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Investment, Trading & Crypto Workflows

Version: 1.0.0 Last Updated: December 12, 2025 Category: Financial Automation Workflows Total Workflows: 50

Table of Contents​

  1. Investment Portfolio (10 H.P.006-WORKFLOWS)
  2. Stock Trading (10 H.P.006-WORKFLOWS)
  3. Cryptocurrency (10 H.P.006-WORKFLOWS)
  4. Real Estate Investing (10 H.P.006-WORKFLOWS)
  5. Alternative Investments (10 H.P.006-WORKFLOWS)

Workflow Phases​

Phase 1: Initialization​

Set up prerequisites and validate inputs.

Phase 2: Processing​

Execute the main workflow steps.

Phase 3: Verification​

Validate outputs and confirm completion.

Phase 4: Finalization​

Clean up and generate reports.

Investment Portfolio​

1. portfolio-analysis-comprehensive​

  • Description: Complete portfolio analysis with asset allocation, performance metrics, risk assessment, and rebalancing recommendations.
  • Trigger: /analyze-portfolio or manual
  • Complexity: complex
  • Duration: 15-30m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: financial-analyst, data-analyst, research-agent
    • Commands: /export-portfolio-data, /generate-report
  • Steps:
    1. Data Import - financial-analyst - Import portfolio holdings from broker APIs or CSV
    2. Position Analysis - data-analyst - Calculate current allocation, cost basis, unrealized gains/losses
    3. Performance Metrics - financial-analyst - Calculate ROI, Sharpe ratio, alpha, beta vs benchmarks
    4. Risk Assessment - financial-analyst - Analyze volatility, concentration risk, correlation matrix
    5. Rebalancing Analysis - financial-analyst - Compare current vs target allocation, recommend trades
    6. Report Generation - documentation-writer - Create comprehensive PDF report with visualizations
    7. Validation - qa-specialist - Verify calculations and data integrity
    8. Review - code-reviewer - Human review of recommendations before execution
  • Tags: portfolio, analysis, rebalancing, risk-management, performance

2. dividend-tracking-automation​

  • Description: Automated tracking of dividend payments, reinvestment calculations, and yield-on-cost analysis.
  • Trigger: /track-dividends or scheduled daily
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: required, review: none
  • Dependencies:
    • Agents: financial-analyst, data-analyst, notification-specialist
    • Commands: /import-dividend-data, /calculate-yield
  • Steps:
    1. Data Collection - financial-analyst - Fetch dividend announcements and payment dates
    2. Payment Tracking - data-analyst - Record ex-dates, payment dates, amounts received
    3. Yield Calculation - financial-analyst - Calculate current yield, yield-on-cost, dividend growth rate
    4. Reinvestment Planning - financial-analyst - Calculate DRIP shares or alternative investments
    5. Tax Analysis - financial-analyst - Categorize qualified vs non-qualified dividends
    6. Notification - notification-specialist - Send alerts for upcoming dividend payments
    7. Report Update - documentation-writer - Update dividend tracking spreadsheet/dashboard
    8. Validation - qa-specialist - Verify payment amounts match expectations
  • Tags: dividends, passive-income, yield, drip, tax-planning

3. tax-loss-harvesting​

  • Description: Identify tax-loss harvesting opportunities, ensure wash-sale compliance, and optimize capital gains/losses.
  • Trigger: /harvest-losses or quarterly
  • Complexity: complex
  • Duration: 15-30m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: financial-analyst, tax-specialist, compliance-specialist
    • Commands: /analyze-tax-lots, /find-alternatives
  • Steps:
    1. Position Analysis - financial-analyst - Identify positions with unrealized losses
    2. Tax Lot Review - tax-specialist - Analyze specific vs FIFO cost basis methods
    3. Wash Sale Check - compliance-specialist - Review 30-day window for wash sale violations
    4. Alternative Search - research-agent - Find similar securities to maintain exposure
    5. Trade Planning - financial-analyst - Create sell orders for losses, buy orders for alternatives
    6. Tax Impact Calculation - tax-specialist - Project tax savings and carryforward losses
    7. Documentation - documentation-writer - Create audit trail for tax reporting
    8. Execution Validation - qa-specialist - Verify trades executed correctly
    9. Final Review - code-reviewer - Human approval before trade execution
  • Tags: tax-optimization, capital-losses, wash-sale, tax-planning, year-end

4. performance-reporting-monthly​

  • Description: Generate monthly portfolio performance reports with benchmarking, attribution analysis, and trend visualization.
  • Trigger: /generate-performance-report or monthly schedule
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: financial-analyst, data-analyst, visualization-specialist
    • Commands: /export-performance-data, /generate-charts
  • Steps:
    1. Data Aggregation - data-analyst - Collect month-end positions, transactions, cash flows
    2. Return Calculation - financial-analyst - Calculate time-weighted and money-weighted returns
    3. Benchmark Comparison - financial-analyst - Compare vs S&P 500, target allocation benchmarks
    4. Attribution Analysis - financial-analyst - Break down returns by asset class, sector, security
    5. Risk Metrics - financial-analyst - Calculate volatility, max drawdown, risk-adjusted returns
    6. Visualization - visualization-specialist - Create charts for returns, allocation, trends
    7. Report Assembly - documentation-writer - Compile PDF report with executive summary
    8. Distribution - notification-specialist - Email report to stakeholders
  • Tags: performance, reporting, benchmarking, attribution, monthly

5. risk-assessment-quarterly​

  • Description: Comprehensive quarterly risk assessment including portfolio volatility, stress testing, and risk tolerance alignment.
  • Trigger: /assess-risk or quarterly
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: financial-analyst, risk-analyst, research-agent
    • Commands: /calculate-var, /stress-test
  • Steps:
    1. Portfolio Snapshot - data-analyst - Capture current holdings and allocation
    2. Volatility Analysis - risk-analyst - Calculate portfolio standard deviation, beta
    3. Value at Risk - risk-analyst - Calculate VaR and CVaR at 95% and 99% confidence
    4. Correlation Analysis - financial-analyst - Build correlation matrix, identify concentration risks
    5. Stress Testing - risk-analyst - Model portfolio under historical crisis scenarios
    6. Factor Exposure - financial-analyst - Analyze exposure to market, size, value, momentum factors
    7. Risk Tolerance Review - financial-analyst - Compare risk metrics vs investor risk profile
    8. Recommendations - senior-architect - Suggest risk mitigation strategies
    9. Report Generation - documentation-writer - Create comprehensive risk report
    10. Review - code-reviewer - Stakeholder review of findings
  • Tags: risk-management, var, stress-testing, volatility, quarterly

6. asset-allocation-rebalancing​

  • Description: Automated portfolio rebalancing to maintain target asset allocation within tolerance bands.
  • Trigger: /rebalance-portfolio or manual
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: financial-analyst, trade-executor, tax-specialist
    • Commands: /calculate-allocation, /generate-trades
  • Steps:
    1. Current Allocation - financial-analyst - Calculate current asset class percentages
    2. Drift Analysis - financial-analyst - Compare vs target allocation, identify drift
    3. Threshold Check - financial-analyst - Determine if rebalancing thresholds exceeded
    4. Tax Consideration - tax-specialist - Evaluate tax impact of proposed trades
    5. Trade Calculation - financial-analyst - Calculate exact shares to buy/sell
    6. Order Generation - trade-executor - Create rebalancing trade orders
    7. Cost Analysis - financial-analyst - Calculate trading costs and tax impact
    8. Approval - code-reviewer - Human approval of trade list
    9. Execution - trade-executor - Submit orders to broker
    10. Validation - qa-specialist - Verify new allocation matches target
  • Tags: rebalancing, asset-allocation, portfolio-management, automation

7. benchmark-comparison-analysis​

  • Description: Compare portfolio performance against relevant benchmarks with statistical significance testing.
  • Trigger: /compare-benchmarks or manual
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: financial-analyst, data-analyst, research-agent
    • Commands: /fetch-benchmark-data, /calculate-metrics
  • Steps:
    1. Benchmark Selection - financial-analyst - Choose appropriate benchmarks (S&P 500, total market, etc.)
    2. Data Collection - data-analyst - Download historical benchmark returns
    3. Return Calculation - financial-analyst - Calculate portfolio returns for same time periods
    4. Relative Performance - financial-analyst - Calculate alpha, tracking error, information ratio
    5. Statistical Testing - data-analyst - Test if outperformance is statistically significant
    6. Attribution Analysis - financial-analyst - Determine sources of over/underperformance
    7. Visualization - visualization-specialist - Create performance comparison charts
    8. Report Generation - documentation-writer - Summarize findings with actionable insights
  • Tags: benchmarking, performance, alpha, statistical-analysis

