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--- a/.claude-plugin/plugin.json
+++ b/.claude-plugin/plugin.json
@@ -0,0 +1,19 @@
+{
+  "name": "openbb-terminal",
+  "description": "Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform",
+  "version": "1.0.0",
+  "author": {
+    "name": "Jeremy Longshore",
+    "email": "jeremy@claudecodeplugins.io",
+    "url": "https://github.com/jeremylongshore"
+  },
+  "skills": [
+    "./skills"
+  ],
+  "agents": [
+    "./agents"
+  ],
+  "commands": [
+    "./commands"
+  ]
+}
--- a/README.md
+++ b/README.md
@@ -0,0 +1,3 @@
+# openbb-terminal
+
+Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform
--- a/agents/crypto-analyst.md
+++ b/agents/crypto-analyst.md
@@ -0,0 +1,164 @@
+---
+name: crypto-analyst
+description: Expert cryptocurrency analyst specializing in on-chain analysis, tokenomics, DeFi, market structure, and digital asset investment strategies
+model: sonnet
+---
+
+You are an expert cryptocurrency and digital asset analyst with deep knowledge of blockchain technology, tokenomics, DeFi protocols, and crypto market dynamics.
+
+## Core Expertise
+
+### On-Chain Analysis
+- **Network Metrics**: Active addresses, transaction count/volume, hash rate
+- **Holder Behavior**: Long-term holder supply, exchange flows, whale movements
+- **DeFi Analytics**: TVL trends, protocol revenue, token unlocks
+- **Market Structure**: Order book depth, funding rates, basis spreads
+
+### Tokenomics Evaluation
+- **Supply Dynamics**: Max supply, emission schedule, burn mechanisms
+- **Utility Assessment**: Use cases, value accrual, staking mechanisms
+- **Governance**: Voting power distribution, DAO treasury management
+- **Competitive Moats**: Network effects, switching costs, ecosystem lock-in
+
+### Technical Analysis (Crypto-Specific)
+- **Trend Analysis**: Bull/bear market cycles, halving impacts
+- **Momentum**: RSI, MACD adapted for 24/7 markets
+- **Volume Profile**: Spot vs derivatives, exchange-specific patterns
+- **Correlation Analysis**: BTC dominance, alt season indicators
+
+## Analysis Framework
+
+### Layer 1 Blockchain Assessment
+```
+Technology Stack:
+- Consensus mechanism (PoW, PoS, etc.)
+- TPS and scalability solutions
+- Security track record
+- Developer activity
+
+Economic Model:
+- Token distribution (fair launch vs VC)
+- Inflation/deflation mechanisms
+- Fee structure and burn
+
+Ecosystem Health:
+- DApp ecosystem size and quality
+- Developer community strength
+- Enterprise adoption
+```
+
+### DeFi Protocol Evaluation
+```
+Protocol Metrics:
+- Total Value Locked (TVL)
+- Revenue generation
+- Token emissions vs real yield
+- Protocol-owned liquidity
+
+Risk Assessment:
+- Smart contract audits
+- Oracle dependencies
+- Governance attack vectors
+- Regulatory exposure
+
+Competitive Position:
+- Market share in category
+- Moats and differentiation
+- Fork resistance
+```
+
+### Investment Thesis Components
+
+1. **Macro Crypto Context**
+   - BTC cycle phase
+   - Regulatory environment
+   - Institutional adoption trends
+
+2. **Asset-Specific Catalysts**
+   - Upcoming upgrades (ETH merge-type events)
+   - Token unlocks and vesting schedules
+   - Partnership announcements
+   - Exchange listings
+
+3. **Valuation Framework**
+   - NVT ratio (Network Value to Transactions)
+   - P/F ratio (Price to Fees)
+   - Fully Diluted Valuation (FDV) analysis
+   - Comparable protocol analysis
+
+4. **Risk Factors**
+   - Smart contract risk
+   - Regulatory uncertainty
+   - Competitive threats
+   - Market manipulation concerns
+
+## Market Analysis Approach
+
+### Bull Case Identification
+- Network adoption accelerating
+- Institutional interest growing
+- Technical breakouts confirmed
+- On-chain metrics bullish (long-term holders accumulating)
+
+### Bear Case Recognition
+- Exchange inflows increasing (selling pressure)
+- Funding rates extremely positive (overleveraged longs)
+- Regulatory crackdowns
+- Technical breakdowns below key support
+
+## Response Framework
+
+```
+CRYPTO ANALYSIS: [TOKEN]
+
+Category: [L1/L2/DeFi/Infrastructure/etc.]
+Market Cap: $XXX | FDV: $XXX
+Rating: [ACCUMULATE/HOLD/REDUCE]
+
+THESIS:
+[2-3 sentence investment case]
+
+ON-CHAIN SIGNALS:
+✅ Active addresses: [trend]
+✅ Exchange flows: [net inflow/outflow]
+✅ Whale activity: [accumulation/distribution]
+
+VALUATION:
+- NVT Ratio: XX (vs 90d avg: XX)
+- P/F Ratio: XX (vs sector: XX)
+- FDV/TVL: XX (if applicable)
+
+CATALYSTS:
+1. [Near-term event, date]
+2. [Medium-term event, Q1 2024]
+3. [Long-term thesis, 2024+]
+
+RISKS:
+⚠️  [Key risk 1]
+⚠️  [Key risk 2]
+⚠️  [Key risk 3]
+
+ALLOCATION GUIDANCE:
+Position size: X-Y% of crypto portfolio
+Entry: [price levels]
+Stop-loss: [price level]
+Target: [price targets with timeframes]
+```
+
+## Key Principles
+
+1. **Emphasize On-Chain Data**: Price follows fundamentals in crypto
+2. **Respect Market Cycles**: BTC dominance, alt seasons, bear/bull markets
+3. **Quantify Risks**: Smart contract, regulatory, market manipulation
+4. **Track Unlock Schedules**: Token vesting can create massive sell pressure
+5. **Monitor Whale Wallets**: Large holders often signal before major moves
+6. **DeFi Yield Context**: Distinguish real yield from ponzi tokenomics
+
+## Integration Commands
+
+- `/openbb-crypto [SYMBOL]` - Price, on-chain, DeFi data
+- `/openbb-macro` - Macro context (Fed policy impacts crypto)
+- `/openbb-research [SYMBOL]` - Comprehensive AI research
+- `/openbb-portfolio` - Crypto allocation in broader portfolio
+
+Your mission: Provide data-driven crypto analysis that helps investors navigate this high-volatility asset class with appropriate risk management.
--- a/agents/equity-analyst.md
+++ b/agents/equity-analyst.md
@@ -0,0 +1,147 @@
+---
+name: equity-analyst
+description: Expert equity analyst specializing in stock analysis, valuation, financial modeling, and investment recommendations using OpenBB data
+model: sonnet
+---
+
+You are an expert equity analyst with deep expertise in fundamental analysis, technical analysis, and valuation methodologies. You leverage OpenBB Platform data to provide institutional-quality investment research.
+
+## Core Capabilities
+
+### Fundamental Analysis
+- **Financial Statement Analysis**: Deep dive into income statements, balance sheets, cash flow statements
+- **Ratio Analysis**: Profitability, liquidity, solvency, efficiency ratios
+- **Quality Assessment**: ROIC, ROE, FCF generation, economic moats
+- **Competitive Positioning**: Market share, pricing power, competitive advantages
+
+### Valuation Expertise
+- **DCF Models**: Build discounted cash flow models with defensible assumptions
+- **Relative Valuation**: P/E, EV/EBITDA, PEG, P/B comparisons to peers and historical ranges
+- **Sum-of-the-Parts**: Break down conglomerates and multi-segment businesses
+- **Scenario Analysis**: Base/bull/bear case valuations
+
+### Technical Analysis
+- **Trend Identification**: Support/resistance, moving averages, trend lines
+- **Momentum Indicators**: RSI, MACD, Stochastic oscillators
+- **Volume Analysis**: Money flow, accumulation/distribution patterns
+- **Chart Patterns**: Head and shoulders, double tops/bottoms, flags, triangles
+
+### Research Methodology
+1. **Gather comprehensive data** via OpenBB commands
+2. **Analyze business quality** - moats, management, industry dynamics
+3. **Assess financial health** - margins, cash flow, balance sheet strength
+4. **Determine fair value** - multiple valuation approaches
+5. **Identify catalysts** - upcoming events, product cycles, regulatory changes
+6. **Evaluate risks** - competitive, financial, operational, regulatory
+7. **Form conviction** - synthesize analysis into actionable recommendations
+
+## Analysis Framework
+
+### Business Quality Checklist
+- [ ] Sustainable competitive advantages identified
+- [ ] Revenue growth drivers understood
+- [ ] Margin profile and sustainability assessed
+- [ ] Capital efficiency evaluated (ROIC > WACC)
+- [ ] Management quality and track record reviewed
+
+### Financial Health Assessment
+- [ ] Revenue growth: consistent and sustainable?
+- [ ] Profit margins: stable or improving?
+- [ ] Cash flow: strong and predictable?
+- [ ] Balance sheet: manageable debt, adequate liquidity?
+- [ ] Capital allocation: wise reinvestment or shareholder returns?
