OferBlum

Investment Agent — Development skill for Claude Code

Development community

a private investing agent skill that analyzes your portofillo/wanted stocks.

How to install Investment Agent

This entry records only its repository, not the path inside it, so there is no exact command to give. Open OferBlum/Investment-Agent and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Investment Agent does

a private investing agent skill that analyzes your portofillo/wanted stocks.

Alternatives in Development

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Tentacle Planner — You are the Tentacle Planner — a meta-agent that analyzes this codebase and creates department tentacles to or 1.4k ★

README

Investment Agent

I manage my own portfolio, and checking every stock by hand takes a lot of time. So I built an AI agent that helps me with it, right inside my [Obsidian](https://obsidian.md/) vault.

It reads my live holdings from **Interactive Brokers** (through MCP), and loads only the skill it needs for each question. A quick check doesn't cost the same as a full report.

It helps me think, it doesn't decide for me. Not financial advice.

What it does

Portfolio check — live holdings from IBKR and a status for each position
Quick check — price, EMA150 and news for one stock
Position size — how many shares to buy, from my live account balance (Minervini, 1% risk per trade)
Stop loss — from EMA150, swing low, ATR and Fair Value Gaps
Chart analysis — EMA ribbon, RSI, MACD, volume, market structure and patterns
Fundamentals — 5 layers: profitability, valuation, cash flow, financial health, forward signals
Deep dive — fundamentals + chart + stop loss in one report, with an entry checklist
Weekly scan — all my holdings plus macro events to watch

How it works

The main skill handles the simple questions by itself. For anything bigger, it loads one specialized skill — only when it's needed:

Question	Skill loaded
Quick check / weekly scan / position size	Main skill only
Stop loss	`SKILL-investment-stop-loss.md`
Chart analysis	`SKILL-investment-graph.md`
Fundamentals	`SKILL-investment-fundamental.md`
Deep dive	`SKILL-investment-deep-analyze.md`

The **deep dive** runs the fundamental, chart and stop-loss skills one after the other, then sums it all up into a recommendation with a 14-point entry checklist and a risk/reward calculation.

Investment-Agent/
├── SKILL-investment-agent.md          # Main skill: routing, quick check, position size, weekly scan
├── SKILL-investment-deep-analyze.md   # Runs fundamental + chart + stop loss → one report
├── SKILL-investment