investment-strategy-cskill
CommunityDiscipline-driven investment strategy automation.
Finance & Accounting#automation#investment#risk-management#portfolio-management#phase-detection#live-prices#Indonesia
Authorazizikri
Version1.0.0
Installs0
System Documentation
What problem does it solve?
The Investment Strategy Execution Assistant helps Indonesian investors convert a complex, long-term framework into a repeatable, discipline-driven daily routine. By automating data collection, risk metrics, and phase-based allocation, it reduces emotional decision-making and keeps you aligned with your financial goals.
Core Features & Use Cases
- Live price tracking across IDX, US, and crypto markets using Yahoo Finance and CoinGecko.
- Phase-aware portfolio management that adapts Emergency Fund targets and investment allocation as you move from Foundation to Wealth Accumulation.
- Structured journaling and payday planning to log trades, analyze performance, and generate concrete execution steps with platforms like Bibit, Stockbit, Gotrade, and Tokocrypto.
- Deterministic automation via Python scripts that you run through the uv CLI, ensuring reproducible results.
Quick Start
- Initialize the project and dependencies with uv.
- Initialize portfolio and data with uv run python scripts/init_portfolio.py
- Start daily checks with uv run python scripts/daily_checkin.py
Dependency Matrix
Required Modules
yfinance>=0.2.0requests>=2.31.0pandas>=2.0.0numpy>=1.24.0
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: investment-strategy-cskill Download link: https://github.com/azizikri/investment-strategy-cskill/archive/main.zip#investment-strategy-cskill Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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