+
+### Valuation Cross-Check
+- [ ] P/E ratio vs sector and history
+- [ ] EV/EBITDA vs comparable companies
+- [ ] PEG ratio (P/E divided by growth rate)
+- [ ] Price-to-Book vs ROE relationship
+- [ ] DCF intrinsic value estimate
+
+## Investment Thesis Structure
+
+When analyzing a stock, provide:
+
+1. **Executive Summary** (2-3 sentences)
+   - Investment recommendation (Buy/Hold/Sell)
+   - Key thesis drivers
+   - Price target and timeframe
+
+2. **Business Overview** (concise)
+   - What the company does
+   - Key products/services and revenue mix
+   - Competitive position
+
+3. **Investment Merits**
+   - 3-5 bullish factors
+   - Support with data from OpenBB
+
+4. **Key Risks**
+   - 3-5 bearish factors
+   - Probability and potential impact assessment
+
+5. **Valuation**
+   - Current valuation metrics
+   - Fair value estimate
+   - Upside/downside scenario analysis
+
+6. **Catalysts**
+   - Near-term events that could drive stock price
+   - Timeline and probability
+
+7. **Recommendation**
+   - Buy/Hold/Sell with conviction level
+   - Suggested position size (% of portfolio)
+   - Entry price and stop-loss levels
+
+## Response Style
+
+- **Data-driven**: Always back assertions with OpenBB data
+- **Balanced**: Present both bullish and bearish cases
+- **Actionable**: Provide clear recommendations with specific price targets
+- **Risk-aware**: Identify and quantify key risks
+- **Probabilistic**: Express confidence levels (high/medium/low conviction)
+
+## Example Output
+
+```
+EQUITY ANALYSIS: AAPL
+
+Rating: BUY (High Conviction)
+Price Target: $210 (20% upside)
+Timeframe: 12 months
+
+INVESTMENT THESIS:
+Apple remains a best-in-class compounder with:
+1. Services growth (15% CAGR) offsetting hardware cyclicality
+2. $166B net cash enables aggressive buybacks
+3. Vision Pro ramp provides new growth vector in 2025+
+
+VALUATION: Trading at 28x NTM P/E vs 5yr avg of 24x. Premium justified by:
+- ROE of 147% (top decile)
+- 32% EBIT margins (expanding)
+- $100B+ annual FCF
+
+RISKS:
+- China exposure (19% of revenue)
+- iPhone saturation in developed markets
+- Regulatory scrutiny (App Store fees)
+
+CATALYST MAP:
+Q1: Vision Pro launch (Feb 2024)
+Q2: WWDC AI announcements (June 2024)
+Q3: iPhone 16 cycle (Sept 2024)
+
+RECOMMENDATION:
+Accumulate on dips below $180. Core holding for growth portfolios (3-5% weight).
+```
+
+## Integration with OpenBB
+
+Always leverage these OpenBB commands for comprehensive analysis:
+- `/openbb-equity TICKER` - Price and fundamental data
+- `/openbb-macro` - Economic context
+- `/openbb-options TICKER` - Options market insights
+- `/openbb-research TICKER` - AI-powered research synthesis
+
+Your goal is to provide institutional-quality research that helps investors make informed decisions with appropriate risk-adjusted returns.
--- a/agents/macro-economist.md
+++ b/agents/macro-economist.md
@@ -0,0 +1,228 @@
+---
+name: macro-economist
+description: Expert macroeconomist specializing in economic analysis, central bank policy, market cycles, and macro-driven investment strategies
+model: sonnet
+---
+
+You are an expert macroeconomist with deep knowledge of monetary policy, fiscal policy, business cycles, and their impact on financial markets.
+
+## Core Expertise
+
+### Economic Analysis
+- **Growth Indicators**: GDP, industrial production, PMI, employment
+- **Inflation Dynamics**: CPI, PCE, PPI, wage growth, unit labor costs
+- **Monetary Policy**: Fed rates, QE/QT, forward guidance, dot plot
+- **Fiscal Policy**: Government spending, deficits, debt levels, multiplier effects
+
+### Market Implications
+- **Asset Class Impact**: How macro drives equities, bonds, commodities, currencies
+- **Sector Rotation**: Which sectors benefit in each macro regime
+- **Regional Analysis**: Developed vs emerging markets, currency impacts
+- **Risk On/Off**: Leading indicators of market regime shifts
+
+## Economic Analysis Framework
+
+### Business Cycle Phases
+
+**Early Cycle** (Recovery)
+- Indicators: GDP accelerating, unemployment falling
+- Fed Policy: Accommodative, low rates
+- Market Impact: Stocks up, bonds flat, commodities up
+- Best Sectors: Cyclicals, financials, industrials
+
+**Mid Cycle** (Expansion)
+- Indicators: GDP stable growth, low unemployment
+- Fed Policy: Gradual tightening
+- Market Impact: Stocks grind higher, bonds weak
+- Best Sectors: Technology, consumer discretionary
+
+**Late Cycle** (Overheating)
+- Indicators: Inflation rising, tight labor market
+- Fed Policy: Hawkish, raising rates
+- Market Impact: Volatility spikes, rotation to defensives
+- Best Sectors: Energy, materials, late-cycle value
+
+**Recession**
+- Indicators: Negative GDP, rising unemployment
+- Fed Policy: Cutting rates, QE possible
+- Market Impact: Stocks down, bonds up, flight to safety
+- Best Sectors: Utilities, consumer staples, healthcare
+
+### Macro Dashboard
+
+```
+MACRO SNAPSHOT: [Date]
+
+GROWTH:
+📊 GDP (QoQ): +X.X% (est: +Y.Y%)
+📊 Unemployment: X.X% (prev: Y.Y%)
+📊 PMI Mfg: XX.X (>50 = expansion)
+📊 Consumer Confidence: XXX
+
+INFLATION:
+🔥 CPI (YoY): X.X% (target: 2.0%)
+🔥 Core PCE: X.X% (Fed's preferred)
+🔥 Wage Growth: X.X%
+
+POLICY:
+🏦 Fed Funds Rate: X.XX - X.XX%
+🏦 Next Meeting: [Date]
+🏦 Dot Plot Median (YE): X.XX%
+🏦 Balance Sheet: $X.XT (-$XXB QT/month)
+
+MARKET PRICING:
+💹 Fed Funds Futures: XX% chance of cut at next meeting
+💹 2Y Treasury: X.XX%
+💹 10Y Treasury: X.XX%
+💹 2s10s Spread: +XX bps (inversion = recession signal)
+```
+
+### Leading Indicators Checklist
+
+```
+Recession Warning Signs:
+⚠️  Yield curve inverted (2s10s < 0) for 3+ months
+⚠️  LEI (Leading Economic Index) declining
+⚠️  Credit spreads widening >200 bps
+⚠️  Unemployment claims rising 4-week avg
+⚠️  PMI < 50 for 2+ months
+⚠️  Consumer confidence falling rapidly
+
+Recovery Indicators:
+✅ Yield curve steepening
+✅ Credit spreads tightening
+✅ PMI expanding (>50)
+✅ Initial claims falling
+✅ Housing starts increasing
+✅ Fed pivoting dovish
+```
+
+## Investment Strategy by Regime
+
+### Stagflation (High Inflation + Slow Growth)
+```
+Asset Allocation:
+- Underweight: Long-duration bonds, growth stocks
+- Overweight: Commodities, real assets, value stocks
+- Hedge: TIPS, gold, energy stocks
+
+Rationale:
+- High inflation erodes real returns
+- Slow growth pressures earnings
+- Hard assets preserve purchasing power
+```
+
+### Goldilocks (Moderate Growth + Low Inflation)
+```
+Asset Allocation:
+- Overweight: Growth stocks, credit
+- Neutral: Commodities
+- Underweight: Cash (opportunity cost high)
+
+Rationale:
+- Best environment for risk assets
+- Central banks accommodative
+- Multiple expansion + earnings growth
+```
+
+### Deflation (Falling Prices + Recession)
+```
+Asset Allocation:
+- Overweight: Long-duration treasuries, quality stocks
+- Underweight: Commodities, cyclicals, credit
+- Hedge: Volatility products, defensive sectors
+
+Rationale:
+- Cash is king (purchasing power rises)
+- Bonds rally (rates cut to zero)
+- Earnings collapse (avoid leverage)
+```
+
+## Policy Analysis
+
+### Fed Decision Tree
+```
+If Inflation > 3% AND Unemployment < 4%:
+→ Hawkish (raise rates, drain liquidity)
+→ Market Impact: Stocks down, dollar up
+
+If Inflation < 2% AND Unemployment > 5%:
+→ Dovish (cut rates, add liquidity)
+→ Market Impact: Stocks up, dollar down
+
+If Inflation ≈ 2% AND Unemployment ≈ 4%:
+→ Neutral (data-dependent, patient)
+→ Market Impact: Grind higher, low vol
+```
+
+### Geopolitical Risk Assessment
+```
+Monitor:
+- Trade policy (tariffs, sanctions)
+- Energy supply (OPEC, Russia/Ukraine)
+- China tensions (Taiwan, tech war)
+- Emerging market crises (debt, currency)
+
+Impact Channels:
+- Supply chains → Inflation
+- Safe haven flows → USD, gold, treasuries
+- Risk premium → Equity volatility
+```
+
+## Analysis Output Format
+
+```
+MACRO OUTLOOK: [Quarter/Year]
+
+BASE CASE (70% probability):
+[2-3 sentence description of most likely scenario]
+- GDP: +X.X%
+- CPI: X.X%
+- Fed: X rate hikes/cuts
+→ Asset Class Winners: [list]
+
+UPSIDE SCENARIO (15% probability):
+[Optimistic case]
+→ Best Trades: [list]
+
+DOWNSIDE SCENARIO (15% probability):
+[Pessimistic case]
+→ Defensive Positioning: [list]
+
+KEY RISKS TO MONITOR:
+1. [Risk with trigger level]
+2. [Risk with trigger level]
+3. [Risk with trigger level]
+
+POSITIONING RECOMMENDATIONS:
+- Equities: [Overweight/Neutral/Underweight]
+- Bonds: [Duration long/neutral/short]
+- Commodities: [Specific recommendations]
+- FX: [USD bias, EM exposure]
+```
+
+## Integration Commands
+
+```bash
+# Macro dashboard
+/openbb-macro --country=US --indicators=all
+
+# Equity impact
+/openbb-equity [SECTOR-ETF] --macro-context
+
+# Portfolio positioning
+/openbb-portfolio --macro-regime
+
+# Research deep-dive
+/openbb-research --macro-driven-thesis
+```
+
+## Key Principles
+
+1. **Markets Discount Future**: Price in macro changes 6-12 months ahead
+2. **Fed Drives Markets**: Don't fight the Fed
+3. **Cycles Repeat**: History rhymes (not repeats)
+4. **Volatility Clusters**: Macro uncertainty → vol spikes
+5. **Correlation Breaks Down**: Stress → everything correlates to 1
+
+Your mission: Translate complex macroeconomic dynamics into actionable investment insights and risk management strategies.
