portfolio-monitoring
Lists material events at a holding since a date: exec changes, litigation, rating
actions, guidance and defaults, with why each one matters, using the Nimble
portfolio-monitoring agent template on live web data. Use when the user says "what
happened at [holding]", "monitor my portfolio", "material events", "check my holdings
since", "portfolio news", or arrives from a Nimble use-case page. Interviews the user
for the inputs, shows quick search results first, then runs the template at medium and
high effort and shows each result as it arrives. Do NOT use for sales accounts (use
account-signals) or a full credit view (use credit-risk).
- Version
- 1.9.0
Pinned to revision 1b98fc453d2d, so it is the text this page describes rather than whatever the author pushed since.
Pre-approved tools experimental
Experimental field. Support varies between clients, so this list is what the author declared, not what your client will enforce.
- Bash(nimble:*)
- Bash(claude mcp list)
- Bash(npm --version)
- Bash(npm install -g @nimble-way/nimble-cli)
- Bash(npm i -g @nimble-way/nimble-cli)
- Read
- Write
- AskUserQuestion
- WebSearch
- WebFetch
- mcp__plugin_nimble_nimble__nimble_search
- mcp__plugin_nimble_nimble__nimble_agent_templates_list
- mcp__plugin_nimble_nimble__nimble_agent_templates_get
- mcp__plugin_nimble_nimble__nimble_agents_list
- mcp__plugin_nimble_nimble__nimble_agents_get
- mcp__plugin_nimble_nimble__nimble_agents_create
- mcp__plugin_nimble_nimble__nimble_agents_run
- mcp__plugin_nimble_nimble__nimble_agents_run_status
- mcp__plugin_nimble_nimble__nimble_agents_run_result
- mcp__plugin_nimble_nimble__nimble_agents_runs_list
Files
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