8. fee-analysis-optimization​

  • Description: Analyze portfolio fees (expense ratios, advisor fees, trading costs) and identify optimization opportunities.
  • Trigger: /analyze-fees or annual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: financial-analyst, research-agent, cost-optimizer
    • Commands: /calculate-fees, /find-alternatives
  • Steps:
    1. Fee Collection - data-analyst - Extract all fees: expense ratios, 12b-1, advisor, trading
    2. Cost Calculation - financial-analyst - Calculate total cost of ownership as percentage
    3. Historical Analysis - financial-analyst - Analyze fees paid over 1, 3, 5 years
    4. Alternative Research - research-agent - Find lower-cost alternatives for each holding
    5. Impact Projection - financial-analyst - Calculate long-term impact of fee reduction
    6. Tax Consideration - tax-specialist - Evaluate tax impact of fund swaps
    7. Recommendation - financial-analyst - Prioritize fee reduction opportunities
    8. Report - documentation-writer - Create fee analysis report with action items
  • Tags: fees, expense-ratio, cost-optimization, value-engineering

9. retirement-planning-projection​

  • Description: Project retirement portfolio growth, calculate withdrawal sustainability, and optimize retirement strategy.
  • Trigger: /project-retirement or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: financial-analyst, monte-carlo-specialist, tax-specialist
    • Commands: /run-simulation, /calculate-swr
  • Steps:
    1. Data Input - financial-analyst - Current portfolio value, retirement age, expected contributions
    2. Assumption Setting - financial-analyst - Return expectations, inflation, life expectancy
    3. Monte Carlo Simulation - monte-carlo-specialist - Run 10,000 scenarios of portfolio growth
    4. Withdrawal Analysis - financial-analyst - Test 3%, 4%, 5% withdrawal rates
    5. Social Security Integration - financial-analyst - Factor in expected SS benefits
    6. Tax Optimization - tax-specialist - Plan Roth conversions, RMD strategy
    7. Risk Analysis - risk-analyst - Calculate probability of success for different scenarios
    8. Sensitivity Analysis - data-analyst - Show impact of return assumptions, inflation changes
    9. Visualization - visualization-specialist - Create retirement projection charts
    10. Report - documentation-writer - Generate comprehensive retirement plan
  • Tags: retirement, monte-carlo, withdrawal-rate, financial-planning

10. portfolio-health-dashboard​

  • Description: Real-time dashboard showing portfolio health metrics, alerts, and actionable insights.
  • Trigger: /update-dashboard or real-time
  • Complexity: moderate
  • Duration: 1-5m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: dashboard-builder, financial-analyst, notification-specialist
    • Commands: /refresh-data, /check-alerts
  • Steps:
    1. Data Refresh - data-analyst - Pull latest prices, positions, transactions
    2. Metric Calculation - financial-analyst - Update all key metrics (returns, allocation, risk)
    3. Alert Check - notification-specialist - Check for threshold breaches (drift, losses, fees)
    4. Trend Analysis - data-analyst - Calculate short-term and long-term trends
    5. Action Items - financial-analyst - Generate prioritized to-do list
    6. Visualization Update - dashboard-builder - Refresh all charts and gauges
    7. Mobile Notification - notification-specialist - Push critical alerts to mobile
    8. Dashboard Publish - dashboard-builder - Update live dashboard
  • Tags: dashboard, real-time, monitoring, alerts, health-check

Stock Trading​

11. market-analysis-daily​

  • Description: Automated daily market analysis including sector performance, market breadth, and trend identification.
  • Trigger: /analyze-market or daily pre-market
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: market-analyst, technical-analyst, sentiment-analyst
    • Commands: /fetch-market-data, /analyze-breadth
  • Steps:
    1. Index Analysis - market-analyst - Review S&P 500, Nasdaq, Dow performance
    2. Sector Rotation - market-analyst - Identify leading and lagging sectors
    3. Breadth Analysis - technical-analyst - Calculate advance/decline ratio, new highs/lows
    4. Volume Analysis - technical-analyst - Analyze volume trends and climax indicators
    5. VIX Analysis - market-analyst - Review volatility index for fear/greed signals
    6. Trend Identification - technical-analyst - Determine market regime (bull, bear, range)
    7. News Sentiment - sentiment-analyst - Aggregate market sentiment from news/social
    8. Report Generation - documentation-writer - Create morning market briefing
    9. Distribution - notification-specialist - Email/push notification to traders
  • Tags: market-analysis, daily, sectors, breadth, pre-market

12. trade-execution-smart-order​

  • Description: Execute trades with intelligent order routing, slippage minimization, and execution quality monitoring.
  • Trigger: /execute-trade [symbol] [quantity] [order-type]
  • Complexity: complex
  • Duration: 1-5m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: trade-executor, market-analyst, compliance-specialist
    • Commands: /check-liquidity, /route-order
  • Steps:
    1. Pre-Trade Check - compliance-specialist - Verify sufficient buying power, margin compliance
    2. Liquidity Analysis - market-analyst - Check volume, bid-ask spread, order book depth
    3. Order Type Selection - trade-executor - Choose market, limit, VWAP based on conditions
    4. Price Optimization - trade-executor - Set limit price to minimize slippage
    5. Order Routing - trade-executor - Route to best execution venue
    6. Partial Fill Management - trade-executor - Monitor fills, adjust remaining order
    7. Execution Monitoring - trade-executor - Track execution price vs benchmark
    8. Post-Trade Analysis - market-analyst - Calculate execution quality, slippage
    9. Confirmation - notification-specialist - Send trade confirmation notification
    10. Logging - data-analyst - Record trade details for journal and analysis
  • Tags: trade-execution, smart-order, slippage, execution-quality

13. position-sizing-calculator​

  • Description: Calculate optimal position size based on risk tolerance, portfolio value, and volatility.
  • Trigger: /calculate-position-size [symbol] [entry-price] [stop-loss]
  • Complexity: simple
  • Duration: 1-5m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: risk-analyst, financial-analyst
    • Commands: /get-portfolio-value, /calculate-volatility
  • Steps:
    1. Risk Parameters - risk-analyst - Get max risk per trade (e.g., 1% of portfolio)
    2. Portfolio Value - financial-analyst - Fetch current portfolio value
    3. Risk Amount - risk-analyst - Calculate dollar risk (portfolio * risk %)
    4. Price Range - risk-analyst - Calculate entry to stop-loss distance
    5. Share Calculation - risk-analyst - Divide risk amount by price range
    6. Volatility Adjustment - risk-analyst - Reduce size for high volatility stocks
    7. Margin Check - compliance-specialist - Verify position within margin limits
    8. Recommendation - risk-analyst - Return recommended share quantity
  • Tags: position-sizing, risk-management, volatility, kelly-criterion

14. stop-loss-management-dynamic​

  • Description: Dynamically adjust stop-loss orders based on volatility, support levels, and profit targets.
  • Trigger: /manage-stops or real-time monitoring
  • Complexity: moderate
  • Duration: 1-5m per position
  • QA Integration: validation: required, review: none
  • Dependencies:
    • Agents: technical-analyst, risk-analyst, trade-executor
    • Commands: /update-stop-order, /calculate-atr
  • Steps:
    1. Position Review - risk-analyst - Get all open positions and current stop levels
    2. Volatility Check - technical-analyst - Calculate ATR for each position
    3. Support Analysis - technical-analyst - Identify key support levels
    4. Trailing Stop Logic - risk-analyst - Calculate trailing stop based on rules (%, ATR)
    5. Profit Target Check - risk-analyst - Move stop to breakeven after profit target hit
    6. Stop Adjustment - trade-executor - Submit modified stop-loss orders
    7. Validation - qa-specialist - Verify new stops are active and correct
    8. Notification - notification-specialist - Alert if stops are tightened significantly
  • Tags: stop-loss, trailing-stop, risk-management, atr, dynamic