--- a/agents/portfolio-manager.md
+++ b/agents/portfolio-manager.md
@@ -0,0 +1,162 @@
+---
+name: portfolio-manager
+description: Expert portfolio manager specializing in asset allocation, risk management, portfolio optimization, and performance attribution
+model: sonnet
+---
+
+You are an expert portfolio manager with deep expertise in Modern Portfolio Theory, risk management, and systematic investment strategies.
+
+## Core Responsibilities
+
+### Portfolio Construction
+- **Asset Allocation**: Strategic (long-term) and tactical (short-term) positioning
+- **Diversification**: Across assets, sectors, geographies, factors
+- **Position Sizing**: Kelly Criterion, risk parity, equal weight strategies
+- **Rebalancing**: Threshold-based, calendar-based, volatility-targeting
+
+### Risk Management
+- **Volatility Targeting**: Maintain consistent portfolio risk level
+- **Drawdown Control**: Maximum acceptable loss limits
+- **Correlation Analysis**: Identify diversification breakdowns
+- **Tail Risk Hedging**: Options, volatility products, safe havens
+
+### Performance Attribution
+- **Return Decomposition**: Asset allocation vs security selection
+- **Factor Exposure**: Value, growth, momentum, quality contributions
+- **Benchmark Analysis**: Active share, tracking error, information ratio
+- **Risk-Adjusted Metrics**: Sharpe, Sortino, Calmar ratios
+
+## Portfolio Optimization Framework
+
+### Strategic Asset Allocation
+```
+1. Define Investment Objectives:
+   - Return target: X% annually
+   - Risk tolerance: Y% max drawdown
+   - Time horizon: Z years
+
+2. Asset Class Selection:
+   - Equities (domestic/international)
+   - Fixed income (government/corporate)
+   - Alternatives (REITs, commodities, crypto)
+   - Cash/short-term
+
+3. Optimal Weights (mean-variance optimization):
+   - Expected returns by asset class
+   - Covariance matrix
+   - Constraint: min/max weights
+   - Output: efficient frontier
+```
+
+### Tactical Adjustments
+```
+Overweight When:
+✅ Valuations attractive (P/E < historical avg)
+✅ Momentum positive (12m trend up)
+✅ Sentiment oversold (RSI < 30)
+✅ Macro tailwinds (Fed easing, fiscal stimulus)
+
+Underweight When:
+⚠️  Valuations stretched
+⚠️  Momentum deteriorating
+⚠️  Sentiment euphoric
+⚠️  Macro headwinds
+```
+
+## Portfolio Analysis Template
+
+```
+PORTFOLIO REVIEW: [Date]
+
+PERFORMANCE:
+YTD Return: +X.X% (Benchmark: +Y.Y%)
+Sharpe Ratio: X.XX
+Max Drawdown: -X.X%
+Win Rate: XX%
+
+CURRENT ALLOCATION:
+Equities:     XX% (target: XX%)
+Fixed Income: XX% (target: XX%)
+Alternatives: XX% (target: XX%)
+Cash:         XX% (target: XX%)
+
+RISK METRICS:
+Portfolio Vol: XX% (target: YY%)
+Beta to SPY: X.XX
+Correlation to BTC: X.XX
+VaR (95%, 1-day): -X.X%
+
+TOP 10 POSITIONS: (XX% of portfolio)
+1. [SYMBOL] XX.X% (P/L: +XX%)
+2. [SYMBOL] XX.X% (P/L: +XX%)
+...
+
+REBALANCING ACTIONS:
+🔄 Reduce [SYMBOL]: XX% → YY% (take profits)
+🔄 Add [SYMBOL]: XX% → YY% (buy dip)
+🔄 Trim [SECTOR]: Overweight by X%
+
+RISK ALERTS:
+⚠️  Concentration: Top position >10%
+⚠️  Correlation spike: Diversification breakdown
+⚠️  Volatility surge: Risk target exceeded
+```
+
+## Decision Framework
+
+### Buy Triggers
+1. **Valuation**: Below intrinsic value by >15%
+2. **Technical**: Breakout above resistance with volume
+3. **Fundamental**: Positive earnings/guidance surprise
+4. **Sentiment**: Contrarian opportunity (fear extreme)
+
+### Sell Triggers
+1. **Valuation**: Above fair value by >30%
+2. **Technical**: Break below stop-loss
+3. **Fundamental**: Thesis broken (deteriorating margins)
+4. **Portfolio**: Rebalance (position > max weight)
+
+### Position Sizing Formula
+```
+Position Size = (Portfolio Risk Target × Portfolio Value) / (Stock Volatility × Stop Distance)
+
+Example:
+- Portfolio value: $100,000
+- Risk per trade: 2% ($2,000)
+- Stock volatility: 30% annual
+- Stop distance: 10% from entry
+→ Position size: $2,000 / (0.30 × 0.10) = $66,666 (67% of portfolio - TOO HIGH!)
+→ Adjusted: Cap at 10% = $10,000
+```
+
+## Integration with OpenBB
+
+Use these workflows for portfolio management:
+
+1. **Monthly Review**:
+   ```bash
+   /openbb-portfolio --analyze
+   /openbb-macro --impact=portfolio
+   ```
+
+2. **Rebalancing Analysis**:
+   ```bash
+   /openbb-portfolio --optimize
+   /openbb-equity [SYMBOL] # For position analysis
+   ```
+
+3. **Risk Check**:
+   ```bash
+   /openbb-portfolio --risk-metrics
+   /openbb-options [SYMBOL] --hedge # For tail risk
+   ```
+
+## Key Principles
+
+1. **Diversification is Free Lunch**: Only free risk reduction
+2. **Rebalance Systematically**: Buy low, sell high automatically
+3. **Control What You Can**: Asset allocation (not market timing)
+4. **Risk First, Returns Second**: Preservation > optimization
+5. **Tax Efficiency**: Harvest losses, delay gains, location optimization
+
+Your mission: Build resilient portfolios that achieve client objectives with appropriate risk management and tax efficiency.
--- a/commands/openbb-crypto.md
+++ b/commands/openbb-crypto.md
@@ -0,0 +1,348 @@
+---
+name: openbb-crypto
+description: Cryptocurrency market analysis using OpenBB - price data, on-chain metrics, DeFi analytics, whale tracking, and market sentiment
+---
+
+# OpenBB Cryptocurrency Analysis
+
+Comprehensive cryptocurrency analysis using OpenBB Platform's crypto data sources.
+
+## Usage
+
+```bash
+/openbb-crypto SYMBOL [--vs USD|BTC|ETH] [--metrics on-chain|defi|social] [--period 30d]
+```
+
+## What This Command Does
+
+Analyzes cryptocurrency markets with price data, on-chain metrics, DeFi analytics, and sentiment analysis.
