[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M713KXNC765N2WXG19RMEN2N":3,"skill-same:01M713KXNC765N2WXG19RMEN2N":70},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":39,"linkOnly":40,"markdownContent":41,"markdownBody":42,"frontMatter":43,"refName":47,"commitSha":48,"skillDirectory":49,"forksCount":50,"repositoryHtmlUrl":51,"repositoryHomepageUrl":6,"ownerHtmlUrl":52,"ownerBlogUrl":53,"ownerDescription":54,"updatedAt":55,"install":56,"resources":69},"01M713KXNC765N2WXG19RMEN2N","investment-analysis-progress-review",null,"Review progress for fund managers, investors and research subscribers against their plan and adjust it with evidence.\nTRIGGERS - Use when a investment analyst needs a progress review & adjustment for fund managers, investors and research subscribers in investment firms.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Finvestment-analysis-progress-review\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"review","progress","investment analysis progress review","investment analysis","investment","analysis","it","fund","analyst","research","plan","with","managers","when","use","adjust","triggers","for","investors","evidence","2026-11-10 10:12:30",false,"---\nname: investment-analysis-progress-review\ndescription: |\n  Review progress for fund managers, investors and research subscribers against their plan and adjust it with evidence.\n  TRIGGERS - Use when a investment analyst needs a progress review & adjustment for fund managers, investors and research subscribers in investment firms.\ncategory: Investment Analysis\nlicense: MIT\nversion: 1.0\n---\n# Progress Review & Adjustment — Investment Analysis\n\nReview progress for fund managers, investors and research subscribers against their plan and adjust it with evidence. The deliverable is a progress review summary with decisions and an updated plan.\nThis skill is written for a investment analyst working with fund managers, investors and research subscribers in investment firms.\n\n## When to use\n- You are a investment analyst preparing, delivering or reviewing this part of your work in investment firms.\n- You need a defensible, repeatable approach that produces a progress review summary with decisions and an updated plan.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Valuation | estimating what an investment is worth |\n| DCF | discounted cash flow, valuing an asset from its future cash |\n| Thesis | the reasoned case for an investment |\n\n## Workflow\n1. **Step 1** - Pull together research reports and the latest results for forecast accuracy since the last review\n2. **Step 2** - Compare actual progress with the plan's goals and timelines; identify what moved, what stalled and why\n3. **Step 3** - Discuss the evidence with fund managers, investors and research subscribers honestly, including where the original plan no longer fits\n4. **Step 4** - Agree adjustments: continue, intensify, change approach or close — and record the reasoning\n5. **Step 5** - Update the plan and review date, and communicate changes to everyone involved in investment firms\n\n## Profession-Specific Components\n| Component | Details for Investment Analysis |\n|-----------|-------------------------------|\n| Core documentation | research reports; financial models; valuation notes; meeting records |\n| Core tools & equipment | market data terminals; modelling software; company filings databases; research platforms |\n| People involved | fund managers, investors and research subscribers; the investment analyst; colleagues and other services in investment firms |\n| Primary record | research reports — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in investment firms] | **Objective:** [What this must achieve] | **Audience:** [fund managers, investors and research subscribers and other stakeholders]\n\nThe finished output is a progress review summary with decisions and an updated plan, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in research reports.\n2. **Short-term:** Complete the workflow steps and record outcomes against forecast accuracy.\n3. **Medium-term:** Review results, close actions, and update local procedures in investment firms.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| forecast accuracy | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n| report timeliness | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n| idea performance | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n| compliance review pass rates | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: conflicts of interest undisclosed.\n- Never let this happen: model errors.\n- Never let this happen: insider information mishandled.\n- Work only within the competence and authority of a investment analyst; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to investment firms's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA investment analyst in investment firms applies this workflow for fund managers, investors and research subscribers: they open\nresearch reports, work through the five steps using market data terminals, and close by recording\nthe outcome against forecast accuracy and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Progress Review & Adjustment — Investment Analysis\n\nReview progress for fund managers, investors and research subscribers against their plan and adjust it with evidence. The deliverable is a progress review summary with decisions and an updated plan.\nThis skill is written for a investment analyst working with fund managers, investors and research subscribers in investment firms.\n\n## When to use\n- You are a investment analyst preparing, delivering or reviewing this part of your work in investment firms.\n- You need a defensible, repeatable approach that produces a progress review summary with decisions and an updated plan.