Home /Claude Skills /agentic-investment-management
Recommended

Agentic Investment Management

Say goodbye to manual risk calculations forever
Let AI be your 24/7 financial advisor
Core Principle:
An institutional-grade AI investment system orchestrating 12 specialized agents through deterministic workflows for automated portfolio management, risk analysis, and tax optimization. No coding needed—just simple commands for professional-grade financial insights.
KEY FEATURES
01One-Check Health
Daily automated portfolio diagnostics
02Smart Rebalance
Tax-aware optimization with policy constraints
03Risk Brakes
Automatic trading halt on ES breaches
04Tax Guardian
Auto-detects wash sales with IRS audit trail
github.com/hvkshetry/agentic-investment-management
development·hvkshetry·2025-11-04·5·🔱 2
Curated by agent-skills.cc
Installation
Download
HTTPS
git clone https://github.com/hvkshetry/agentic-investment-management.git
SSH
git clone [email protected]:hvkshetry/agentic-investment-management.git
GitHub CLI
gh repo clone hvkshetry/agentic-investment-management
FAQ
Q: What are the installation steps for Agentic Investment Management Agent Skills?
1.Launch: Enter /daily-check or /rebalance
2.AI Assembly: 12 specialist agents execute workflow
3.Risk Review: Validates through 7 policy gates
4.Output: Generates full audit trail in ./runs/
Q: What are the highlights of Agentic Investment Management Agent Skills?
  • 12 specialist AIs collaborating
  • Non-negotiable risk limits
  • Auto tax compliance
  • Real-time market feeds
Q: What are the use cases for Agentic Investment Management Agent Skills?
  • Daily portfolio checkup
  • Quarterly rebalancing
  • Year-end tax planning
  • Policy shock response
Q: What are the limitations of Agentic Investment Management Agent Skills?
  • Requires Claude CLI
  • No crypto support