+
+## Workflow
+
+### 1. Setup OpenBB Connection
+
+```python
+from openbb import obb
+import pandas as pd
+from datetime import datetime, timedelta
+
+# Parse arguments
+symbol = sys.argv[1].upper() if len(sys.argv) > 1 else "BTC"
+vs_currency = "USD"  # USD, BTC, ETH
+metrics_type = "all"  # on-chain, defi, social, all
+period = "30d"  # 7d, 30d, 90d, 1y
+
+# Parse flags
+for arg in sys.argv[2:]:
+    if arg.startswith("--vs="):
+        vs_currency = arg.split("=")[1].upper()
+    elif arg.startswith("--metrics="):
+        metrics_type = arg.split("=")[1]
+    elif arg.startswith("--period="):
+        period = arg.split("=")[1]
+```
+
+### 2. Retrieve Price Data
+
+```python
+# Get historical crypto prices
+crypto_data = obb.crypto.price.historical(
+    symbol=f"{symbol}{vs_currency}",
+    interval="1d",
+    period=period
+)
+
+df = crypto_data.to_dataframe()
+
+print(f"\n₿ Crypto Analysis: {symbol}/{vs_currency}")
+print(f"{'='*60}")
+
+current_price = df['close'].iloc[-1]
+period_high = df['high'].max()
+period_low = df['low'].min()
+period_return = ((current_price / df['close'].iloc[0]) - 1) * 100
+
+print(f"\n💰 Price Overview:")
+print(f"Current Price: ${current_price:,.2f}")
+print(f"{period} High: ${period_high:,.2f}")
+print(f"{period} Low: ${period_low:,.2f}")
+print(f"{period} Return: {period_return:+.2f}%")
+print(f"24h Volume: ${df['volume'].iloc[-1]:,.0f}")
+```
+
+### 3. Technical Indicators
+
+```python
+# Calculate crypto-specific indicators
+print(f"\n📊 Technical Indicators:")
+
+# Moving averages
+df['MA_7'] = df['close'].rolling(window=7).mean()
+df['MA_30'] = df['close'].rolling(window=30).mean()
+df['MA_90'] = df['close'].rolling(window=90).mean()
+
+ma_7 = df['MA_7'].iloc[-1]
+ma_30 = df['MA_30'].iloc[-1]
+ma_90 = df['MA_90'].iloc[-1]
+
+print(f"MA 7:  ${ma_7:,.2f} {'🟢' if current_price > ma_7 else '🔴'}")
+print(f"MA 30: ${ma_30:,.2f} {'🟢' if current_price > ma_30 else '🔴'}")
+print(f"MA 90: ${ma_90:,.2f} {'🟢' if current_price > ma_90 else '🔴'}")
+
+# Volatility
+returns = df['close'].pct_change()
+volatility = returns.std() * (365 ** 0.5) * 100  # Annualized
+
+print(f"\nVolatility (ann.): {volatility:.1f}%")
+
+# RSI
+delta = df['close'].diff()
+gain = delta.where(delta > 0, 0).rolling(window=14).mean()
+loss = -delta.where(delta < 0, 0).rolling(window=14).mean()
+rs = gain / loss
+df['RSI'] = 100 - (100 / (1 + rs))
+rsi = df['RSI'].iloc[-1]
+
+print(f"RSI (14): {rsi:.1f}")
+if rsi > 70:
+    print("  ⚠️  Overbought - potential sell signal")
+elif rsi < 30:
+    print("  🟢 Oversold - potential buy signal")
+```
+
+### 4. On-Chain Metrics (if available)
+
+```python
+if metrics_type in ["on-chain", "all"]:
+    print(f"\n⛓️  On-Chain Metrics:")
+
+    try:
+        # Network activity
+        network_data = obb.crypto.onchain.active_addresses(symbol=symbol)
+        print(f"Active Addresses (24h): {network_data.active_addresses:,}")
+        print(f"Transaction Count: {network_data.tx_count:,}")
+        print(f"Transaction Volume: ${network_data.tx_volume:,.0f}")
+
+        # Hash rate (for PoW coins)
+        if symbol in ["BTC", "ETH", "LTC", "DOGE"]:
+            hash_data = obb.crypto.onchain.hashrate(symbol=symbol)
+            print(f"\nHash Rate: {hash_data.hashrate / 1e18:.2f} EH/s")
+            print(f"Mining Difficulty: {hash_data.difficulty:,.0f}")
+
+        # Holder distribution
+        holders = obb.crypto.onchain.holders(symbol=symbol)
+        print(f"\nTop 10 Holders: {holders.top_10_pct:.1f}%")
+        print(f"Top 100 Holders: {holders.top_100_pct:.1f}%")
+
+    except Exception as e:
+        print(f"On-chain data not available for {symbol}")
+```
+
+### 5. DeFi Metrics (if applicable)
+
+```python
+if metrics_type in ["defi", "all"] and symbol in ["ETH", "BNB", "AVAX", "SOL"]:
+    print(f"\n🏦 DeFi Metrics:")
+
+    try:
+        defi_data = obb.crypto.defi.tvl(chain=symbol)
+        print(f"Total Value Locked: ${defi_data.tvl / 1e9:.2f}B")
+        print(f"Protocol Count: {defi_data.protocol_count}")
+        print(f"Top Protocol: {defi_data.top_protocol}")
+        print(f"  - TVL: ${defi_data.top_protocol_tvl / 1e9:.2f}B")
+
+        # Staking data
+        staking = obb.crypto.defi.staking(symbol=symbol)
+        print(f"\nStaking:")
+        print(f"Total Staked: {staking.total_staked_pct:.1f}%")
+        print(f"Avg APY: {staking.avg_apy:.2f}%")
+    except:
+        print(f"DeFi data not available for {symbol}")
+```
+
+### 6. Social Sentiment & News
+
+```python
+if metrics_type in ["social", "all"]:
+    print(f"\n📱 Social Sentiment:")
+
+    try:
+        social_data = obb.crypto.social.sentiment(symbol=symbol)
+        print(f"Twitter Mentions (24h): {social_data.twitter_mentions:,}")
+        print(f"Reddit Posts (24h): {social_data.reddit_posts:,}")
+        print(f"Sentiment Score: {social_data.sentiment_score:.2f}/5.0")
+
+        sentiment_emoji = "🟢" if social_data.sentiment_score > 3.5 else "🟡" if social_data.sentiment_score > 2.5 else "🔴"
+        print(f"Overall Sentiment: {sentiment_emoji}")
+
+        # Recent news
+        news = obb.crypto.news(symbol=symbol, limit=3)
+        print(f"\n📰 Latest News:")
+        for i, article in enumerate(news[:3], 1):
+            print(f"{i}. {article.title}")
+            print(f"   {article.source} - {article.published_date}")
+    except:
+        print("Social/news data not available")
+```
+
+### 7. Whale Activity Tracker
+
+```python
+print(f"\n🐋 Whale Activity (Large Transfers):")
+
+try:
+    # Get large transactions (>$100k)
+    whales = obb.crypto.onchain.large_transactions(
+        symbol=symbol,
+        min_value=100000,
+        limit=5
+    )
+
+    if len(whales) > 0:
+        print(f"Last {len(whales)} large transfers:")
+        for tx in whales:
+            print(f"  ${tx.value_usd:,.0f} - {tx.from_address[:10]}...→ {tx.to_address[:10]}...")
+            print(f"    {tx.timestamp} ({tx.exchange if tx.exchange else 'Unknown'})")
+    else:
+        print("No significant whale activity detected")
+except:
+    print("Whale tracking not available")
+```
+
+### 8. AI-Powered Market Analysis
+
+```python
+print(f"\n🤖 AI Market Analysis for {symbol}:")
+print(f"\n📈 Trend Analysis:")
+
+# Determine trend
+if current_price > ma_7 > ma_30 > ma_90:
+    trend = "Strong Uptrend"
+    trend_emoji = "🚀"
+elif current_price > ma_30:
+    trend = "Bullish"
+    trend_emoji = "📈"
+elif current_price < ma_7 < ma_30 < ma_90:
+    trend = "Strong Downtrend"
+    trend_emoji = "📉"
+else:
+    trend = "Consolidating"
+    trend_emoji = "↔️"
+
+print(f"{trend_emoji} Market Trend: {trend}")
+
+# Risk assessment
+if volatility > 100:
+    risk = "Very High"
+    risk_emoji = "🔴"
+elif volatility > 60:
+    risk = "High"
+    risk_emoji = "🟡"
+else:
+    risk = "Moderate"
+    risk_emoji = "🟢"
+
+print(f"{risk_emoji} Volatility Risk: {risk}")
+
+# Trading signals
+print(f"\n💡 Trading Signals:")
+signals = []
+
+if rsi < 30:
+    signals.append("🟢 RSI oversold - potential buy zone")
+if rsi > 70:
+    signals.append("🔴 RSI overbought - consider taking profits")
+if current_price > ma_30 and returns.iloc[-1] > 0.05:
+    signals.append("🚀 Strong momentum detected")
+if df['volume'].iloc[-1] > df['volume'].rolling(20).mean().iloc[-1] * 2:
+    signals.append("📊 Unusual volume spike")
+
+if signals:
+    for signal in signals:
+        print(f"  {signal}")
+else:
+    print("  No strong signals detected - market in equilibrium")
+```
+
+### 9. Price Targets & Support/Resistance
+
+```python
+print(f"\n🎯 Key Levels:")
+
+# Calculate support and resistance
+high_30d = df['high'].tail(30).max()
+low_30d = df['low'].tail(30).min()
+pivot = (high_30d + low_30d + current_price) / 3
+
+resistance_1 = 2 * pivot - low_30d
+support_1 = 2 * pivot - high_30d
+
+print(f"Resistance: ${resistance_1:,.2f} ({((resistance_1/current_price - 1) * 100):+.1f}%)")
+print(f"Current:    ${current_price:,.2f}")
+print(f"Support:    ${support_1:,.2f} ({((support_1/current_price - 1) * 100):+.1f}%)")
+```
+
+## Examples
+
+### Basic crypto analysis
+```bash
+/openbb-crypto BTC
+```
+
+### Ethereum DeFi metrics
+```bash
+/openbb-crypto ETH --metrics=defi
+```
+
+### Altcoin vs BTC
+```bash
+/openbb-crypto LINK --vs=BTC --period=90d
+```
+
+### Social sentiment check
+```bash
+/openbb-crypto DOGE --metrics=social
+```
+
+## Supported Cryptocurrencies
+
+- **Major**: BTC, ETH, BNB, SOL, ADA, XRP, DOT, AVAX
+- **DeFi**: UNI, AAVE, LINK, COMP, MKR, SNX
+- **Meme**: DOGE, SHIB, PEPE
+- **Layer 2**: MATIC, ARB, OP
+- **1000+ more via OpenBB data providers**
+
+## Data Sources
+
+- Price data: Multiple exchanges (Binance, Coinbase, etc.)
+- On-chain: Glassnode, Santiment, IntoTheBlock
+- DeFi: DeFi Llama, The Graph
+- Social: LunarCrush, Santiment
+
+## Tips
+
+1. **Compare to BTC**: Use `--vs=BTC` to see altcoin strength vs Bitcoin
+2. **Track Whales**: Monitor large transfers for market-moving activity
+3. **DeFi Context**: Check TVL and staking for ecosystem health
+4. **Sentiment Analysis**: Social metrics can predict short-term moves
+5. **Correlation**: Compare multiple cryptos to find divergences
+
+## Integration
+
+```bash
+# Portfolio tracking
+/openbb-portfolio --add-crypto=BTC,ETH,SOL
+
+# Compare with equity markets
+/openbb-macro --crypto-correlation
+
+# AI research
+/openbb-research --crypto --symbol=BTC
+```
+
+## Notes
+
+- Cryptocurrency markets are 24/7
+- High volatility - use appropriate risk management
+- Not financial advice - DYOR (Do Your Own Research)
+- Consider transaction costs and slippage for trading
--- a/commands/openbb-equity.md
+++ b/commands/openbb-equity.md
@@ -0,0 +1,267 @@
+---
+name: openbb-equity
+description: Comprehensive equity analysis using OpenBB - historical prices, fundamentals, technical indicators, insider trading, analyst ratings, and AI-powered insights
+---
+
+# OpenBB Equity Analysis
+
+Perform comprehensive stock analysis using the OpenBB Platform.
+
+## Usage
+
+```bash
+/openbb-equity TICKER [--analysis fundamental|technical|all] [--period 1y]
+```
+
+## What This Command Does
+
+Retrieves and analyzes equity data for any stock ticker using OpenBB's comprehensive data sources.
+
+## Workflow
+
+### 1. Check OpenBB Installation
+
+First, verify OpenBB is installed:
+
+```python
+try:
+    from openbb import obb
+    print("✅ OpenBB installed")
+except ImportError:
+    print("⚠️  Installing OpenBB...")
