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trade-guidance

Analyze Schwab portfolio data to generate profit-taking and income guidance.

Updated Apr 20, 2026
Search Tags:#portfolio#risk-analysis#income#dividends#investment-guidance#profit-taking
One-click install
npx skills add https://github.com/miladdavoodi9/ai-trading-assistant --skill trade-guidance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: trade-guidance
Source: https://github.com/miladdavoodi9/ai-trading-assistant/tree/main/skills/trade-guidance
Command: npx skills add https://github.com/miladdavoodi9/ai-trading-assistant --skill trade-guidance

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps self-directed investors extract actionable insights from their Schwab portfolio and generate profit-taking and income strategies, reducing decision latency and preserving privacy by operating locally with portfolio.json data.

Core Features & Use Cases

  • Identify winners and categorize them by gains (e.g., large, medium, moderate) to target profit-taking opportunities.
  • For each winning position, perform a profit-taking analysis using live data, score each winner with the outlined criteria, and generate specific trim recommendations.
  • Map current income from dividends, compare to benchmarks (10-year yield, SCHD, SPY), and propose income enhancements such as covered calls or dividend-growth additions.
  • Compile a consolidated, actionable plan including taxes, deployment of proceeds, and next steps, saved to TRADE-GUIDANCE.md.

Quick Start

Drop portfolio/portfolio.json into your Schwab export folder, then run /trade guidance to generate your personalized profit-taking and income plan.

Frequently Asked Questions about trade-guidance

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

FAQPage Schema
How do I generate profit-taking guidance from my Schwab portfolio data?▼

Profit-taking analysis scores each winning position in your portfolio.json against outlined criteria using live data, categorizing winners by gain size to determine specific trim recommendations and actionable sell signals.

How does dividend income mapping work against benchmarks like SCHD and SPY?▼

Dividend income mapping compares your current portfolio income against 10-year yield, SCHD, and SPY benchmarks, then proposes income enhancements like covered calls or dividend-growth additions to optimize yield.

Do I need a specific file format to run portfolio risk analysis locally?▼

Yes, you must export your Schwab account data as portfolio.json and place it in your Schwab export folder to run the local profit-taking and income guidance analysis.

What is included in the consolidated trade guidance plan?▼

The consolidated plan includes profit-taking trim recommendations, tax considerations, deployment of proceeds, income enhancement strategies, and next steps, all saved to TRADE-GUIDANCE.md.

Can I use this investment guidance for portfolios from other brokers?▼

No, the analysis is designed specifically for Schwab portfolio data formatted as portfolio.json, and does not support input from other brokerage platforms.

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