What is this
A Claude skill that lets you hand it a brokerage screenshot (or CSV / MCP feed) and get a 9-section institutional-grade daily portfolio report in 1-15 minutes — including concrete P0/P1/P2 actions, risk dashboard, Smart Money flow, and a devil's-advocate review.
Highlights
- 9 fixed sections every report (regime → holdings → deep research → smart money → risk → priority actions → calendar + devil's advocate)
- Three modes auto-selected by your phrasing: Quick (1-2 min) / Standard (4-6 min) / Deep (10-15 min)
- Three data sources, pick one: Screenshot (zero setup) / CSV / Broker MCP
- Pre-write payload gate — schema fail = abort, no half-baked reports
- P0 24-hour forced execution rule — execute or explicitly cancel, no "P0 monitoring" sham
- Disk-based session breadcrumbs — survive Claude context compaction
- Anti-bloat — distilled from a private predecessor (8 months / 11 versions / 64% governance) into ≤3000 lines, 4 core tools
Install (5 minutes)
git clone https://github.com/tom7523326/alphadesk-skill ~/Desktop/alphadesk-skill
export ALPHADESK_ROOT="$HOME/Desktop/my-portfolio"
mkdir -p "$ALPHADESK_ROOT" && cd "$ALPHADESK_ROOT"
cp -r ~/Desktop/alphadesk-skill/templates/basic/* .
cp -r ~/Desktop/alphadesk-skill/tools .
git init && git add -A && git commit -m "baseline" && git tag baseline
pip install jsonschemaThen in Claude: 今日日报 (or paste a brokerage screenshot).
Disclaimer
Structured analysis framework for personal use. Does NOT constitute financial advice. You are solely responsible for your investment decisions. See LICENSE.
Docs
- SKILL.md — Claude entry point
- README.md — full user manual
- OVERVIEW.md — value pitch (for skill marketplace)
- docs/ — workflow / architecture / governance / lessons-learned / data-sources / advanced