Kubera

Read and manage Kubera.com portfolio data (net worth, assets, debts, allocation, holdings). Use when a user asks about their finances, net worth, portfolio, investments, holdings, asset allocation, or wants to update asset values in Kubera. Works with any AI agent or CLI that can run Python scripts.

Real Estate Investing

Analyze real estate investments with conservative underwriting, financing stress tests, diligence gates, and exit planning.

Investment Policy Statement Drafter

Use this skill when an IAR, CFP® practitioner, trust officer, or ERISA fiduciary needs to draft an Investment Policy Statement for an individual, trust, plan...

KIS Trading (한국투자증권)

한국투자증권(KIS) Open API를 이용한 국내 주식 트레이딩. 잔고 조회, 시세 확인, 매수/매도 주문, 매매 내역, 시장 개황 등. | Korean stock trading via KIS (Korea Investment & Securities) Open API. Balance, quotes, buy/sell orders, trade history, market overview.

IRS Strategy Development Skill

This skill should be used when the user needs to write, review, or debug trading strategies using the IRS (SunnyQuant Investment Research System) framework....

理财推荐

wealth management investing finance financial advisor Bank. Wealth Management. Investing. Wealth product descriptions and investment product recommendations....

理财推荐

wealth management investing finance financial advisor Bank. Wealth Management. Investing. Wealth product descriptions and investment product recommendations....