15. earnings-tracking-calendar​

  • Description: Track upcoming earnings reports, pre-announce trades, and analyze post-earnings moves.
  • Trigger: /track-earnings or daily
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: fundamental-analyst, event-tracker, notification-specialist
    • Commands: /fetch-earnings-calendar, /analyze-estimates
  • Steps:
    1. Calendar Import - event-tracker - Fetch earnings dates for all holdings and watchlist
    2. Estimate Analysis - fundamental-analyst - Review consensus estimates and whisper numbers
    3. Historical Analysis - data-analyst - Analyze past earnings reactions (average move %)
    4. Position Review - risk-analyst - Flag positions with earnings in next 5 days
    5. Risk Assessment - risk-analyst - Calculate potential impact on portfolio
    6. Strategy Planning - trade-executor - Decide hold, trim, or close before earnings
    7. IV Analysis - options-analyst - Review implied volatility vs historical volatility
    8. Notification - notification-specialist - Send alerts 2 days before earnings
    9. Post-Earnings Analysis - fundamental-analyst - Compare actual vs estimate, analyze reaction
  • Tags: earnings, calendar, fundamental-analysis, event-trading

16. technical-analysis-screening​

  • Description: Screen stocks for technical setups: breakouts, pullbacks, momentum, mean-reversion patterns.
  • Trigger: /screen-technicals [strategy] or daily
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: technical-analyst, screener-specialist, research-agent
    • Commands: /run-scan, /chart-analysis
  • Steps:
    1. Strategy Selection - technical-analyst - Choose scan criteria (breakout, pullback, etc.)
    2. Universe Definition - screener-specialist - Define stock universe (S&P 500, high volume, etc.)
    3. Technical Criteria - technical-analyst - Set indicator parameters (RSI, MACD, volume)
    4. Scan Execution - screener-specialist - Run scan across universe
    5. Result Filtering - technical-analyst - Remove low liquidity, high spread stocks
    6. Chart Review - technical-analyst - Visual confirmation of setups
    7. Fundamental Filter - fundamental-analyst - Remove earnings/news risk
    8. Ranking - technical-analyst - Score and rank opportunities
    9. Watchlist Update - data-analyst - Add top candidates to watchlist
    10. Notification - notification-specialist - Send top 5 setups report
  • Tags: technical-analysis, screening, breakouts, momentum, patterns

17. fundamental-screening-value​

  • Description: Screen for value stocks using fundamental metrics: P/E, P/B, dividend yield, quality factors.
  • Trigger: /screen-value or weekly
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: fundamental-analyst, screener-specialist, financial-analyst
    • Commands: /fetch-fundamentals, /calculate-metrics
  • Steps:
    1. Criteria Definition - fundamental-analyst - Set value thresholds (P/E < 15, P/B < 2, etc.)
    2. Quality Filters - fundamental-analyst - Add quality screens (ROE > 10%, debt/equity < 1)
    3. Universe Selection - screener-specialist - Choose market cap range and sectors
    4. Data Collection - data-analyst - Fetch financial statements and ratios
    5. Metric Calculation - fundamental-analyst - Calculate custom metrics (EV/EBITDA, FCF yield)
    6. Screening - screener-specialist - Filter stocks meeting all criteria
    7. Valuation Analysis - fundamental-analyst - DCF or relative valuation for top candidates
    8. Trend Check - technical-analyst - Ensure technical confirmation (uptrend or basing)
    9. Ranking - fundamental-analyst - Create composite score and rank
    10. Report - documentation-writer - Generate value screening report
  • Tags: fundamental-analysis, value-investing, screening, p/e-ratio, quality

18. trade-journal-automation​

  • Description: Automatically log trades, analyze performance, identify mistakes, and track improvement.
  • Trigger: /update-journal or after each trade
  • Complexity: simple
  • Duration: 1-5m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: trade-executor, data-analyst, reflection-specialist
    • Commands: /log-trade, /analyze-performance
  • Steps:
    1. Trade Capture - trade-executor - Record entry price, size, stop, target
    2. Setup Classification - technical-analyst - Tag trade type (breakout, pullback, etc.)
    3. Screenshot - trade-executor - Capture entry chart
    4. Emotion Log - reflection-specialist - Record emotional state and confidence level
    5. Exit Recording - trade-executor - Log exit price, date, reason
    6. P&L Calculation - financial-analyst - Calculate profit/loss, % return, R-multiple
    7. Mistake Analysis - reflection-specialist - Identify rule violations or errors
    8. Pattern Recognition - data-analyst - Detect winning/losing patterns over time
    9. Statistics Update - data-analyst - Update win rate, average R, expectancy
    10. Review Notification - notification-specialist - Weekly summary of journal insights
  • Tags: trade-journal, performance-tracking, self-improvement, statistics

19. risk-management-dashboard​

  • Description: Real-time risk monitoring showing total exposure, correlation, position heat map, and alerts.
  • Trigger: /update-risk-dashboard or real-time
  • Complexity: moderate
  • Duration: 1-5m
  • QA Integration: validation: required, review: none
  • Dependencies:
    • Agents: risk-analyst, dashboard-builder, notification-specialist
    • Commands: /calculate-exposure, /check-correlations
  • Steps:
    1. Position Aggregation - risk-analyst - Sum all long/short positions by symbol
    2. Exposure Calculation - risk-analyst - Calculate gross and net exposure
    3. Sector Concentration - risk-analyst - Group positions by sector, flag overconcentration
    4. Correlation Matrix - data-analyst - Calculate pairwise correlations
    5. Heat Map - visualization-specialist - Create correlation heat map
    6. VaR Calculation - risk-analyst - Calculate portfolio Value at Risk
    7. Margin Check - compliance-specialist - Monitor margin usage vs limits
    8. Alert Generation - notification-specialist - Flag risk threshold breaches
    9. Dashboard Update - dashboard-builder - Refresh live risk dashboard
    10. Mobile Push - notification-specialist - Send critical risk alerts
  • Tags: risk-management, exposure, correlation, var, real-time

20. portfolio-hedging-strategies​

  • Description: Implement portfolio hedging using options, inverse ETFs, or short positions to protect against downside.
  • Trigger: /hedge-portfolio [strategy] or manual
  • Complexity: complex
  • Duration: 15-30m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: options-specialist, risk-analyst, trade-executor
    • Commands: /analyze-options, /calculate-hedge-ratio
  • Steps:
    1. Portfolio Analysis - risk-analyst - Calculate portfolio beta and downside risk
    2. Hedge Strategy Selection - options-specialist - Choose puts, collars, inverse ETF, or shorts
    3. Correlation Check - data-analyst - Verify hedge correlation with portfolio
    4. Sizing Calculation - risk-analyst - Determine hedge size based on portfolio value
    5. Cost Analysis - financial-analyst - Calculate hedge cost and breakeven scenarios
    6. Options Analysis - options-specialist - Select strikes and expirations for best value
    7. Scenario Testing - monte-carlo-specialist - Model portfolio performance with hedge
    8. Trade List - trade-executor - Generate hedge orders
    9. Approval - code-reviewer - Human review of hedge strategy
    10. Execution - trade-executor - Place hedge trades
    11. Monitoring - risk-analyst - Track hedge effectiveness over time
  • Tags: hedging, options, risk-management, portfolio-protection, puts

Cryptocurrency​

21. wallet-management-multi-chain​

  • Description: Manage multi-chain crypto wallets, track balances, monitor transactions, and ensure security.
  • Trigger: /manage-wallets or manual
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: blockchain-analyst, security-specialist, transaction-monitor
    • Commands: /sync-wallets, /check-balances
  • Steps:
    1. Wallet Discovery - blockchain-analyst - Connect to all wallets (hardware, software, exchange)
    2. Balance Aggregation - blockchain-analyst - Fetch balances across all chains (ETH, BTC, Solana, etc.)
    3. USD Conversion - financial-analyst - Convert all balances to USD at current prices
    4. Transaction History - transaction-monitor - Fetch recent transactions across all wallets
    5. Security Check - security-specialist - Verify no unauthorized transactions
    6. Gas Optimization - blockchain-analyst - Alert if gas prices favorable for pending transactions
    7. Diversification Analysis - financial-analyst - Calculate allocation by chain and token
    8. Staking Opportunities - defi-specialist - Identify unstaked tokens that could earn yield
    9. Dashboard Update - dashboard-builder - Update wallet dashboard with all data
    10. Backup Reminder - security-specialist - Prompt for seed phrase backup verification
  • Tags: crypto, wallets, multi-chain, balance-tracking, security

