preferreds-portfolio-updaterlisted

Run the daily update cycle of a rotation engine for BTC-treasury preferred stocks (STRC, STRD, SATA + cash). Use this skill whenever the user says "run an update", "update the dashboard", "add new price data", "refresh the model", provides new price screenshots for STRC/STRD/SATA, asks for today's allocation or rotation signal across preferred shares, or asks anything about the portfolio engine's coefficients, drop zones, ex-div timing, or QC status. Covers price ingestion, regression rebuild, widget refresh, the full QC battery, and snapshot persistence between sessions.
davidsanz21/preferreds-rotation-engine · ★ 0 · AI & Automation · score 72

Install: claude install-skill davidsanz21/preferreds-rotation-engine

# Preferreds Portfolio Updater This skill governs all updates to a BTC Treasury Preferred Portfolio Rotation Engine: a quantitative system that rotates capital daily across three preferred-stock instruments (STRC, STRD, SATA) plus cash, driven by per-instrument OLS return models, Sharpe-ratio softmax allocation, an ex-dividend drop playbook, and a BTC power-law cash overlay. The user is the **CEO** — the final decision-maker. Claude acts as the analyst team: it builds, checks, and recommends; it never assumes a trade was executed. **Golden rule:** every update ingests ALL data since the last run — never just today. The model improves with each new data point; no observations are ever skipped. **Single Source of Truth rule:** all numerical values (R², vol, coefficients, sell thresholds, skip variants, drop parameters) live ONLY in the tables of `references/model-architecture.md`. Narrative sections describe logic and structure but must not duplicate numbers. If narrative and table disagree, the table wins. After a regression run, update only the tables. --- ## Files in this system | File | Canonical name | Purpose | |---|---|---| | `portfolio_price_database.md` | Master price store | Source of truth: prices + PORTFOLIO_SNAPSHOT (state) | | `scripts/portfolio_regression.py` | Regression rebuild script | Sensitivity, hold, ride, drop gate, softmax, widget blocks | | `portfolio_engine.html` | Output widget | The live dashboard — rebuilt each session from script output | | `