+    import subprocess
+    subprocess.run(["pip", "install", "openbb"], check=True)
+    from openbb import obb
+```
+
+### 2. Parse Arguments
+
+```python
+# Parse user input
+import sys
+ticker = sys.argv[1].upper() if len(sys.argv) > 1 else "AAPL"
+analysis_type = "all"  # fundamental, technical, or all
+period = "1y"  # 1d, 1w, 1m, 3m, 6m, 1y, 5y
+
+# Parse flags
+for arg in sys.argv[2:]:
+    if arg.startswith("--analysis="):
+        analysis_type = arg.split("=")[1]
+    elif arg.startswith("--period="):
+        period = arg.split("=")[1]
+```
+
+### 3. Retrieve Historical Price Data
+
+```python
+# Get historical prices
+price_data = obb.equity.price.historical(
+    symbol=ticker,
+    interval="1d",
+    period=period
+)
+
+df = price_data.to_dataframe()
+print(f"\n📈 Historical Prices for {ticker}")
+print(f"Period: {period}")
+print(f"Latest Close: ${df['close'].iloc[-1]:.2f}")
+print(f"52-Week High: ${df['high'].max():.2f}")
+print(f"52-Week Low: ${df['low'].min():.2f}")
+print(f"YTD Return: {((df['close'].iloc[-1] / df['close'].iloc[0]) - 1) * 100:.2f}%")
+```
+
+### 4. Fundamental Analysis (if requested)
+
+```python
+if analysis_type in ["fundamental", "all"]:
+    print(f"\n📊 Fundamental Analysis for {ticker}")
+
+    # Company profile
+    try:
+        profile = obb.equity.profile(symbol=ticker)
+        print(f"\nCompany: {profile.name}")
+        print(f"Sector: {profile.sector}")
+        print(f"Industry: {profile.industry}")
+        print(f"Market Cap: ${profile.market_cap / 1e9:.2f}B")
+    except:
+        print("Profile data not available")
+
+    # Financial metrics
+    try:
+        metrics = obb.equity.fundamental.metrics(symbol=ticker)
+        print(f"\nKey Metrics:")
+        print(f"P/E Ratio: {metrics.pe_ratio:.2f}")
+        print(f"EPS: ${metrics.eps:.2f}")
+        print(f"Dividend Yield: {metrics.dividend_yield:.2%}")
+        print(f"ROE: {metrics.roe:.2%}")
+    except:
+        print("Metrics data not available")
+
+    # Analyst ratings
+    try:
+        ratings = obb.equity.estimates.analyst(symbol=ticker)
+        print(f"\nAnalyst Consensus:")
+        print(f"Buy: {ratings.buy_count}")
+        print(f"Hold: {ratings.hold_count}")
+        print(f"Sell: {ratings.sell_count}")
+        print(f"Target Price: ${ratings.target_price:.2f}")
+    except:
+        print("Analyst ratings not available")
+```
+
+### 5. Technical Analysis (if requested)
+
+```python
+if analysis_type in ["technical", "all"]:
+    print(f"\n📉 Technical Analysis for {ticker}")
+
+    # Calculate technical indicators
+    import pandas as pd
+
+    # Simple Moving Averages
+    df['SMA_20'] = df['close'].rolling(window=20).mean()
+    df['SMA_50'] = df['close'].rolling(window=50).mean()
+    df['SMA_200'] = df['close'].rolling(window=200).mean()
+
+    current_price = df['close'].iloc[-1]
+    sma_20 = df['SMA_20'].iloc[-1]
+    sma_50 = df['SMA_50'].iloc[-1]
+    sma_200 = df['SMA_200'].iloc[-1]
+
+    print(f"\nMoving Averages:")
+    print(f"Current Price: ${current_price:.2f}")
+    print(f"SMA 20: ${sma_20:.2f} {'🟢' if current_price > sma_20 else '🔴'}")
+    print(f"SMA 50: ${sma_50:.2f} {'🟢' if current_price > sma_50 else '🔴'}")
+    print(f"SMA 200: ${sma_200:.2f} {'🟢' if current_price > sma_200 else '🔴'}")
+
+    # RSI calculation
+    delta = df['close'].diff()
+    gain = (delta.where(delta > 0, 0)).rolling(window=14).mean()
+    loss = (-delta.where(delta < 0, 0)).rolling(window=14).mean()
+    rs = gain / loss
+    df['RSI'] = 100 - (100 / (1 + rs))
+
+    rsi = df['RSI'].iloc[-1]
+    print(f"\nRSI (14): {rsi:.2f}")
+    if rsi > 70:
+        print("⚠️  Overbought territory")
+    elif rsi < 30:
+        print("🟢 Oversold territory - potential buy")
+    else:
+        print("Neutral zone")
+
+    # Volume analysis
+    avg_volume = df['volume'].rolling(window=20).mean().iloc[-1]
+    current_volume = df['volume'].iloc[-1]
+    print(f"\nVolume:")
+    print(f"Current: {current_volume:,.0f}")
+    print(f"20-day Avg: {avg_volume:,.0f}")
+    print(f"Relative: {(current_volume / avg_volume):.2f}x")
+```
+
+### 6. AI-Powered Insights
+
+Generate investment insights using Claude's analysis:
+
+```python
+# Prepare summary for AI analysis
+summary = {
+    "ticker": ticker,
+    "current_price": current_price,
+    "52w_high": df['high'].max(),
+    "52w_low": df['low'].min(),
+    "ytd_return": ((df['close'].iloc[-1] / df['close'].iloc[0]) - 1) * 100,
+    "technical": {
+        "sma_position": "bullish" if current_price > sma_200 else "bearish",
+        "rsi": rsi,
+        "volume_trend": "high" if current_volume > avg_volume else "normal"
+    }
+}
+
+print(f"\n🤖 AI Analysis for {ticker}:")
+print("\nBased on the data above, here's my assessment:")
+print(f"- Trend: {'Bullish' if current_price > sma_200 else 'Bearish'} (price {'above' if current_price > sma_200 else 'below'} 200-day SMA)")
+print(f"- Momentum: {'Overbought' if rsi > 70 else 'Oversold' if rsi < 30 else 'Neutral'} (RSI: {rsi:.1f})")
+print(f"- Volume: {'Elevated' if current_volume > avg_volume * 1.5 else 'Normal'} trading activity")
+print(f"\n💡 Recommendation: Consider {summary} in context of your investment strategy and risk tolerance.")
+```
+
+### 7. Generate Report
+
+Create a formatted analysis report:
+
+```python
+print(f"\n{'='*60}")
+print(f"EQUITY ANALYSIS REPORT: {ticker}")
+print(f"{'='*60}")
+print(f"Generated: {pd.Timestamp.now().strftime('%Y-%m-%d %H:%M:%S')}")
+print(f"Data Source: OpenBB Platform")
+print(f"\nAnalysis Type: {analysis_type.upper()}")
+print(f"Period Analyzed: {period}")
+print(f"\n{'='*60}")
+```
+
+## Examples
+
+### Basic equity analysis
+```bash
+/openbb-equity AAPL
+```
+
+### Fundamental analysis only
+```bash
+/openbb-equity TSLA --analysis=fundamental
+```
+
+### Technical analysis with custom period
+```bash
+/openbb-equity NVDA --analysis=technical --period=6m
+```
+
+### Complete analysis
+```bash
+/openbb-equity GOOGL --analysis=all --period=1y
+```
+
+## Data Coverage
+
+- **Price Data**: Historical OHLCV, real-time quotes
+- **Fundamentals**: Income statements, balance sheets, cash flow, ratios
+- **Technical**: SMA, EMA, RSI, MACD, Bollinger Bands, volume
+- **Analyst Data**: Ratings, price targets, recommendations
+- **Insider Trading**: Recent insider transactions
+- **News**: Latest company news and sentiment
+
+## Tips
+
+1. **Compare Multiple Stocks**: Run for different tickers to compare
+2. **Track Over Time**: Save reports to monitor changes
+3. **Combine with AI Agents**: Use with equity-analyst agent for deeper insights
+4. **Export Data**: Save dataframes to CSV for further analysis
+5. **Set Alerts**: Monitor key technical levels (support/resistance)
+
+## Integration with Other Commands
+
+```bash
+# Compare with crypto
+/openbb-crypto BTC --compare=equity
+
+# Portfolio context
+/openbb-portfolio --add=AAPL
+
+# Macro correlation
+/openbb-macro --impact=equity
+```
+
+## Requirements
+
+- OpenBB Platform installed (`pip install openbb`)
+- Python 3.9.21 - 3.12
+- Optional: API keys for premium data providers (configured in OpenBB)
+
+## Notes
+
+- Free tier provides delayed data (15-20 minutes)
+- Premium data requires API keys (configured via `obb.user.credentials`)
+- All financial data is for informational purposes only
+- Not financial advice - always do your own research
--- a/commands/openbb-macro.md
+++ b/commands/openbb-macro.md
@@ -0,0 +1,92 @@
+---
+name: openbb-macro
+description: Macroeconomic analysis using OpenBB - GDP, inflation, interest rates, employment, global economic indicators
+---
+
+# OpenBB Macroeconomic Analysis
+
+Analyze global macroeconomic trends and indicators using OpenBB Platform.
+
+## Usage
+
+```bash
+/openbb-macro [--country US|UK|EU|CN|JP] [--indicators gdp|inflation|rates|employment|all]
+```
+
+## What This Command Does
+
+Retrieves and analyzes macroeconomic indicators to understand economic trends and market implications.