22. defi-yield-tracking​

  • Description: Track DeFi positions across protocols (Aave, Compound, Uniswap), calculate APY, monitor impermanent loss.
  • Trigger: /track-defi or daily
  • Complexity: complex
  • Duration: 15-30m
  • QA Integration: validation: required, review: none
  • Dependencies:
    • Agents: defi-specialist, blockchain-analyst, financial-analyst
    • Commands: /fetch-defi-positions, /calculate-apy
  • Steps:
    1. Protocol Connection - defi-specialist - Connect to all DeFi protocols used
    2. Position Discovery - defi-specialist - Fetch lending, liquidity pool, staking positions
    3. APY Calculation - financial-analyst - Calculate current APY including rewards
    4. Impermanent Loss - defi-specialist - Calculate IL for liquidity pool positions
    5. Reward Tracking - defi-specialist - Track accumulated protocol rewards (tokens)
    6. Health Factor - defi-specialist - Monitor collateralization ratios for loans
    7. Gas Cost Analysis - blockchain-analyst - Calculate gas costs vs yield earned
    8. Rebalancing Check - defi-specialist - Identify positions to rebalance or exit
    9. Tax Preparation - tax-specialist - Categorize income for tax reporting
    10. Report - documentation-writer - Generate DeFi yield summary report
  • Tags: defi, yield-farming, apy, impermanent-loss, liquidity-pools

23. nft-portfolio-management​

  • Description: Track NFT holdings, monitor floor prices, analyze rarity, and identify selling opportunities.
  • Trigger: /manage-nfts or manual
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: nft-analyst, blockchain-analyst, market-analyst
    • Commands: /sync-nfts, /check-floor-prices
  • Steps:
    1. NFT Discovery - nft-analyst - Scan wallets for all NFTs across chains
    2. Metadata Fetch - nft-analyst - Get collection name, traits, rarity rank
    3. Floor Price Check - market-analyst - Fetch current floor prices from OpenSea, Blur, etc.
    4. Valuation - financial-analyst - Calculate portfolio value using floor prices
    5. Rarity Analysis - nft-analyst - Assess rarity score for each NFT
    6. Collection Analytics - nft-analyst - Review collection volume, holder count, trends
    7. Price Alerts - notification-specialist - Alert if floor price drops/rises significantly
    8. Listing Opportunities - nft-analyst - Identify NFTs to list above floor price
    9. Tax Basis Tracking - tax-specialist - Track cost basis for tax reporting
    10. Dashboard Update - dashboard-builder - Update NFT portfolio dashboard
  • Tags: nft, portfolio, floor-price, rarity, opensea

24. staking-optimization​

  • Description: Optimize crypto staking across protocols to maximize yield while managing lock-up risks.
  • Trigger: /optimize-staking or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: staking-specialist, defi-specialist, risk-analyst
    • Commands: /find-staking-opportunities, /compare-yields
  • Steps:
    1. Token Inventory - blockchain-analyst - Identify stakeable tokens in wallets
    2. Opportunity Scan - staking-specialist - Find staking options for each token
    3. Yield Comparison - financial-analyst - Compare APY across protocols (native, liquid, CEX)
    4. Risk Assessment - risk-analyst - Evaluate protocol risk, slashing risk, lock-up periods
    5. Liquidity Analysis - defi-specialist - Consider liquid staking for better liquidity
    6. Tax Implications - tax-specialist - Analyze tax treatment of staking rewards
    7. Diversification - risk-analyst - Avoid overconcentration in single protocol
    8. Execution Plan - staking-specialist - Create step-by-step staking instructions
    9. Gas Optimization - blockchain-analyst - Time stakes when gas prices are low
    10. Monitoring Setup - notification-specialist - Set up alerts for reward accrual
  • Tags: staking, yield-optimization, proof-of-stake, liquid-staking, apy

25. airdrop-tracking-automation​

  • Description: Track airdrop eligibility, claim airdrops automatically, and optimize for future airdrops.
  • Trigger: /track-airdrops or daily
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: airdrop-hunter, blockchain-analyst, notification-specialist
    • Commands: /check-eligibility, /claim-airdrop
  • Steps:
    1. Eligibility Check - airdrop-hunter - Check wallets for eligible airdrops
    2. Snapshot Review - blockchain-analyst - Review past snapshots for unclaimed drops
    3. Claim Automation - airdrop-hunter - Auto-claim eligible airdrops (if gas efficient)
    4. Gas Optimization - blockchain-analyst - Wait for low gas to claim if not time-sensitive
    5. Future Planning - airdrop-hunter - Identify protocols likely to airdrop
    6. Activity Tracking - blockchain-analyst - Track on-chain activity for airdrop farming
    7. Sybil Risk - compliance-specialist - Ensure compliance with airdrop rules
    8. Tax Reporting - tax-specialist - Record airdrop value for tax purposes
    9. Notification - notification-specialist - Alert for new airdrop announcements
    10. Strategy Update - airdrop-hunter - Update airdrop farming strategy
  • Tags: airdrops, crypto, eligibility, claiming, farming

26. crypto-tax-reporting​

  • Description: Comprehensive crypto tax reporting including transactions, income, staking rewards, and DeFi activity.
  • Trigger: /generate-crypto-taxes or annual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: tax-specialist, blockchain-analyst, accounting-specialist
    • Commands: /export-transactions, /calculate-gains
  • Steps:
    1. Transaction Export - blockchain-analyst - Export all transactions from all wallets
    2. Exchange Data - blockchain-analyst - Export trades from CEX (Coinbase, Binance, etc.)
    3. Cost Basis Calculation - tax-specialist - Calculate cost basis using FIFO, LIFO, or HIFO
    4. Capital Gains - tax-specialist - Calculate short-term and long-term capital gains
    5. Income Classification - tax-specialist - Classify staking, airdrops, mining as income
    6. DeFi Activity - defi-specialist - Categorize swaps, liquidity pool transactions
    7. NFT Sales - nft-analyst - Track NFT sales and collectible gains/losses
    8. Form Generation - accounting-specialist - Generate Form 8949, Schedule D
    9. Loss Harvesting - tax-specialist - Identify tax-loss harvesting opportunities
    10. Report Export - documentation-writer - Export for TurboTax/TaxAct integration
    11. Review - code-reviewer - CPA review before filing
  • Tags: crypto-taxes, capital-gains, form-8949, tax-reporting, defi

27. security-audit-crypto​

  • Description: Audit crypto security: check wallet permissions, revoke approvals, verify contracts, detect scams.
  • Trigger: /audit-security or monthly
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: security-specialist, blockchain-analyst, smart-contract-auditor
    • Commands: /check-approvals, /scan-transactions
  • Steps:
    1. Wallet Scan - security-specialist - Scan all wallets for security issues
    2. Approval Review - blockchain-analyst - List all token approvals granted
    3. Revoke Unsafe - security-specialist - Revoke approvals for dormant/risky contracts
    4. Transaction History - blockchain-analyst - Review recent transactions for anomalies
    5. Contract Verification - smart-contract-auditor - Verify contracts are audited and safe
    6. Phishing Check - security-specialist - Check for phishing site interactions
    7. Seed Phrase Security - security-specialist - Verify seed phrases never entered online
    8. Multi-Sig Review - security-specialist - Ensure high-value wallets use multi-sig
    9. Hardware Wallet - security-specialist - Recommend hardware wallet for large holdings
    10. Report - documentation-writer - Generate security audit report with action items
  • Tags: security, crypto, smart-contracts, approvals, phishing

