investment-management SKILL.md skillA
investment-management from broomva/skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add broomva/skills/investment-management@git:20260628.aa6a326Pins git:20260628.aa6a326 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- broomva/skills
- Path
skills/finance/investment-management/SKILL.md- Versions recorded
- 2
- Latest version
- git:20260628.aa6a326, committed Jun 28, 2026
- First version recorded
- Jun 28, 2026
- Size
- 23,740 bytes
- Repository stars
- 5
- License
- MIT
Investment management skill — portfolio construction, analysis, and execution. Compounds finance-substrate (accounting/tax) + wealth-management (projections/goals) into a full financial framework. Covers traditional investing (stocks, ETFs, bonds), alternatives (crypto, prediction markets, real estate, VC), quantitative analytics (factor models, Monte Carlo, optimization), and platform integration (Alpaca, Coinbase, Polymarket, agent-browser for Colombian platforms). Embodies philosophies from…
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Investment Management
Full-stack investment management: from philosophy to execution. Research, analyze,
decide, execute, track, and optimize across traditional and alternative asset classes.
## Financial Management Stack
```
finance-substrate (Layer 1: Accounting & Tax)
├── Bank transaction import, certificate parsing
├── Form 210 tax projection, DIAN integration
├── Parafiscales, patrimonio, retenciones
└── Gmail document collector
↓
wealth-management (Layer 2: Planning & Projections)
├── Compound growth projections
├── Goal-based planning, Monte Carlo
├── Portfolio summary & asset allocation
└── Budget planning with tax savings
↓
investment-management (Layer 3: Analysis & Execution) ← THIS SKILL
├── RESEARCH: Market data, fundamentals, screening
├── ANALYZE: Factor models, backtests, risk metrics
├── DECIDE: Philosophy-driven frameworks, scoring
├── EXECUTE: Trade via APIs (Alpaca, Coinbase, Polymarket)
├── TRACK: Multi-platform position aggregation
└── OPTIMIZE: Rebalancing, tax-loss harvesting, lot management
```
## Investment Philosophies (Built-in Frameworks)
…Read the whole file at its exact version.
How to install
mdr add broomva/skills/investment-management@sha256:fabf75393677baa3The line at the top of this page pins the label git:20260628.aa6a326, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_u6jmhalqhv2jtxnn)
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Versions
The registry has recorded 2 versions of this file, all committed on Jun 28, 2026.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260628.aa6a326 latest | 2026-06-28 | aa6a326 | 23,740 B | A | view · diff |
| git:20260628.9edbf07 | 2026-06-28 | 9edbf07 | 22,461 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (23740 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
broomva/skills · 5 stars · license MIT · pushed 2026-11-07 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_u6jmhalqhv2jtxnn GET https://markdownregistry.com/api/v1/resolve?ref=broomva/skills/investment-management GET https://markdownregistry.com/api/v1/blob/fabf75393677baa39bba6ebe691b1ba02fbf3047690bbbe59e5d590c99628a43
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.