--- name: repo-cheatsheet description: | Command index and workflow map for the Investment OS repository. Provides an agent with knowledge of all available high-level operations, their Makefile targets, CLI commands, and typical workflow sequences. Use this skill when you need to understand what operations are possible or how to compose multiple commands into a workflow. allowed_tools: - Makefile:doctor - Makefile:ingest - Makefile:summarize - Makefile:explain - Makefile:value - Makefile:ask - Makefile:decide - Makefile:test - Makefile:latest - Bash:.\/bin\/investos --help inputs: - intent: User's stated goal or question about repository capabilities outputs: - command_recommendation: Specific Makefile target or CLI command to use - workflow_sequence: Ordered list of commands if multiple steps needed artifacts: - None: This is a read-only informational skill failure_modes: - unclear_intent: User request doesn't map to available operations - missing_prerequisites: Required data (snapshots, summaries) don't exist examples: - "Show me all available commands" - "What can I do with this portfolio?" - "How do I analyze my holdings?" --- # SKILL: repo-cheatsheet ## WHEN TO USE THIS SKILL Use this skill when: - User asks "what can I do?" or "what commands are available?" - User requests a workflow but you're uncertain which commands to use - You need to understand the repository's capabilities before proceeding - User asks about specific analysis types (valuation, risk, decision-making) Do NOT use this skill when: - User has already specified exact commands to run - You're in the middle of executing a known workflow - User asks for file content rather than command capabilities ## PRECONDITIONS None. This skill is always available and requires no setup. ## COMMAND INVENTORY ### Core Operations **System Health:** ```bash make doctor .\/bin\/investos doctor ``` Verifies directory structure, schemas, and data integrity. **Portfolio Ingestion:** ```bash make ingest PDF= ACCOUNT= .\/bin\/investos ingest --pdf --account ``` Ingests Trade Republic PDF into canonical JSON snapshot. **Portfolio Summary:** ```bash make summarize .\/bin\/investos summarize ``` Creates deterministic portfolio state summary from latest snapshot. **Portfolio Questions:** ```bash make ask Q="" .\/bin\/investos ask "" ``` Answers portfolio questions using investor lenses (Marks\/Munger\/Klarman). **Change Explanation:** ```bash make explain FROM= TO= .\/bin\/investos explain --from --to ``` Explains mechanical portfolio changes between two snapshots. **Valuation Analysis:** ```bash make value SNAPSHOT= .\/bin\/investos value --snapshot ``` Runs offline, deterministic valuation analysis. **Decision Memos:** ```bash make decide ISIN= ACTION= .\/bin\/investos decide --isin --action ``` Creates structured decision memo for portfolio actions. **Utilities:** ```bash make latest make test ``` ## TYPICAL WORKFLOW SEQUENCES ### 1. New Portfolio Statement Arrived ``` 1. make ingest PDF=~\/Downloads\/statement.pdf ACCOUNT=main 2. make summarize 3. make ask Q="What changed that deserves attention?" ``` ### 2. Reviewing Existing Portfolio ``` 1. make summarize (if not recent) 2. make ask Q="Where is my biggest risk?" 3. make decide ISIN= ACTION=hold (for specific positions) ``` ### 3. Considering New Position ``` 1. make summarize 2. make ask Q="Where is concentration risk?" 3. make decide ACTION=new --name "Company Name" ``` ### 4. Understanding Recent Changes ``` 1. Find previous snapshot: make latest 2. make explain FROM= TO= 3. make ask Q="What drove these changes?" ``` ### 5. Running Valuations ``` 1. make value SNAPSHOT=portfolio\/latest.json 2. Review warnings about missing fundamentals 3. Optional: Fill fundamentals in valuations\/inputs\/ 4. Re-run valuation ``` ## VERIFICATION & SUCCESS CRITERIA Success means: - Agent identifies the correct command(s) for user's intent - Agent explains what the command will do - Agent identifies any missing prerequisites - Agent suggests workflow order if multiple steps needed ## FAILURE HANDLING & RECOVERY **If user intent is unclear:** - Ask clarifying questions - List 2-3 most likely workflows - Example: "Are you trying to ingest new data, analyze existing portfolio, or make a decision?" **If prerequisites are missing:** - Identify what's missing (e.g., "No portfolio snapshots found") - Suggest the prerequisite command first - Example: "Before analyzing, you need to ingest data: make ingest PDF=..." **If no suitable command exists:** - Explain what operations ARE available - Ask if user can rephrase their goal - Do NOT invent capabilities that don't exist ## NOTES FOR AGENT REASONING **Design Intent:** This skill serves as the "front door" to the Investment OS. An agent should consult this when uncertain about capabilities or workflow ordering. **Conservative Approach:** - Always prefer Makefile targets over raw CLI commands (shorter, documented) - Always suggest `make doctor` if system state is uncertain - Always suggest `make summarize` before `make ask` or `make decide` **Composition Pattern:** Most workflows follow: **ingest → summarize → analyze → decide** - Ingest brings data in - Summarize creates queryable state - Analyze applies thinking (ask, explain, value) - Decide creates structured memos **What This Skill Does NOT Do:** - Does not execute commands (other skills do that) - Does not make recommendations about what to analyze - Does not interpret results - Does not access external data Use this skill as a "routing table" to dispatch to more specific skills.