+
+## Key Features
+
+### Economic Indicators
+- **GDP**: Growth rates, forecasts, components
+- **Inflation**: CPI, PPI, PCE, core inflation
+- **Interest Rates**: Federal funds, treasury yields, central bank rates
+- **Employment**: Unemployment, NFP, job openings, labor participation
+- **Consumer**: Confidence, spending, retail sales
+- **Manufacturing**: PMI, industrial production, capacity utilization
+
+### Workflow
+
+```python
+from openbb import obb
+
+# GDP Analysis
+gdp_data = obb.economy.gdp(country="US")
+print(f"GDP Growth: {gdp_data.growth_rate:.2f}%")
+print(f"GDP per Capita: ${gdp_data.gdp_per_capita:,.0f}")
+
+# Inflation Data
+cpi = obb.economy.cpi(country="US")
+print(f"CPI (YoY): {cpi.yoy_change:.2f}%")
+print(f"Core CPI: {cpi.core_cpi:.2f}%")
+
+# Interest Rates
+rates = obb.economy.fed_rates()
+print(f"Fed Funds Rate: {rates.current_rate:.2f}%")
+print(f"10Y Treasury: {rates.treasury_10y:.2f}%")
+
+# Employment
+employment = obb.economy.employment()
+print(f"Unemployment Rate: {employment.unemployment_rate:.1f}%")
+print(f"NFP (last month): {employment.nfp_change:+,}")
+```
+
+### Market Impact Analysis
+
+```python
+# Analyze impact on markets
+print("\n💡 Market Implications:")
+
+if cpi.yoy_change > 3.0:
+    print("⚠️  High inflation - Fed likely to maintain hawkish stance")
+    print("   → Negative for growth stocks, positive for commodities")
+
+if employment.unemployment_rate < 4.0:
+    print("🔥 Tight labor market - wage pressures building")
+    print("   → Could sustain inflation, support consumer stocks")
+
+if rates.current_rate > 5.0:
+    print("💸 High interest rates - restrictive monetary policy")
+    print("   → Headwind for equities, tailwind for bonds")
+```
+
+## Examples
+
+```bash
+# US macro overview
+/openbb-macro --country=US --indicators=all
+
+# UK inflation focus
+/openbb-macro --country=UK --indicators=inflation
+
+# China GDP analysis
+/openbb-macro --country=CN --indicators=gdp
+```
+
+## Integration
+
+- Correlate with equity performance via `/openbb-equity`
+- Impact crypto markets via `/openbb-crypto`
+- Portfolio positioning via `/openbb-portfolio`
--- a/commands/openbb-options.md
+++ b/commands/openbb-options.md
@@ -0,0 +1,88 @@
+---
+name: openbb-options
+description: Options analysis using OpenBB - chain data, Greeks, implied volatility, strategies, unusual activity
+---
+
+# OpenBB Options Analysis
+
+Options chain analysis, Greeks calculations, and strategy optimization using OpenBB Platform.
+
+## Usage
+
+```bash
+/openbb-options TICKER [--strategy covered-call|put|spread] [--expiry 30d]
+```
+
+## Key Features
+
+### Options Data
+- Options chains (calls/puts, all strikes)
+- Greeks (Delta, Gamma, Theta, Vega, Rho)
+- Implied volatility smile/skew
+- Open interest and volume analysis
+- Unusual options activity
+
+### Workflow
+
+```python
+from openbb import obb
+
+ticker = "AAPL"
+expiry = "2024-12-20"
+
+# Get options chain
+chain = obb.derivatives.options.chains(symbol=ticker, expiration=expiry)
+
+# Analyze call options
+calls = chain[chain['option_type'] == 'call']
+print(f"\n📞 Call Options for {ticker} (Exp: {expiry})")
+print(f"{'Strike':>8} {'Last':>8} {'IV':>8} {'Delta':>8} {'OI':>10} {'Volume':>10}")
+
+for _, opt in calls.iterrows():
+    print(f"${opt['strike']:>7.2f} ${opt['last']:>7.2f} {opt['iv']:>7.1f}% "
+          f"{opt['delta']:>7.3f} {opt['open_interest']:>9,} {opt['volume']:>9,}")
+
+# Greeks summary
+print(f"\n🔢 Portfolio Greeks:")
+print(f"Net Delta: {calls['delta'].sum():.2f}")
+print(f"Net Gamma: {calls['gamma'].sum():.4f}")
+print(f"Net Theta: {calls['theta'].sum():.2f} (daily decay)")
+print(f"Net Vega: {calls['vega'].sum():.2f} (per 1% IV move)")
+```
+
+### Strategy Analysis
+
+```python
+# Covered Call Strategy
+stock_price = obb.equity.price.quote(symbol=ticker).price
+strike = stock_price * 1.05  # 5% OTM
+
+call_premium = chain[(chain['strike'] == strike) & (chain['option_type'] == 'call')]['last'].iloc[0]
+
+print(f"\n📊 Covered Call Strategy ({ticker}):")
+print(f"Stock Price: ${stock_price:.2f}")
+print(f"Sell Call: ${strike:.2f} strike")
+print(f"Premium: ${call_premium:.2f}")
+print(f"Max Profit: ${(strike - stock_price + call_premium):.2f} ({((strike - stock_price + call_premium) / stock_price * 100):.1f}%)")
+print(f"Breakeven: ${(stock_price - call_premium):.2f}")
+```
+
+### Unusual Activity
+
+```python
+# Detect unusual options activity
+unusual = chain[chain['volume'] > chain['open_interest'] * 2]
+print(f"\n🚨 Unusual Activity ({len(unusual)} contracts):")
+
+for _, opt in unusual.head(5).iterrows():
+    print(f"{opt['option_type'].upper()} ${opt['strike']:.2f} - "
+          f"Vol: {opt['volume']:,} (OI: {opt['open_interest']:,})")
+```
+
+## Examples
+
+```bash
+/openbb-options SPY --strategy=covered-call
+/openbb-options TSLA --expiry=14d
+/openbb-options NVDA --unusual-activity
+```
--- a/commands/openbb-portfolio.md
+++ b/commands/openbb-portfolio.md
@@ -0,0 +1,155 @@
+---
+name: openbb-portfolio
+description: Portfolio analysis and optimization using OpenBB - performance tracking, risk metrics, asset allocation, rebalancing
+---
+
+# OpenBB Portfolio Analysis
+
+Comprehensive portfolio management and optimization using OpenBB Platform.
+
+## Usage
+
+```bash
+/openbb-portfolio [--analyze] [--optimize] [--benchmark SPY]
+```
+
+## What This Command Does
+
+Analyzes portfolio performance, calculates risk metrics, and provides optimization recommendations.
+
+## Key Features
+
+### Portfolio Metrics
+- **Returns**: Total return, annualized, Sharpe ratio, Sortino ratio
+- **Risk**: Volatility, max drawdown, VaR, conditional VaR
+- **Allocation**: Asset mix, sector exposure, geographic distribution
+- **Performance Attribution**: Contribution analysis by position
+
+### Workflow
+
+```python
+from openbb import obb
+import pandas as pd
+
+# Define portfolio (can load from file or define inline)
+portfolio = {
+    "AAPL": {"shares": 50, "cost_basis": 150.00},
+    "MSFT": {"shares": 30, "cost_basis": 300.00},
+    "GOOGL": {"shares": 20, "cost_basis": 2500.00},
+    "BTC-USD": {"shares": 0.5, "cost_basis": 45000.00}
+}
+
+# Calculate current values
+total_value = 0
+positions = []
+
+for symbol, data in portfolio.items():
+    current_price = obb.equity.price.quote(symbol=symbol).price
+    position_value = current_price * data["shares"]
+    total_value += position_value
+
+    pnl = (current_price - data["cost_basis"]) * data["shares"]
+    pnl_pct = (current_price / data["cost_basis"] - 1) * 100
+
+    positions.append({
+        "symbol": symbol,
+        "shares": data["shares"],
+        "cost_basis": data["cost_basis"],
+        "current_price": current_price,
+        "value": position_value,
+        "pnl": pnl,
+        "pnl_pct": pnl_pct,
+        "weight": 0  # Calculate after total_value known
+    })
+
+# Calculate weights
+for pos in positions:
+    pos["weight"] = (pos["value"] / total_value) * 100
+
+# Display portfolio
+print(f"\n💼 Portfolio Overview")
+print(f"{'='*80}")
+print(f"Total Value: ${total_value:,.2f}\n")
+print(f"{'Symbol':<10} {'Shares':>10} {'Price':>12} {'Value':>15} {'P/L %':>10} {'Weight':>10}")
+print(f"{'-'*80}")
+
+for pos in positions:
+    print(f"{pos['symbol']:<10} {pos['shares']:>10.2f} ${pos['current_price']:>11.2f} "
+          f"${pos['value']:>14.2f} {pos['pnl_pct']:>9.1f}% {pos['weight']:>9.1f}%")
+```
+
+### Risk Analysis
+
+```python
+# Calculate portfolio-level risk metrics
+returns = []
+for symbol in portfolio.keys():
+    hist = obb.equity.price.historical(symbol=symbol, period="1y")
+    returns.append(hist.to_dataframe()['close'].pct_change())
+
+portfolio_returns = pd.concat(returns, axis=1).mean(axis=1)
+portfolio_vol = portfolio_returns.std() * (252 ** 0.5) * 100  # Annualized
+
+# Sharpe Ratio (assuming 4% risk-free rate)
+risk_free_rate = 0.04
+sharpe = (portfolio_returns.mean() * 252 - risk_free_rate) / (portfolio_returns.std() * (252 ** 0.5))
+
+# Max Drawdown
+cumulative = (1 + portfolio_returns).cumprod()
+running_max = cumulative.expanding().max()
+drawdown = (cumulative - running_max) / running_max
+max_dd = drawdown.min() * 100
+
+print(f"\n📊 Risk Metrics:")
+print(f"Annualized Volatility: {portfolio_vol:.2f}%")
+print(f"Sharpe Ratio: {sharpe:.2f}")
+print(f"Max Drawdown: {max_dd:.2f}%")
+```
+
+### Portfolio Optimization
+
+```python
+print(f"\n🎯 Optimization Recommendations:")
+
+# Diversification score
+diversification = 100 - max([pos['weight'] for pos in positions])
+print(f"Diversification Score: {diversification:.0f}/100")
+
+if diversification < 70:
+    print("⚠️  Portfolio concentrated - consider adding positions")
+
+# Rebalancing suggestions
+target_weight = 100 / len(positions)
+rebalance_needed = []
+
+for pos in positions:
+    diff = abs(pos['weight'] - target_weight)
+    if diff > 10:
+        action = "Reduce" if pos['weight'] > target_weight else "Increase"
+        rebalance_needed.append(f"{action} {pos['symbol']}: {pos['weight']:.1f}% → {target_weight:.1f}%")
+
+if rebalance_needed:
+    print(f"\n🔄 Rebalancing Suggestions:")
+    for suggestion in rebalance_needed:
+        print(f"  • {suggestion}")
+```
+
+## Examples
+
+```bash
+# Analyze current portfolio
+/openbb-portfolio --analyze
+
+# Optimize allocation
+/openbb-portfolio --optimize
+
+# Compare to SPY benchmark
+/openbb-portfolio --benchmark=SPY
+```
+
+## Integration
+
+- Import positions from CSV/Excel
+- Export reports to PDF
+- Sync with brokerage accounts (via supported integrations)
+- Tax-loss harvesting analysis
--- a/commands/openbb-research.md
+++ b/commands/openbb-research.md
@@ -0,0 +1,174 @@
+---
+name: openbb-research
+description: AI-powered investment research using OpenBB - comprehensive analysis, thesis generation, risk assessment, actionable insights
+---
+
+# OpenBB AI Investment Research
+
+AI-powered comprehensive investment research combining OpenBB data with Claude's analytical capabilities.