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Valuation | estimating what an investment is worth |\n| DCF | discounted cash flow, valuing an asset from its future cash |\n| Thesis | the reasoned case for an investment |\n\n## Workflow\n1. **Step 1** - Pull together research reports and the latest results for forecast accuracy since the last review\n2. **Step 2** - Compare actual progress with the plan's goals and timelines; identify what moved, what stalled and why\n3. **Step 3** - Discuss the evidence with fund managers, investors and research subscribers honestly, including where the original plan no longer fits\n4. **Step 4** - Agree adjustments: continue, intensify, change approach or close — and record the reasoning\n5. **Step 5** - Update the plan and review date, and communicate changes to everyone involved in investment firms\n\n## Profession-Specific Components\n| Component | Details for Investment Analysis |\n|-----------|-------------------------------|\n| Core documentation | research reports; financial models; valuation notes; meeting records |\n| Core tools & equipment | market data terminals; modelling software; company filings databases; research platforms |\n| People involved | fund managers, investors and research subscribers; the investment analyst; colleagues and other services in investment firms |\n| Primary record | research reports — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in investment firms] | **Objective:** [What this must achieve] | **Audience:** [fund managers, investors and research subscribers and other stakeholders]\n\nThe finished output is a progress review summary with decisions and an updated plan, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in research reports.\n2. **Short-term:** Complete the workflow steps and record outcomes against forecast accuracy.\n3. **Medium-term:** Review results, close actions, and update local procedures in investment firms.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| forecast accuracy | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n| report timeliness | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n| idea performance | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n| compliance review pass rates | Agree a local target and track the trend | Measured from research reports and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: conflicts of interest undisclosed.\n- Never let this happen: model errors.\n- Never let this happen: insider information mishandled.\n- Work only within the competence and authority of a investment analyst; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to investment firms's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA investment analyst in investment firms applies this workflow for fund managers, investors and research subscribers: they open\nresearch reports, work through the five steps using market data terminals, and close by recording\nthe outcome against forecast accuracy and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":44,"category":45,"description":46},1,"Investment Analysis","Review progress for fund managers, investors and research subscribers against their plan and adjust it with evidence.\nTRIGGERS - Use when a investment analyst needs a progress review & adjustment for fund managers, investors and research subscribers in investment firms.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Finvestment-analysis-progress-review",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":57,"prompt":67,"zipAvailable":68},[58,61,64],{"tool":59,"command":60},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill investment-analysis-progress-review",{"tool":62,"command":63},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill investment-analysis-progress-review",{"tool":65,"command":66},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill investment-analysis-progress-review","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Finvestment-analysis-progress-review\u002FSKILL.md",true,[],[71,92,105,118,135,149],{"skillNo":72,"name":73,"nameZh":6,"description":74,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":75,"categories":76,"keywords":77,"publishedAt":39},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[78,79,80,81,82,83,36,84,85,86,32,87,33,88,35,89,90,91],"youth work troubleshooting guide","work","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":93,"name":94,"nameZh":6,"description":95,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":96,"categories":97,"keywords":98,"publishedAt":39},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[99,79,100,101,32,87,33,102,88,35,103,36,91,104,84,85],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":106,"name":107,"nameZh":6,"description":108,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":109,"categories":110,"keywords":111,"publishedAt":39},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[112,113,79,114,115,84,85,87,33,88,35,116,117,36,91,32],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":119,"name":120,"nameZh":6,"description":121,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":122,"categories":123,"keywords":129,"publishedAt":39},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[124],{"categoryNo":125,"categoryName":126,"taxonomyType":127,"taxonomyTypeDesc":128},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[130,79,131,132,36,133,91,35,134,84,85,32,87,33,88],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":136,"name":137,"nameZh":6,"description":138,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":139,"categories":140,"keywords":141,"publishedAt":39},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[142,143,144,79,145,85,82,146,84,32,87,33,88,35,36,147,148,91],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":150,"name":151,"nameZh":6,"description":152,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":153,"categories":154,"keywords":158,"publishedAt":39},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[155],{"categoryNo":156,"categoryName":157,"taxonomyType":127,"taxonomyTypeDesc":128},"01JBSEEDCAT000000000000015","视觉设计",[79,159,29,160,36,35,88,161,162,91,85,84,87,33,32],"service","youth work service plan","design","as"]