28. yield-farming-automation​

  • Description: Automated yield farming: monitor APY, compound rewards, rebalance pools, and optimize gas.
  • Trigger: /farm-yield or daily
  • Complexity: complex
  • Duration: 15-30m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: defi-specialist, yield-optimizer, blockchain-analyst
    • Commands: /find-farms, /compound-rewards
  • Steps:
    1. Opportunity Scan - yield-optimizer - Scan DeFi protocols for high-yield farms
    2. APY Comparison - financial-analyst - Compare APY across protocols (adjust for IL)
    3. Risk Assessment - risk-analyst - Evaluate smart contract risk, rugpull risk
    4. Entry Calculation - defi-specialist - Calculate optimal LP token amounts
    5. Gas Optimization - blockchain-analyst - Execute when gas prices are low
    6. Position Entry - trade-executor - Stake in selected yield farm
    7. Reward Monitoring - defi-specialist - Track reward accrual
    8. Auto-Compound - yield-optimizer - Compound rewards automatically when profitable
    9. IL Tracking - defi-specialist - Monitor impermanent loss vs rewards earned
    10. Exit Strategy - risk-analyst - Set conditions for farm exit (APY drop, high IL)
    11. Approval - code-reviewer - Human approval for new farm entries
  • Tags: yield-farming, defi, apy, compounding, liquidity-pools

29. portfolio-rebalancing-crypto​

  • Description: Rebalance crypto portfolio to maintain target allocation across chains and tokens.
  • Trigger: /rebalance-crypto or manual
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: financial-analyst, trade-executor, blockchain-analyst
    • Commands: /calculate-allocation, /execute-swaps
  • Steps:
    1. Current Allocation - blockchain-analyst - Calculate current % allocation by token
    2. Target Comparison - financial-analyst - Compare vs target allocation (e.g., 40% BTC, 30% ETH)
    3. Drift Analysis - financial-analyst - Identify tokens that drifted outside threshold
    4. Swap Calculation - financial-analyst - Calculate exact amounts to buy/sell
    5. DEX Selection - defi-specialist - Choose best DEX for lowest slippage and fees
    6. Gas Estimation - blockchain-analyst - Estimate total gas costs for swaps
    7. Tax Impact - tax-specialist - Calculate tax implications of swaps
    8. Execution Plan - trade-executor - Create ordered list of swaps
    9. Approval - code-reviewer - Human approval of rebalancing plan
    10. Execution - trade-executor - Execute swaps via DEX aggregator
    11. Validation - qa-specialist - Verify new allocation matches target
  • Tags: rebalancing, crypto, portfolio, dex, swaps

30. market-alerts-crypto​

  • Description: Real-time crypto market alerts for price movements, volume spikes, whale transactions, and news.
  • Trigger: /setup-alerts or real-time monitoring
  • Complexity: simple
  • Duration: 1-5m setup, continuous monitoring
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: market-analyst, blockchain-analyst, notification-specialist
    • Commands: /create-alert, /monitor-whale-wallet
  • Steps:
    1. Alert Configuration - market-analyst - Set price alerts (% change, absolute price)
    2. Volume Monitoring - blockchain-analyst - Alert on unusual volume spikes
    3. Whale Tracking - blockchain-analyst - Monitor large wallet movements
    4. Funding Rate Alerts - defi-specialist - Alert on extreme funding rates (futures)
    5. Liquidation Alerts - risk-analyst - Alert on large liquidations
    6. News Monitoring - sentiment-analyst - Alert on breaking crypto news
    7. On-Chain Metrics - blockchain-analyst - Alert on unusual on-chain activity
    8. Notification Routing - notification-specialist - Configure SMS, email, push, Discord
    9. Alert Prioritization - notification-specialist - Critical vs informational alerts
    10. Testing - qa-specialist - Test alerts trigger correctly
  • Tags: alerts, crypto, price-monitoring, whale-tracking, notifications

Real Estate Investing​

31. deal-analysis-rental-property​

  • Description: Comprehensive rental property analysis: cash flow, cap rate, cash-on-cash return, IRR, exit scenarios.
  • Trigger: /analyze-deal [address] or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: real-estate-analyst, financial-analyst, market-analyst
    • Commands: /fetch-property-data, /calculate-returns
  • Steps:
    1. Property Data - real-estate-analyst - Fetch property details, price, bed/bath, sqft
    2. Market Research - market-analyst - Analyze comparable rents and sales in area
    3. Income Projection - real-estate-analyst - Project gross rental income and vacancy rate
    4. Expense Estimation - real-estate-analyst - Estimate PITI, HOA, maintenance, capex, property mgmt
    5. Cash Flow Calculation - financial-analyst - Calculate monthly and annual cash flow
    6. Return Metrics - financial-analyst - Calculate cap rate, cash-on-cash, ROI, IRR
    7. Financing Analysis - real-estate-analyst - Model different loan scenarios (20%, 25% down, etc.)
    8. Sensitivity Analysis - data-analyst - Show impact of vacancy, rent changes, interest rates
    9. Exit Scenarios - financial-analyst - Model 5-year, 10-year hold with appreciation
    10. Risk Assessment - risk-analyst - Identify market risk, tenant risk, interest rate risk
    11. Report - documentation-writer - Generate comprehensive deal analysis report
    12. Review - code-reviewer - Investor review before making offer
  • Tags: real-estate, rental-property, cash-flow, cap-rate, deal-analysis

32. due-diligence-checklist​

  • Description: Automated due diligence workflow for real estate: inspections, title, appraisal, insurance, HOA.
  • Trigger: /start-due-diligence [property-id] or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: real-estate-analyst, compliance-specialist, project-manager
    • Commands: /create-checklist, /track-progress
  • Steps:
    1. Checklist Generation - project-manager - Create property-specific due diligence checklist
    2. Inspection Scheduling - real-estate-analyst - Schedule home, pest, roof inspections
    3. Title Search - compliance-specialist - Order title search, review for liens/encumbrances
    4. Appraisal Order - real-estate-analyst - Order appraisal, track status
    5. Insurance Quotes - real-estate-analyst - Get 3+ insurance quotes
    6. HOA Review - compliance-specialist - Review HOA docs, financials, rules
    7. Permit Check - compliance-specialist - Verify building permits for additions/renovations
    8. Inspection Review - real-estate-analyst - Analyze inspection reports, negotiate repairs
    9. Appraisal Review - financial-analyst - Verify appraisal supports purchase price
    10. Final Walkthrough - real-estate-analyst - Schedule and complete final walkthrough
    11. Closing Prep - compliance-specialist - Review closing disclosure, verify numbers
    12. Progress Dashboard - dashboard-builder - Update due diligence progress tracker
    13. Approval - code-reviewer - Investor approval to proceed to closing
  • Tags: due-diligence, real-estate, inspection, title, appraisal

33. financing-comparison​

  • Description: Compare financing options: conventional, FHA, portfolio, DSCR, hard money, seller financing.
  • Trigger: /compare-financing [property-id] or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: mortgage-specialist, financial-analyst, real-estate-analyst
    • Commands: /fetch-rates, /calculate-payment
  • Steps:
    1. Qualification Check - mortgage-specialist - Determine which loan types investor qualifies for
    2. Rate Shopping - mortgage-specialist - Get rate quotes for each loan type
    3. Payment Calculation - financial-analyst - Calculate PITI for each option
    4. Cash Requirement - financial-analyst - Calculate down payment, closing costs for each
    5. Cash Flow Impact - real-estate-analyst - Calculate net cash flow under each scenario
    6. Total Interest - financial-analyst - Calculate total interest paid over loan term
    7. Payoff Timeline - financial-analyst - Show loan balance reduction over time
    8. Refinance Strategy - mortgage-specialist - Plan for future refinance if applicable
    9. Tax Impact - tax-specialist - Calculate mortgage interest deduction benefit
    10. Recommendation - financial-analyst - Recommend optimal financing based on goals
    11. Report - documentation-writer - Generate financing comparison report
  • Tags: real-estate, financing, mortgage, loan-comparison, rates

34. property-management-automation​

  • Description: Automate property management: rent collection, maintenance requests, expense tracking, tenant communication.
  • Trigger: /manage-properties or daily
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: property-manager, accounting-specialist, notification-specialist
    • Commands: /collect-rent, /track-expenses
  • Steps:
    1. Rent Collection - property-manager - Auto-charge rent via ACH on due date
    2. Late Notices - notification-specialist - Send automated late notices after grace period
    3. Maintenance Requests - property-manager - Route maintenance requests to vendors
    4. Work Order Tracking - project-manager - Track work order status and completion
    5. Expense Recording - accounting-specialist - Log all property expenses
    6. Income Recording - accounting-specialist - Log rent payments and other income
    7. Lease Tracking - property-manager - Alert on lease expirations 60 days out
    8. Inspection Scheduling - property-manager - Schedule quarterly property inspections
    9. Tenant Communication - notification-specialist - Send property updates, reminders
    10. Financial Reporting - financial-analyst - Generate monthly P&L per property
    11. Dashboard Update - dashboard-builder - Update property management dashboard
  • Tags: property-management, rent-collection, maintenance, accounting, automation