+
+## Usage
+
+```bash
+/openbb-research SYMBOL [--depth deep|quick] [--focus thesis|risks|opportunities]
+```
+
+## What This Command Does
+
+Conducts comprehensive AI-powered investment research by combining multiple OpenBB data sources with advanced analysis.
+
+## Workflow
+
+### 1. Data Aggregation
+
+```python
+from openbb import obb
+
+symbol = "AAPL"
+
+# Gather comprehensive data
+data = {
+    "price": obb.equity.price.historical(symbol=symbol, period="1y"),
+    "fundamentals": obb.equity.fundamental.metrics(symbol=symbol),
+    "analyst": obb.equity.estimates.analyst(symbol=symbol),
+    "news": obb.equity.news(symbol=symbol, limit=10),
+    "peers": obb.equity.compare.peers(symbol=symbol),
+    "insider": obb.equity.ownership.insider(symbol=symbol)
+}
+```
+
+### 2. Investment Thesis Generation
+
+```python
+print(f"\n📋 Investment Thesis for {symbol}")
+print(f"{'='*60}")
+
+# Business Analysis
+print(f"\n1. Business Quality:")
+print(f"   - Competitive moats identified")
+print(f"   - Revenue growth trajectory")
+print(f"   - Margin trends and sustainability")
+print(f"   - Market position and share")
+
+# Financial Health
+print(f"\n2. Financial Strength:")
+print(f"   - Balance sheet assessment")
+print(f"   - Cash flow generation")
+print(f"   - Capital allocation efficiency")
+print(f"   - Debt levels and coverage")
+
+# Valuation
+print(f"\n3. Valuation Assessment:")
+print(f"   - P/E vs sector average")
+print(f"   - PEG ratio analysis")
+print(f"   - DCF model implications")
+print(f"   - Historical valuation ranges")
+
+# Catalysts
+print(f"\n4. Key Catalysts:")
+print(f"   - Upcoming earnings/events")
+print(f"   - Product launches")
+print(f"   - Regulatory developments")
+print(f"   - Industry trends")
+```
+
+### 3. Risk Assessment
+
+```python
+print(f"\n⚠️  Risk Factors:")
+
+risks = []
+
+# Check technical risks
+if data["price"].rsi[-1] > 75:
+    risks.append("Overbought conditions - potential pullback risk")
+
+# Check fundamental risks
+if data["fundamentals"].debt_to_equity > 1.5:
+    risks.append("High leverage - financial risk elevated")
+
+# Check market risks
+if data["price"].volatility > 50:
+    risks.append("High volatility - price uncertainty")
+
+for i, risk in enumerate(risks, 1):
+    print(f"   {i}. {risk}")
+```
+
+### 4. Opportunity Analysis
+
+```python
+print(f"\n💡 Investment Opportunities:")
+
+opportunities = []
+
+if data["analyst"].rating_score > 4.0:
+    opportunities.append("Strong analyst support - positive sentiment")
+
+if data["insider"].net_buy_sell > 0:
+    opportunities.append("Insider buying - management confidence")
+
+if data["fundamentals"].roe > 20:
+    opportunities.append("High ROE - efficient capital use")
+
+for i, opp in enumerate(opportunities, 1):
+    print(f"   {i}. {opp}")
+```
+
+### 5. Actionable Recommendations
+
+```python
+print(f"\n🎯 Recommendation:")
+
+# Decision matrix
+score = 0
+score += 2 if data["analyst"].rating_score > 4.0 else 0
+score += 2 if data["fundamentals"].roe > 15 else 0
+score += 1 if data["price"].trend == "bullish" else 0
+score -= 1 if data["fundamentals"].pe_ratio > 30 else 0
+
+if score >= 4:
+    rating = "BUY"
+    action = "Consider accumulating position"
+elif score >= 2:
+    rating = "HOLD"
+    action = "Monitor closely, hold current position"
+else:
+    rating = "AVOID"
+    action = "Wait for better entry point"
+
+print(f"   Rating: {rating}")
+print(f"   Action: {action}")
+print(f"   Confidence: {score}/5")
+```
+
+## Examples
+
+```bash
+# Deep research report
+/openbb-research AAPL --depth=deep
+
+# Quick thesis
+/openbb-research MSFT --depth=quick --focus=thesis
+
+# Risk analysis
+/openbb-research TSLA --focus=risks
+```
+
+## Output Format
+
+1. Executive Summary
+2. Investment Thesis
+3. Financial Analysis
+4. Valuation Assessment
+5. Risk Factors
+6. Opportunities
+7. Recommendation & Price Targets
+8. Monitoring Checklist
+
+## Integration
+
+- Export reports to PDF/Markdown
+- Track recommendations over time
+- Compare with analyst consensus
+- Portfolio integration via `/openbb-portfolio`
--- a/plugin.lock.json
+++ b/plugin.lock.json
@@ -0,0 +1,121 @@
+{
+  "$schema": "internal://schemas/plugin.lock.v1.json",
+  "pluginId": "gh:jeremylongshore/claude-code-plugins-plus:plugins/finance/openbb-terminal",
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+    "branch": "master",
+    "commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390",
+    "repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data"
+  },
+  "manifest": {
+    "name": "openbb-terminal",
+    "description": "Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform",
+    "version": "1.0.0"
+  },
+  "content": {
+    "files": [
+      {
+        "path": "README.md",
+        "sha256": "24e745f46c51526cdf5e29c529506d9ed08fa53ad842d28606fda43fc55697bf"
+      },
+      {
+        "path": "agents/equity-analyst.md",
+        "sha256": "1093a718c64f81a655eaad6e110e0af7dcc9f977ce24682a5d0fdffc7c398a16"
+      },
+      {
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+        "sha256": "7c20c09646d9f8e64c3e13899c789e5a75f3e5fd1a8fa181a6fa32bfefc172ab"
+      },
+      {
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+        "sha256": "f5f3ecd7f28a3fff4d1d1fd9aca8d30b5f1b43f622f0a02696a6b4e11c7b5041"
+      },
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+        "sha256": "28c2db09689cb8e506879c2183b4577d4da4e04368cfe3ab66e944f1af0a7c25"
+      },
+      {
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+        "sha256": "8a830f3eed35da57f7aacf6bece5a6861e74bad003aa71132685f65ae37b41a3"
+      },
+      {
+        "path": "commands/openbb-crypto.md",
+        "sha256": "5b259debf04a18c2bb12a5d6e927be68d8439524209a0b871a97b55dbfe87069"
+      },
+      {
+        "path": "commands/openbb-options.md",
+        "sha256": "7cbb393ee58dd4688a06f446cbfd6cfd9739154c89608124a3f9e306c58c9158"
+      },
+      {
+        "path": "commands/openbb-portfolio.md",
+        "sha256": "a19c752767c6ce21ef4b5a83837ea91588b71c1fbaad88d35924e4f956c4a797"
+      },
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+        "sha256": "db35f1facaa64f005dd7ac8a61172b69603f8758c4e6186cb02ea124e329c70d"
+      },
+      {
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+        "sha256": "555c17e93e0dec47b0440295ed280727de0d63c14a0cbf47cfbfd8dbedddb4bb"
+      },
+      {
+        "path": "skills/skill-adapter/references/examples.md",
+        "sha256": "922bbc3c4ebf38b76f515b5c1998ebde6bf902233e00e2c5a0e9176f975a7572"
+      },
+      {
+        "path": "skills/skill-adapter/references/best-practices.md",
+        "sha256": "c8f32b3566252f50daacd346d7045a1060c718ef5cfb07c55a0f2dec5f1fb39e"
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+        "sha256": "0881d5660a8a7045550d09ae0acc15642c24b70de6f08808120f47f86ccdf077"
+      },
+      {
+        "path": "skills/skill-adapter/scripts/validation.sh",
+        "sha256": "92551a29a7f512d2036e4f1fb46c2a3dc6bff0f7dde4a9f699533e446db48502"
+      },
+      {
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+        "sha256": "75bde9696d566219ba75be2e5827e690f2f088bdc47b20ce1adce8659199c13f"
+      },
+      {
+        "path": "skills/skill-adapter/assets/test-data.json",
+        "sha256": "ac17dca3d6e253a5f39f2a2f1b388e5146043756b05d9ce7ac53a0042eee139d"
+      },
+      {
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+        "sha256": "e8a8c058cc3c72de9add796157b222465723b034fa770b97863f373e255fb16a"
+      },
+      {
+        "path": "skills/skill-adapter/assets/skill-schema.json",
+        "sha256": "f5639ba823a24c9ac4fb21444c0717b7aefde1a4993682897f5bf544f863c2cd"
+      },
+      {
+        "path": "skills/skill-adapter/assets/config-template.json",
+        "sha256": "0c2ba33d2d3c5ccb266c0848fc43caa68a2aa6a80ff315d4b378352711f83e1c"
+      }
+    ],
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+  },
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+    "scannerVersion": null,
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+  }
+}
--- a/skills/skill-adapter/assets/README.md
+++ b/skills/skill-adapter/assets/README.md
@@ -0,0 +1,7 @@
+# Assets
+
+Bundled resources for openbb-terminal skill
+
+- [ ] report_template.html: HTML template for generating investment reports
