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skills/watchlist-review/SKILL.md
1.57 KB · Oct 4, 2026 · 12:27 UTC
--- name: watchlist-review description: Use when the user provides a list of tickers and wants a watchlist scan, daily review, triage, or quick summary across the whole list. --- # Watchlist Review The user's explicit instructions take precedence over this skill. Review a supplied watchlist without assuming any hidden portfolio or browser-saved symbols. Workflow: 1. Require the user to provide the ticker list if it is not present in the conversation. 2. Call `compare_stocks` on up to 30 tickers. Include fundamentals only when the user asks for valuation/company quality or when a slower-moving review is useful. 3. Organize results into: - strongest recent movers - weakest recent movers - unusual relative volume - high or low RSI extremes - names above/below key moving averages - high ATR% / volatility names 4. Do not call a stock 'good', 'bad', 'safe', or a guaranteed opportunity based on one indicator. 5. Note the data timestamp and that scanner prices are latest daily-bar closes unless a dedicated quote is requested. 6. If a specific ticker deserves closer inspection, call `get_stock_context` for that ticker before discussing it in detail. ## Shared boundaries - Use only tool-returned values for numerical market/fundamental claims. - Do not invent missing data. - Treat Yahoo/yfinance data as secondary market-data/provider metadata and not guaranteed exchange-grade real time. - Preserve timestamps and price-type/session distinctions when relevant. - The plugin is read-only and cannot place trades, move money, modify brokerage accounts, or execute transactions.
SHA-256: 6172b454cdb0631c74fc458ed87f4af5d41c9bd2f0c8adb72813fe5cc3930276