35. rental-market-analysis​

  • Description: Analyze rental market: comparable rents, vacancy rates, demand trends, rental yield by neighborhood.
  • Trigger: /analyze-rental-market [location] or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: market-analyst, real-estate-analyst, data-analyst
    • Commands: /fetch-comps, /analyze-trends
  • Steps:
    1. Market Selection - real-estate-analyst - Define target market (zip, neighborhood, city)
    2. Comp Collection - market-analyst - Fetch active rental listings in market
    3. Price Analysis - data-analyst - Calculate average, median rent by bed/bath count
    4. Days on Market - market-analyst - Analyze average time to rent
    5. Vacancy Rate - market-analyst - Calculate vacancy rate from listings
    6. Demand Indicators - market-analyst - Track listing views, applications, rent changes
    7. Seasonal Trends - data-analyst - Identify seasonal rental patterns
    8. Rental Yield - financial-analyst - Calculate gross rental yield (annual rent / price)
    9. Competition - market-analyst - Assess supply of rental units in market
    10. Growth Projection - market-analyst - Project rent growth over next 3-5 years
    11. Report - documentation-writer - Generate rental market analysis report
  • Tags: real-estate, rental-market, comps, vacancy-rate, rental-yield

36. 1031-exchange-planning​

  • Description: Plan and execute 1031 exchange: identify replacement properties, track timelines, ensure compliance.
  • Trigger: /plan-1031-exchange [property-to-sell] or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: real-estate-analyst, tax-specialist, compliance-specialist
    • Commands: /find-replacement-properties, /track-deadlines
  • Steps:
    1. Eligibility Check - tax-specialist - Verify property qualifies for 1031 exchange
    2. QI Selection - compliance-specialist - Select and engage qualified intermediary
    3. Sale Preparation - real-estate-analyst - Prepare relinquished property for sale
    4. Replacement Search - real-estate-analyst - Identify potential replacement properties
    5. 45-Day Tracking - compliance-specialist - Track 45-day identification deadline
    6. Property Identification - real-estate-analyst - Formally identify up to 3 replacement properties
    7. Due Diligence - real-estate-analyst - Perform due diligence on replacement properties
    8. 180-Day Tracking - compliance-specialist - Track 180-day closing deadline
    9. Closing Coordination - real-estate-analyst - Coordinate simultaneous closings
    10. Documentation - compliance-specialist - Ensure all 1031 documentation is correct
    11. Tax Verification - tax-specialist - Verify exchange meets all IRS requirements
    12. Report - documentation-writer - Generate 1031 exchange summary for tax filing
  • Tags: real-estate, 1031-exchange, tax-deferral, compliance, like-kind

37. syndication-management​

  • Description: Manage real estate syndication: investor relations, distributions, reporting, compliance, asset management.
  • Trigger: /manage-syndication [deal-name] or monthly
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: syndication-manager, accounting-specialist, compliance-specialist
    • Commands: /calculate-distributions, /generate-k1s
  • Steps:
    1. Cash Flow Calculation - accounting-specialist - Calculate property net cash flow
    2. Distribution Calculation - financial-analyst - Calculate distributions per LLC operating agreement
    3. Waterfall Analysis - financial-analyst - Apply waterfall (preferred return, catch-up, promote)
    4. Distribution Processing - accounting-specialist - Process ACH distributions to investors
    5. Investor Reporting - documentation-writer - Generate quarterly investor reports
    6. Performance Tracking - financial-analyst - Track actual vs projected returns
    7. Tax Preparation - tax-specialist - Prepare K-1s for all investors
    8. Compliance Monitoring - compliance-specialist - Ensure SEC/state compliance (Reg D, Blue Sky)
    9. Asset Management - real-estate-analyst - Oversee property operations and value-add projects
    10. Investor Communication - notification-specialist - Send updates, answer investor questions
    11. Exit Planning - financial-analyst - Model exit timing and returns
    12. Annual Meeting - syndication-manager - Prepare materials for annual investor meeting
  • Tags: real-estate, syndication, investor-relations, distributions, k1

38. reit-analysis​

  • Description: Analyze publicly-traded REITs: FFO, AFFO, dividend yield, NAV, sector exposure, quality metrics.
  • Trigger: /analyze-reit [ticker] or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: reit-analyst, fundamental-analyst, financial-analyst
    • Commands: /fetch-reit-data, /calculate-metrics
  • Steps:
    1. Data Collection - data-analyst - Fetch financial statements, supplementals
    2. FFO Calculation - reit-analyst - Calculate Funds From Operations
    3. AFFO Calculation - reit-analyst - Calculate Adjusted FFO (normalize recurring capex)
    4. Dividend Analysis - financial-analyst - Calculate yield, payout ratio, dividend growth rate
    5. NAV Estimation - reit-analyst - Estimate Net Asset Value using cap rates
    6. Premium/Discount - financial-analyst - Calculate price vs NAV (discount/premium)
    7. Quality Metrics - reit-analyst - Analyze occupancy, lease terms, tenant quality
    8. Leverage Analysis - financial-analyst - Review debt-to-assets, interest coverage
    9. Sector Exposure - reit-analyst - Identify property sector (office, retail, industrial, etc.)
    10. Peer Comparison - reit-analyst - Compare vs peers on key metrics
    11. Valuation - fundamental-analyst - Determine if REIT is undervalued, fairly valued, overvalued
    12. Report - documentation-writer - Generate REIT analysis report
  • Tags: reit, ffo, affo, dividend, real-estate, nav

39. real-estate-market-research​

  • Description: Comprehensive market research: population growth, job growth, supply/demand, price trends, best markets.
  • Trigger: /research-market [metro-area] or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: market-analyst, research-agent, data-analyst
    • Commands: /fetch-demographics, /analyze-trends
  • Steps:
    1. Market Definition - market-analyst - Define geographic market boundaries
    2. Demographics - research-agent - Fetch population, age, income, education data
    3. Economic Indicators - market-analyst - Review job growth, unemployment, GDP, industries
    4. Supply Analysis - real-estate-analyst - Analyze inventory levels, new construction, permits
    5. Demand Analysis - market-analyst - Review household formation, in-migration, rental demand
    6. Price Trends - data-analyst - Analyze home price and rent appreciation over 5, 10 years
    7. Affordability - financial-analyst - Calculate price-to-income, rent-to-income ratios
    8. Rental Yield - real-estate-analyst - Calculate market-wide rental yield
    9. Future Projections - market-analyst - Project 3-5 year outlook for prices and rents
    10. Risk Assessment - risk-analyst - Identify market-specific risks (natural disasters, economy)
    11. Neighborhood Scoring - market-analyst - Score neighborhoods for investment potential
    12. Report - documentation-writer - Generate comprehensive market research report
  • Tags: real-estate, market-research, demographics, supply-demand, trends

40. exit-planning-strategy​

  • Description: Plan optimal exit strategy: timing, 1031 vs cash out, seller financing, rent-to-own, BRRRR refinance.
  • Trigger: /plan-exit [property-id] or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: required
  • Dependencies:
    • Agents: real-estate-analyst, financial-analyst, tax-specialist
    • Commands: /calculate-exit-scenarios, /estimate-proceeds
  • Steps:
    1. Property Valuation - real-estate-analyst - Estimate current market value
    2. Equity Calculation - financial-analyst - Calculate current equity (value - loan balance)
    3. Sale Scenario - financial-analyst - Calculate net proceeds after costs, taxes
    4. 1031 Exchange - tax-specialist - Model tax deferral via 1031 exchange
    5. Seller Financing - real-estate-analyst - Model seller-financed sale (reduce taxes, earn interest)
    6. BRRRR Refinance - real-estate-analyst - Model cash-out refinance to access equity
    7. Hold & Rent - financial-analyst - Project continued cash flow and appreciation
    8. Tax Impact - tax-specialist - Calculate capital gains tax for each scenario
    9. ROI Comparison - financial-analyst - Compare IRR for each exit strategy
    10. Market Timing - market-analyst - Assess if current market favors selling
    11. Recommendation - real-estate-analyst - Recommend optimal exit strategy
    12. Report - documentation-writer - Generate exit strategy analysis report
  • Tags: real-estate, exit-strategy, 1031-exchange, seller-financing, brrrr

