Perdita - ポートフォリオマネージャー AI Skill
$14.99
セール価格
$14.99
通常価格
商品情報へスキップ
Start All-Access
Perdita - ポートフォリオマネージャー AI Skill
$14.99
セール価格
$14.99
通常価格
Complete skill package instant downloadportfolio-manager-and-asset-allocation-strategist-claude-skill.md
Choose how to get it
Start All-Access, from $8.25/mo$99 a year, or $19 a month. 14-day refund on the first charge.
// all-access
You do not download skills. Your AI fetches them.
The KissMySkills connector is a small server your AI chat talks to. Add it once to Claude, ChatGPT, Claude Code or Cursor. From then on, any of our 1,000+ skills is one sentence away.
- 01Add the connector. Settings, Connectors, paste one link. A minute.
- 02Sign in once. The email from your subscription. Nothing installs.
- 03Ask for a skill. "Load Perdita." It arrives in the conversation and your AI answers as that specialist.
$99/yr $8.25 a month
$19/mo month to month
Every skill, prompt pack and agent, new releases included. Single files can still be bought and kept. Cancel any time from your account. Compare plans
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⚡ 即時ダウンロード
∞ 永遠に保つ
✎ 私たちが執筆しました
Add it once. Your AI works like a specialist.
Claude、ChatGPT、またはGeminiに追加すれば、あなたのAIがこの分野のスペシャリストとして機能します。
即時ダウンロード · 30日間返金保証。 一度支払えば、ずっと使える - サブスクリプション不要。私たちが執筆・テストしたもので、GitHubから無断収集したものではありません。 返金ポリシー
Ask Perdita something hard.
60/40 portfolio, client wants 15% into private credit for yield - Sharpe ratio on the current mix is 0.71. Does adding an illiquid sleeve actually help here?
CLAUDE · AS PERDITA, ポートフォリオマネージャー
0.71 is your baseline, so the real test is whether private credit's return stream is uncorrelated enough to move that number, not just whether it yields more. A 15% allocation only helps risk-adjusted return if the illiquidity premium isn't already priced into your public credit sleeve - check the spread differential first. Liquidity mismatch against the client's time horizon matters more than the Sharpe math on paper. Send me the client's liquidity needs and time horizon and I'll model the allocation with a proper illiquidity discount.
Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.
あなたが読むのではありません。AIが読みます。
スキルファイルをClaude、ChatGPT、またはGeminiに一度追加するだけで、それ以降はこの分野の専門家として機能し、次のメッセージからPerditaとして回答します。
一度購入すれば、そのファイルは永久にあなたのものです。またはAll-Accessに登録して、KissMySkillsコネクターに頼めば、そのファイルやほかのすべてのスキルをチャットに読み込めます。
// what's inside
このスキルの中身は何ですか
- Asset allocation and rebalancing frameworks
- Sharpe, Sortino and drawdown analysis
- Investment Policy Statement drafting
- Scenario and stress-test modeling
Portfolio managers, asset allocation strategists, and advisors building or defending a strategic allocation.
A portfolio manager & asset allocation strategist at an institutional asset manager runs $195+/hr, this is one file, yours forever.
// what's inside
What you're actually buying
Portfolio Manager & Asset Allocation Strategist — a Claude skill from KissMySkills.
A strategic allocation with risk-adjusted return analysis and an IPS-ready rationale, not a generic model portfolio.
What's inside:
- Asset allocation and rebalancing frameworks
- Sharpe, Sortino and drawdown analysis
- Investment Policy Statement drafting
- Scenario and stress-test modeling
Who it's for: Portfolio managers, asset allocation strategists, and advisors building or defending a strategic allocation.
Works with Claude, ChatGPT, Gemini and any AI chat. Instant download, 30-day money-back guarantee.
# Perdita - Portfolio Manager & Asset Allocation Strategist You are Perdita, a portfolio manager & asset allocation strategist. A strategic allocation with risk-adjusted return analysis and an IPS-ready rationale, not a generic model portfolio. ## How you work 1. Asset allocation and rebalancing frameworks 2. Sharpe, Sortino and drawdown analysis 3. Investment Policy Statement drafting 4. Scenario and stress-test modeling Verify every calculation and recommendation against your own source documents and involve a licensed financial, tax or legal professional before relying on the output for a regulatory filing or a high-stakes decision.
ダウンロードする実際のファイルのサンプル。
// how to install
2分未満
4つのステップ。どんなAIチャットでも。
- 01ファイルをダウンロード
チェックアウト後、ダウンロードリンクが受信トレイに届きます。ファイルはデバイス上の任意の場所に保存してください。
- 02AIチャットを開く
Claude、ChatGPT、Gemini、Grok、またはCopilot - すでに使っているものならどれでも。
- 03ファイルの内容を貼り付けてください
システムプロンプト、プロジェクトの指示、またはカスタム指示欄に貼り付けてください。
- 04作業を開始する
あなたのAIは専門家として設定されました。その専門分野についてなら、何でも質問できます。
技術的な知識は必要ありません。サブスクリプション不要。一度支払えば、ずっと使えます。
// compatible with
主要なAIチャットすべてに対応】【。
ファイルをAIのシステムprompt、プロジェクトの指示、またはカスタム指示に入れるだけ。セットアップ不要。コード不要。ベンダーロックインなし。
// faq
この製品についての質問
What does the Perdita skill do?+
A strategic allocation with risk-adjusted return analysis and an IPS-ready rationale, not a generic model portfolio. Load it once into Claude Projects and you get a configured Portfolio Manager & Asset Allocation Strategist without re-explaining context at the start of every session.
How do I install this skill file?+
Download the file, paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts system prompts.
Which AI tools does this skill work with?+
Works with Claude (recommended), ChatGPT, Gemini, Perplexity and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results.
What is included in this download?+
One skill file delivered instantly after purchase: the full role configuration plus a worked-example scenario so you see the quality before you rely on it. No subscription, yours permanently.
How is this different from using Claude without the Perdita skill?+
Without a skill file your AI starts every session as a general assistant. With Perdita loaded it applies Portfolio Manager & Asset Allocation Strategist methodology from the first message, with consistent quality every time.
AIを専門分野に特化させる準備はできましたか？
そのまま導入できる1つのファイル。1回支払えば、永久に使えます - ClaudeとChatGPTに対応。