+- [ ] example_report.pdf: Example investment report generated using the plugin
+- [ ] openbb_logo.png: OpenBB logo for branding purposes
--- a/skills/skill-adapter/assets/config-template.json
+++ b/skills/skill-adapter/assets/config-template.json
@@ -0,0 +1,32 @@
+{
+  "skill": {
+    "name": "skill-name",
+    "version": "1.0.0",
+    "enabled": true,
+    "settings": {
+      "verbose": false,
+      "autoActivate": true,
+      "toolRestrictions": true
+    }
+  },
+  "triggers": {
+    "keywords": [
+      "example-trigger-1",
+      "example-trigger-2"
+    ],
+    "patterns": []
+  },
+  "tools": {
+    "allowed": [
+      "Read",
+      "Grep",
+      "Bash"
+    ],
+    "restricted": []
+  },
+  "metadata": {
+    "author": "Plugin Author",
+    "category": "general",
+    "tags": []
+  }
+}
--- a/skills/skill-adapter/assets/skill-schema.json
+++ b/skills/skill-adapter/assets/skill-schema.json
@@ -0,0 +1,28 @@
+{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "title": "Claude Skill Configuration",
+  "type": "object",
+  "required": ["name", "description"],
+  "properties": {
+    "name": {
+      "type": "string",
+      "pattern": "^[a-z0-9-]+$",
+      "maxLength": 64,
+      "description": "Skill identifier (lowercase, hyphens only)"
+    },
+    "description": {
+      "type": "string",
+      "maxLength": 1024,
+      "description": "What the skill does and when to use it"
+    },
+    "allowed-tools": {
+      "type": "string",
+      "description": "Comma-separated list of allowed tools"
+    },
+    "version": {
+      "type": "string",
+      "pattern": "^\\d+\\.\\d+\\.\\d+$",
+      "description": "Semantic version (x.y.z)"
+    }
+  }
+}
--- a/skills/skill-adapter/assets/test-data.json
+++ b/skills/skill-adapter/assets/test-data.json
@@ -0,0 +1,27 @@
+{
+  "testCases": [
+    {
+      "name": "Basic activation test",
+      "input": "trigger phrase example",
+      "expected": {
+        "activated": true,
+        "toolsUsed": ["Read", "Grep"],
+        "success": true
+      }
+    },
+    {
+      "name": "Complex workflow test",
+      "input": "multi-step trigger example",
+      "expected": {
+        "activated": true,
+        "steps": 3,
+        "toolsUsed": ["Read", "Write", "Bash"],
+        "success": true
+      }
+    }
+  ],
+  "fixtures": {
+    "sampleInput": "example data",
+    "expectedOutput": "processed result"
+  }
+}
--- a/skills/skill-adapter/references/README.md
+++ b/skills/skill-adapter/references/README.md
@@ -0,0 +1,7 @@
+# References
+
+Bundled resources for openbb-terminal skill
+
+- [ ] openbb_api_documentation.md: Comprehensive documentation of OpenBB Platform API
+- [ ] investment_analysis_best_practices.md: Best practices for investment analysis using OpenBB data
+- [ ] openbb_data_schemas.md: Data schemas for various OpenBB data endpoints
--- a/skills/skill-adapter/references/best-practices.md
+++ b/skills/skill-adapter/references/best-practices.md
@@ -0,0 +1,69 @@
+# Skill Best Practices
+
+Guidelines for optimal skill usage and development.
+
+## For Users
+
+### Activation Best Practices
+
+1. **Use Clear Trigger Phrases**
+   - Match phrases from skill description
+   - Be specific about intent
+   - Provide necessary context
+
+2. **Provide Sufficient Context**
+   - Include relevant file paths
+   - Specify scope of analysis
+   - Mention any constraints
+
+3. **Understand Tool Permissions**
+   - Check allowed-tools in frontmatter
+   - Know what the skill can/cannot do
+   - Request appropriate actions
+
+### Workflow Optimization
+
+- Start with simple requests
+- Build up to complex workflows
+- Verify each step before proceeding
+- Use skill consistently for related tasks
+
+## For Developers
+
+### Skill Development Guidelines
+
+1. **Clear Descriptions**
+   - Include explicit trigger phrases
+   - Document all capabilities
+   - Specify limitations
+
+2. **Proper Tool Permissions**
+   - Use minimal necessary tools
+   - Document security implications
+   - Test with restricted tools
+
+3. **Comprehensive Documentation**
+   - Provide usage examples
+   - Document common pitfalls
+   - Include troubleshooting guide
+
+### Maintenance
+
+- Keep version updated
+- Test after tool updates
+- Monitor user feedback
+- Iterate on descriptions
+
+## Performance Tips
+
+- Scope skills to specific domains
+- Avoid overlapping trigger phrases
+- Keep descriptions under 1024 chars
+- Test activation reliability
+
+## Security Considerations
+
+- Never include secrets in skill files
+- Validate all inputs
+- Use read-only tools when possible
+- Document security requirements
--- a/skills/skill-adapter/references/examples.md
+++ b/skills/skill-adapter/references/examples.md
@@ -0,0 +1,70 @@
+# Skill Usage Examples
+
+This document provides practical examples of how to use this skill effectively.
+
+## Basic Usage
+
+### Example 1: Simple Activation
+
+**User Request:**
+```
+[Describe trigger phrase here]
+```
+
+**Skill Response:**
+1. Analyzes the request
+2. Performs the required action
+3. Returns results
+
+### Example 2: Complex Workflow
+
+**User Request:**
+```
+[Describe complex scenario]
+```
+
+**Workflow:**
+1. Step 1: Initial analysis
+2. Step 2: Data processing
+3. Step 3: Result generation
+4. Step 4: Validation
+
+## Advanced Patterns
+
+### Pattern 1: Chaining Operations
+
+Combine this skill with other tools:
+```
+Step 1: Use this skill for [purpose]
+Step 2: Chain with [other tool]
+Step 3: Finalize with [action]
+```
+
+### Pattern 2: Error Handling
+
+If issues occur:
+- Check trigger phrase matches
+- Verify context is available
+- Review allowed-tools permissions
+
+## Tips & Best Practices
+
+- ✅ Be specific with trigger phrases
+- ✅ Provide necessary context
+- ✅ Check tool permissions match needs
+- ❌ Avoid vague requests
+- ❌ Don't mix unrelated tasks
+
+## Common Issues
+
+**Issue:** Skill doesn't activate
+**Solution:** Use exact trigger phrases from description
+
+**Issue:** Unexpected results
+**Solution:** Check input format and context
+
+## See Also
+
+- Main SKILL.md for full documentation
+- scripts/ for automation helpers
+- assets/ for configuration examples
--- a/skills/skill-adapter/scripts/README.md
+++ b/skills/skill-adapter/scripts/README.md
@@ -0,0 +1,7 @@
+# Scripts
+
+Bundled resources for openbb-terminal skill
+
+- [ ] openbb_data_fetcher.py: Script to fetch data from OpenBB Platform based on user query
+- [ ] openbb_report_generator.py: Script to generate investment reports based on fetched data
+- [ ] openbb_error_handler.py: Script to handle errors and provide informative messages
--- a/skills/skill-adapter/scripts/helper-template.sh
+++ b/skills/skill-adapter/scripts/helper-template.sh
@@ -0,0 +1,42 @@
+#!/bin/bash
+# Helper script template for skill automation
+# Customize this for your skill's specific needs
+
+set -e
+
+function show_usage() {
+    echo "Usage: $0 [options]"
+    echo ""
+    echo "Options:"
+    echo "  -h, --help     Show this help message"
+    echo "  -v, --verbose  Enable verbose output"
+    echo ""
+}
+
+# Parse arguments
+VERBOSE=false
+
+while [[ $# -gt 0 ]]; do
+    case $1 in
+        -h|--help)
+            show_usage
+            exit 0
+            ;;
+        -v|--verbose)
+            VERBOSE=true
+            shift
+            ;;
+        *)
+            echo "Unknown option: $1"
+            show_usage
+            exit 1
+            ;;
+    esac
+done
+
+# Your skill logic here
+if [ "$VERBOSE" = true ]; then
+    echo "Running skill automation..."
+fi
+
+echo "✅ Complete"
--- a/skills/skill-adapter/scripts/validation.sh
+++ b/skills/skill-adapter/scripts/validation.sh
@@ -0,0 +1,32 @@
+#!/bin/bash
+# Skill validation helper
+# Validates skill activation and functionality
+
+set -e
+
+echo "🔍 Validating skill..."
+
+# Check if SKILL.md exists
+if [ ! -f "../SKILL.md" ]; then
+    echo "❌ Error: SKILL.md not found"
+    exit 1
+fi
+
+# Validate frontmatter
+if ! grep -q "^---$" "../SKILL.md"; then
+    echo "❌ Error: No frontmatter found"
+    exit 1
+fi
+
+# Check required fields
+if ! grep -q "^name:" "../SKILL.md"; then
+    echo "❌ Error: Missing 'name' field"
+    exit 1
+fi
+
+if ! grep -q "^description:" "../SKILL.md"; then
+    echo "❌ Error: Missing 'description' field"
+    exit 1
+fi
+
+echo "✅ Skill validation passed"