Dotforge Stack Trading
Plugin Verifiziert AktivTrading & investment analysis — thesis tracking, earnings watch, screening, catalyst calendar, backtesting ADR gate. AR + US markets.
To empower traders and investors with structured tools for analyzing market data, tracking investment theses, and staying informed about market events.
Funktionen
- Investment thesis tracking
- Quantitative and thematic stock screening
- Post-earnings analysis
- Catalyst event calendar
- Support for AR (BYMA, CEDEARs) and US markets
Anwendungsfälle
- Tracking the conviction and performance of investment theses.
- Identifying potential investment opportunities through targeted stock screens.
- Quickly assessing the impact of earnings reports on existing theses.
- Staying informed about upcoming market-moving events for portfolio positions.
Nicht-Ziele
- Providing full-scale investment initiation reports.
- Replacing automated trading execution.
- Offering real-time market data feeds.
- Performing deep financial statement audits.
Installation
/plugin install trading@luiseiman-claude-kitEnthält 4 Erweiterungen
Skill (4)
Maintain calendar of upcoming catalysts for portfolio positions and watchlist. Earnings dates, ex-div dates, regulatory events, macro releases. Triggers on "catalysts", "upcoming events", "earnings calendar", "what's coming up", "catalyst calendar".
Quick post-earnings analysis for portfolio holdings. Beat/miss, key metrics, thesis impact, estimate revision. Triggers on "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "post-earnings".
Run quantitative or thematic stock screens to surface investment ideas. Supports AR (BYMA, CEDEARs) and US markets. Triggers on "screen", "stock screen", "find stocks", "investment ideas", "what looks interesting".
Track and update investment theses for portfolio positions and watchlist. Maintains scorecard of pillars, catalysts, and conviction level. Triggers on "update thesis", "thesis check", "is my thesis intact", "add data point", "review positions".
Qualitätspunktzahl
VerifiziertVertrauenssignale
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