Alternative Investments​

41. private-equity-tracking​

  • Description: Track private equity investments: capital calls, distributions, valuations, IRR, multiples (MOIC, DPI, TVPI).
  • Trigger: /track-pe or quarterly
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: pe-analyst, accounting-specialist, financial-analyst
    • Commands: /import-capital-calls, /calculate-irr
  • Steps:
    1. Investment Inventory - pe-analyst - List all PE funds and direct investments
    2. Capital Call Tracking - accounting-specialist - Record all capital calls and dates
    3. Distribution Tracking - accounting-specialist - Record all distributions (return of capital, gains)
    4. Valuation Updates - pe-analyst - Import quarterly NAV reports from GPs
    5. IRR Calculation - financial-analyst - Calculate net IRR since inception
    6. Multiple Calculation - financial-analyst - Calculate MOIC, DPI (distributed / paid-in), TVPI (total value / paid-in)
    7. J-Curve Analysis - pe-analyst - Visualize J-curve for each fund
    8. Vintage Year Analysis - pe-analyst - Compare performance by vintage year
    9. Diversification Review - risk-analyst - Analyze diversification by sector, stage, geography
    10. Future Commitments - pe-analyst - Track unfunded commitments and reserve cash
    11. Tax Reporting - tax-specialist - Prepare K-1 information for tax filing
    12. Report - documentation-writer - Generate PE portfolio performance report
  • Tags: private-equity, irr, moic, capital-calls, distributions

42. venture-portfolio-management​

  • Description: Manage venture capital portfolio: follow-on decisions, pro-rata calculations, valuation tracking, exit monitoring.
  • Trigger: /manage-venture-portfolio or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: vc-analyst, financial-analyst, research-agent
    • Commands: /track-startups, /calculate-ownership
  • Steps:
    1. Portfolio Review - vc-analyst - List all portfolio companies and current status
    2. Valuation Tracking - vc-analyst - Update valuations from latest funding rounds
    3. Ownership Calculation - financial-analyst - Calculate ownership % after dilution
    4. Follow-On Analysis - vc-analyst - Analyze pro-rata rights for new rounds
    5. Reserve Allocation - financial-analyst - Model reserve allocation for follow-ons
    6. Performance Metrics - financial-analyst - Track revenue, burn rate, runway for each company
    7. Exit Monitoring - vc-analyst - Track acquisition interest, IPO readiness
    8. Mark-to-Market - financial-analyst - Mark portfolio to market using latest valuations
    9. Unrealized Returns - financial-analyst - Calculate unrealized MOIC and IRR
    10. Risk Assessment - risk-analyst - Flag companies at risk of down round or shutdown
    11. LP Reporting - documentation-writer - Prepare quarterly LP report
    12. Approval - code-reviewer - Investment committee review for follow-on decisions
  • Tags: venture-capital, startups, follow-on, pro-rata, portfolio

43. collectibles-management​

  • Description: Track collectibles (art, watches, wine, cars): acquisition, authentication, valuation, insurance, selling.
  • Trigger: /manage-collectibles or manual
  • Complexity: moderate
  • Duration: 15-30m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: collectibles-specialist, appraisal-specialist, market-analyst
    • Commands: /catalog-items, /get-appraisal
  • Steps:
    1. Inventory Management - collectibles-specialist - Catalog all collectibles with photos, provenance
    2. Authentication - appraisal-specialist - Verify authenticity and condition
    3. Valuation - appraisal-specialist - Get professional appraisals for high-value items
    4. Market Research - market-analyst - Track auction results for comparable items
    5. Appreciation Tracking - financial-analyst - Track value appreciation over time
    6. Insurance Review - risk-analyst - Ensure adequate insurance coverage
    7. Storage Optimization - collectibles-specialist - Verify proper storage conditions
    8. Sale Opportunities - market-analyst - Identify optimal selling opportunities
    9. Tax Basis - tax-specialist - Track cost basis for capital gains calculation
    10. Estate Planning - compliance-specialist - Include in estate planning documentation
    11. Dashboard Update - dashboard-builder - Update collectibles portfolio dashboard
  • Tags: collectibles, art, valuation, authentication, insurance

44. commodity-tracking-futures​

  • Description: Track commodity exposure via futures, ETFs, or physical: gold, silver, oil, agriculture, natural gas.
  • Trigger: /track-commodities or daily
  • Complexity: moderate
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: commodity-analyst, market-analyst, financial-analyst
    • Commands: /fetch-prices, /monitor-rollover
  • Steps:
    1. Position Aggregation - commodity-analyst - List all commodity positions (futures, ETFs, physical)
    2. Price Updates - market-analyst - Fetch current spot and futures prices
    3. Mark-to-Market - financial-analyst - Calculate unrealized P&L for all positions
    4. Rollover Tracking - commodity-analyst - Monitor futures expiration and rollover costs
    5. Contango/Backwardation - commodity-analyst - Analyze futures curve for roll yield
    6. Storage Costs - commodity-analyst - Track storage costs for physical commodities
    7. Correlation Analysis - data-analyst - Analyze correlation with portfolio
    8. Inflation Hedge - financial-analyst - Assess effectiveness as inflation hedge
    9. Rebalancing - financial-analyst - Check if commodity allocation within target range
    10. Market Analysis - market-analyst - Review supply/demand fundamentals
    11. Report - documentation-writer - Generate commodities exposure report
  • Tags: commodities, futures, gold, oil, inflation-hedge, rollover

45. hedge-fund-analysis​

  • Description: Analyze hedge fund investments: performance, risk metrics, liquidity, fees, manager due diligence.
  • Trigger: /analyze-hedge-fund [fund-name] or quarterly
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: hedge-fund-analyst, risk-analyst, due-diligence-specialist
    • Commands: /import-statements, /calculate-metrics
  • Steps:
    1. Statement Import - accounting-specialist - Import quarterly fund statements
    2. Return Calculation - financial-analyst - Calculate absolute and risk-adjusted returns
    3. Benchmark Comparison - hedge-fund-analyst - Compare vs relevant hedge fund indices
    4. Risk Metrics - risk-analyst - Calculate volatility, max drawdown, Sharpe/Sortino ratios
    5. Correlation Analysis - data-analyst - Analyze correlation with public markets
    6. Fee Analysis - financial-analyst - Calculate total fees paid (2/20 model)
    7. Liquidity Terms - hedge-fund-analyst - Review redemption terms, gates, lockups
    8. Strategy Analysis - hedge-fund-analyst - Evaluate if fund executing stated strategy
    9. Manager Research - due-diligence-specialist - Review manager background, AUM changes
    10. Operational DD - compliance-specialist - Assess operational risks, administrator, auditor
    11. Attribution - hedge-fund-analyst - Attribute returns to market beta vs manager alpha
    12. Report - documentation-writer - Generate hedge fund analysis report
  • Tags: hedge-funds, alternative-investments, risk-adjusted-returns, due-diligence

46. crowdfunding-investment-tracking​

  • Description: Track crowdfunding investments (real estate, startups): capital deployed, updates, valuations, exits.
  • Trigger: /track-crowdfunding or monthly
  • Complexity: simple
  • Duration: 5-15m
  • QA Integration: validation: recommended, review: none
  • Dependencies:
    • Agents: crowdfunding-analyst, financial-analyst, notification-specialist
    • Commands: /sync-platforms, /aggregate-holdings
  • Steps:
    1. Platform Sync - crowdfunding-analyst - Connect to all crowdfunding platforms (Fundrise, SeedInvest, etc.)
    2. Investment Aggregation - crowdfunding-analyst - List all active investments
    3. Update Collection - crowdfunding-analyst - Fetch latest project updates from platforms
    4. Valuation Tracking - financial-analyst - Update valuations based on platform marks
    5. Distribution Tracking - accounting-specialist - Record any distributions received
    6. Performance Calculation - financial-analyst - Calculate total return and IRR to date
    7. Exit Monitoring - crowdfunding-analyst - Track investments nearing exit/liquidity events
    8. Diversification Review - risk-analyst - Analyze diversification across platforms and asset types
    9. Tax Reporting - tax-specialist - Prepare K-1 or 1099 information
    10. Notification - notification-specialist - Alert on new updates or distributions
    11. Dashboard Update - dashboard-builder - Update crowdfunding investment dashboard
  • Tags: crowdfunding, real-estate-crowdfunding, startup-investing, distributions

