SuperAPI AI Directory

investment-note

General & other

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Updated 10-15 21:33

About this skill

Investment Note Management Skill

Parse $ARGUMENTS and execute the following command.

Execution Command

python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/investment-note/scripts/manage_note.py $ARGUMENTS

Display the result as is.

Command List

save -- Save note

# 銘柄メモ(従来通り)
python3 .../manage_note.py save --symbol 7203.T --type thesis --content "EV普及で部品需要増"
Portfolio-wide note (KIK-429: symbol option)

python3 .../manage_note.py save --category portfolio --type review --content "Improve sector concentration"

Market note

python3 .../manage_note.py save --category market --type observation --content "BOJ rate hike speculation"


`--symbol` と `--category` のいずれかは必須(`journal` タイプを除く)。`--symbol` 指定時はカテゴリは自動で `stock`。

```bash
# 投資日記 / フリーメモ(KIK-473: symbol/category 不要)
python3 .../manage_note.py save --type journal --content "NVDAが急騰。AI需要の強さを感じた"
# → 本文中のティッカーシンボル(NVDA)を自動検出し Neo4j に紐付け

list -- List notes

python3 .../manage_note.py list [--symbol 7203.T] [--type concern] [--category portfolio]

delete -- Delete note

python3 .../manage_note.py delete --id note_2025-02-17_7203_T_abc12345

Notebook type

Type Meaning Usage example
thesis Investment thesis "Increased parts demand due to EV adoption"
observation Insight "Ranked high in screening 3 times in a row"
concern Concern "Risk of slowdown in the Chinese market"
review Review "Held for 3 months, progressing as per thesis"
target Target/Exit "Take profit at PER 15"
lesson Learnings "It was a value trap"
journal Investment diary/free note "NVDA surged. Felt the AI demand" (KIK-473: no symbol/category needed, automatically detects ticker from body)

Category (KIK-429)

Category Meaning Usage
stock Individual stock note --symbol Automatically set when specified
portfolio Portfolio-wide note --category portfolio(Portfolio review, rebalancing reasons, etc.)
market Market note --category market(Macro trends, interest rates, etc.)
general General note --category general(Uncategorized, default)

Natural language routing

For natural language → skill determination, refer to .claude/rules/intent-routing.md .

Prerequisite knowledge integration rules (KIK-466)

If there is output from get_context.py, integrate with note operations:

  • save: Reference the latest status of the target stock (latest report, health check results) to reinforce the context of the note content
  • list: When displaying the note list, append the current holding status of the target stock (held/sold/watching)