market-overview_skill

Overview

This skill creates a concise, professional market analysis and portfolio overview for investors. It synthesizes recent news, ticker movements, and macro drivers into a clear briefing that supports tactical and strategic decisions. The output is suited for investor newsletters, portfolio reviews, and advisory memos.

How this skill works

The skill ingests structured news stories and a target ticker list, identifies common themes and market drivers, and maps company-level developments to sector and macro trends. It produces a two-part deliverable: a market overview that outlines sentiment and key drivers, and a portfolio analysis that assesses positioning, risks, and optimization opportunities.

When to use it

• Preparing weekly or monthly investor updates
• Before portfolio rebalancing or tactical allocation changes
• When summarizing earnings, M&A, or macro events across holdings
• To support client meetings with a concise market brief
• When monitoring sector rotation or changing risk sentiment

Best practices

• Provide the latest news snippets for relevant tickers to ensure timely analysis
• Include portfolio weights and benchmark for accurate performance context
• Highlight one to three actionable suggestions rather than broad mandates
• Call out tail risks and confidence levels for recommended moves
• Keep the narrative focused: connect company news to sector and macro impacts

Example use cases

• Weekly market brief linking Fed commentary, rates, and tech earnings into allocation moves
• Portfolio review showing how commodity price swings affect energy and materials exposure
• Client-ready memo explaining why to trim overweight positions after a sector rotation
• Pre-meeting summary that converts recent M&A and guidance changes into tactical recommendations
• Risk checklist identifying inflation, rate, and geopolitical risks tied to holdings