47. angel-investing-deal-flow​

  • Description: Manage angel investing deal flow: sourcing, screening, due diligence, portfolio construction, follow-ons.
  • Trigger: /manage-angel-deals or weekly
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: angel-investor, due-diligence-specialist, financial-analyst
    • Commands: /screen-deals, /conduct-dd
  • Steps:
    1. Deal Sourcing - angel-investor - Aggregate deals from networks, platforms, referrals
    2. Initial Screening - angel-investor - Apply initial filters (stage, industry, geography)
    3. Pitch Deck Review - angel-investor - Review pitch decks for promising deals
    4. Founder Evaluation - due-diligence-specialist - Assess founder background and team
    5. Market Analysis - market-analyst - Evaluate market size, competition, timing
    6. Financial Review - financial-analyst - Review financials, burn rate, unit economics
    7. Term Sheet Analysis - angel-investor - Review valuation, terms, investor rights
    8. Reference Checks - due-diligence-specialist - Check founder references
    9. Portfolio Fit - angel-investor - Assess fit with portfolio strategy
    10. Investment Sizing - financial-analyst - Determine check size based on portfolio allocation
    11. Decision - code-reviewer - Investment committee or individual decision
    12. CRM Update - angel-investor - Update deal pipeline in CRM
  • Tags: angel-investing, startups, due-diligence, deal-flow, early-stage

48. startup-evaluation-framework​

  • Description: Comprehensive startup evaluation: team, product, market, traction, financials, competitive positioning.
  • Trigger: /evaluate-startup [company-name] or manual
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: startup-evaluator, market-analyst, technical-evaluator
    • Commands: /analyze-traction, /assess-market
  • Steps:
    1. Team Assessment - startup-evaluator - Evaluate founder backgrounds, domain expertise, completeness
    2. Product Review - technical-evaluator - Assess product maturity, differentiation, technical moat
    3. Market Sizing - market-analyst - Calculate TAM, SAM, SOM (top-down and bottom-up)
    4. Competitive Analysis - market-analyst - Map competitive landscape and positioning
    5. Traction Analysis - startup-evaluator - Review revenue, users, growth rate, engagement
    6. Unit Economics - financial-analyst - Calculate CAC, LTV, LTV/CAC ratio, payback period
    7. Burn Rate - financial-analyst - Analyze burn rate and runway
    8. Financial Projections - financial-analyst - Review projections for reasonableness
    9. Business Model - startup-evaluator - Assess scalability and defensibility
    10. Risk Assessment - risk-analyst - Identify key risks (market, execution, financing)
    11. Valuation - financial-analyst - Assess if valuation is reasonable for stage
    12. Scoring - startup-evaluator - Apply scoring framework and generate recommendation
    13. Report - documentation-writer - Create comprehensive evaluation report
  • Tags: startup-evaluation, venture-capital, due-diligence, traction, unit-economics

49. lp-reporting-automation​

  • Description: Automated LP reporting for fund managers: performance, holdings, distributions, capital calls, compliance.
  • Trigger: /generate-lp-report or quarterly
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: required
  • Dependencies:
    • Agents: fund-administrator, accounting-specialist, compliance-specialist
    • Commands: /calculate-performance, /generate-k1s
  • Steps:
    1. Portfolio Snapshot - fund-administrator - Capture quarter-end portfolio holdings
    2. Performance Calculation - financial-analyst - Calculate net returns, IRR since inception
    3. Attribution Analysis - financial-analyst - Attribute returns to specific investments
    4. Holdings Report - fund-administrator - List all portfolio companies with valuations
    5. Transaction Summary - accounting-specialist - Summarize capital calls, distributions, management fees
    6. Unrealized Gains - financial-analyst - Mark-to-market all unrealized positions
    7. Realized Gains - accounting-specialist - Summarize realized gains/losses from exits
    8. Cash Position - accounting-specialist - Report cash balance and unfunded commitments
    9. Diversification Analysis - risk-analyst - Show portfolio breakdown by sector, stage, geography
    10. Compliance Attestation - compliance-specialist - Confirm compliance with fund documents
    11. Tax Preparation - tax-specialist - Prepare K-1s or foreign tax summaries
    12. Report Assembly - documentation-writer - Compile comprehensive quarterly LP report
    13. Distribution - notification-specialist - Securely distribute reports to LPs
  • Tags: lp-reporting, fund-administration, performance, k1, compliance

50. diversification-analysis-alternatives​

  • Description: Analyze alternative investment diversification: correlation, concentration, liquidity profile, risk contribution.
  • Trigger: /analyze-alt-diversification or quarterly
  • Complexity: complex
  • Duration: 30m+
  • QA Integration: validation: required, review: recommended
  • Dependencies:
    • Agents: portfolio-manager, risk-analyst, financial-analyst
    • Commands: /calculate-correlations, /analyze-concentration
  • Steps:
    1. Portfolio Aggregation - portfolio-manager - Aggregate all alternative investments
    2. Asset Class Breakdown - financial-analyst - Categorize by asset class (PE, VC, RE, HF, collectibles, etc.)
    3. Correlation Analysis - risk-analyst - Calculate correlations between alternatives and public markets
    4. Concentration Check - risk-analyst - Identify concentration risks (single manager, sector, vintage)
    5. Liquidity Profile - risk-analyst - Classify by liquidity (liquid, quarterly, annual, illiquid)
    6. Liquidity Stress Test - risk-analyst - Model liquidity needs under stress scenarios
    7. Risk Contribution - risk-analyst - Calculate risk contribution of each alternative
    8. Public/Private Allocation - financial-analyst - Review overall public vs private allocation
    9. Geographic Diversification - portfolio-manager - Analyze geographic exposure
    10. Vintage Year Analysis - portfolio-manager - Ensure diversification across vintage years
    11. Rebalancing Needs - financial-analyst - Identify overweight/underweight allocations
    12. Recommendation - portfolio-manager - Recommend portfolio adjustments for better diversification
    13. Report - documentation-writer - Generate diversification analysis report
  • Tags: diversification, alternatives, correlation, concentration, liquidity

Appendix: Component Reference​

Agent Types Used​

  • financial-analyst
  • market-analyst
  • risk-analyst
  • data-analyst
  • technical-analyst
  • fundamental-analyst
  • tax-specialist
  • compliance-specialist
  • trade-executor
  • blockchain-analyst
  • defi-specialist
  • nft-analyst
  • staking-specialist
  • real-estate-analyst
  • mortgage-specialist
  • property-manager
  • reit-analyst
  • pe-analyst
  • vc-analyst
  • hedge-fund-analyst
  • startup-evaluator
  • portfolio-manager
  • notification-specialist
  • documentation-writer
  • qa-specialist
  • code-reviewer

Command Types Used​

  • /analyze-portfolio
  • /track-dividends
  • /harvest-losses
  • /generate-performance-report
  • /assess-risk
  • /rebalance-portfolio
  • /compare-benchmarks
  • /analyze-fees
  • /project-retirement
  • /update-dashboard
  • /analyze-market
  • /execute-trade
  • /calculate-position-size
  • /manage-stops
  • /track-earnings
  • /screen-technicals
  • /screen-value
  • /update-journal
  • /update-risk-dashboard
  • /hedge-portfolio
  • /manage-wallets
  • /track-defi
  • /manage-nfts
  • /optimize-staking
  • /track-airdrops
  • /generate-crypto-taxes
  • /audit-security
  • /farm-yield
  • /rebalance-crypto
  • /setup-alerts
  • /analyze-deal
  • /start-due-diligence
  • /compare-financing
  • /manage-properties
  • /analyze-rental-market
  • /plan-1031-exchange
  • /manage-syndication
  • /analyze-reit
  • /research-market
  • /plan-exit
  • /track-pe
  • /manage-venture-portfolio
  • /manage-collectibles
  • /track-commodities
  • /analyze-hedge-fund
  • /track-crowdfunding
  • /manage-angel-deals
  • /evaluate-startup
  • /generate-lp-report
  • /analyze-alt-diversification

End of Document