis, thesis updates, weekly meetings, inbox, and podcasts) into a single review document.
  • Outputs to Obsidian with a standardized markdown format, including ticker highlights, action items, and linked notes for deeper context.
  • Supports custom date ranges and optional advanced modes for large datasets or multi-source coordination.

Quick Start

Use a period command like /review week or /review month to generate and save the review to Obsidian.

Frequently Asked Questions about review

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

FAQPage Schema
How do I automate weekly investment portfolio reviews in Obsidian?▼

Weekly investment portfolio reviews aggregate trades, research notes, and meetings into a standardized Obsidian markdown document. This skill normalizes cross-source data to generate a ready-to-use review file with action items.

How does multi-source data aggregation work for investment reporting?▼

Multi-source data aggregation for investment reporting scans portfolios, inboxes, and podcasts in parallel. It normalizes earnings analysis and thesis updates into a single structured output for routine review workflows.

Can I generate custom date range investment reports for large datasets?▼

Yes, generating custom date range investment reports for large datasets is supported. The skill accommodates flexible date ranges and features an optional advanced team-mode orchestration for multi-source coordination and parallel data scans.

Does this investment review automation require any specific dependencies?▼

Investment review automation requires the httpx and yaml dependencies to execute its underlying scripts. You need these libraries installed in your environment to facilitate multi-source data collection and configuration parsing.

What is the best way to consolidate research notes and meetings into a portfolio review?▼

The best way to consolidate research notes and meetings into a portfolio review is using a period command like /review week. This automatically extracts ticker highlights and links notes for deeper context in the final markdown output.

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