Prompt Templates

Prompt templates are pre-built workflows that guide your AI assistant through multi-step analysis. Select a prompt and the AI will automatically use the right tools in the right order.

📊

Analyze Portfolio

Comprehensive portfolio analysis — performance metrics, signals for each holding, risk assessment, and rebalancing suggestions.

Parameters: portfolioId (optional)

Uses tools: list_portfolios, get_portfolio, get_signal, get_portfolio_signals

⚖️

Compare Strategies

Side-by-side strategy comparison across multiple assets — which indicator families work best, current signals, and cross-asset patterns.

Parameters: assets (required, comma-separated tickers)

Uses tools: get_asset_top_strategies, get_strategy_families, get_signal

🛡️

Risk Assessment

Full risk analysis — concentration risk, signal health, correlation risk, market context, and actionable risk mitigation steps.

Parameters: None

Uses tools: list_portfolios, get_portfolio, get_portfolio_signals, list_watchlists, get_leaderboard, get_signal_performance

🔍

Find Opportunities

Discover new trading opportunities based on current signals, strategy performance, and optional criteria (e.g., "tech stocks", "low drawdown").

Parameters: criteria (optional, e.g., "tech stocks")

Uses tools: get_opportunities, get_leaderboard, get_signal_performance, get_signal, get_asset_top_strategies

☕

Morning Brief

Your personalized morning trading brief — signal changes overnight, portfolio health check, notifications, and today's opportunities.

Parameters: None

Uses tools: get_morning_brief, get_portfolio_signals, list_notifications, get_opportunities

How to Use Prompts

In Claude Desktop and other MCP-compatible clients, prompts appear in the prompt selector (often accessible via a "/" command or prompt menu). Select a prompt, fill in any required parameters, and the AI will execute the workflow automatically.

You can also trigger these workflows naturally by asking your AI assistant. For example, saying "analyze my portfolio" will typically trigger the same workflow as the Analyze Portfolio prompt.