Investment strategy execution assistant for Indonesian investors. Provides daily portfolio check-in with live prices from Yahoo Finance and CoinGecko, weekly performance review versus IHSG and S&P 500 benchmarks, and monthly strategy sessions with phase assessment. Implements Wall Street workflows including Kelly Criterion position sizing, Sharpe and Sortino ratio calculations, maximum drawdown monitoring, and threshold-based rebalancing. Tracks Emergency Fund progress for Phase 1 (Foundation Building) and Phase 2 (Wealth Accumulation) transitions. Manages structured JSON trade journal, generates payday execution plans. References comprehensive investment framework documentation in ./plans/ for all calculations and recommendations.
Key Features
- Comprehensive skill evaluation and performance tracking
- Community-driven ratings and reviews
- Easy integration with Claude Code
- Regular updates and maintenance
Quick Start
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