Daily portfolio monitoring

Skill ternary-ai/skills/skills/advanced/daily-portfolio-monitoring

Monitors thesis drift across holdings using daily news, earnings releases, price moves, and regulatory filings; outputs thesis status and action recommendations. Use during the daily execution cycle.From its SKILL.md

Install

npx -y skills add ternary-ai/skills --skill daily-portfolio-monitoring

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SKILL.md

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Daily Portfolio Monitoring

Purpose: Detect thesis drift in real time.

Trigger: Daily execution cycle.

Inputs:

News flow
Earnings releases
Price moves
Regulatory filings

Data Sources

Follow this order — do not ask the user which source to use:

Context first: Check <stock_context> and <acquired_data> for holdings list, yesterday's prices, and any recent news or earnings already fetched. If today's price moves and recent news are present → proceed directly to Process.
Fetch if missing: Call for each holding:
- GLOBAL_QUOTE — current price and daily % change
- NEWS_SENTIMENT — last 24-hour news and sentiment for each ticker
- EARNINGS — check for surprise if an earnings release was today
Ask only if both fail: Call request_user_input asking for the specific missing field only (e.g. "Please provide your current holdings list").

Process:

Map news to thesis assumptions.
Detect deviation from KPIs.
Identify volatility-driven opportunities.
Flag structural risk changes.

Output:

Thesis intact / weakened / broken classification
Action recommendation

Output Format

Write a daily monitoring report in markdown format:

## Daily Portfolio Monitoring Report
**Report Date**: {Date}

### Holdings Review
[For each monitored position:]

#### {TICKER} — {Position Size}%
- **Price**: $X (±Y% today)
- **Thesis Status**: [INTACT / WEAKENED / BROKEN]
- **Action**: [Hold / Review / Alert]

**Material Developments**:
- [News headline or event, if any]
- [Earnings surprise, guidance change, regulatory filing]
- [Insider transaction, analyst action]

**Thesis Impact**:  
[One sentence: Does this reinforce or contradict the original investment case?]

---

### Action Required
[List any positions requiring immediate attention with specific next steps]

### Monitoring Queue
[List positions with upcoming catalysts or events to track]

Thesis Field Rule: Always populate the thesis field in the JSON output with the complete daily monitoring report. This is an advanced skill — thesis upserting is mandatory. ⚠️ Extended thinking is discarded — copy the complete analysis into the thesis field; it is the ONLY output that reaches the Thesis panel.

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.