behavioral-finance-guard - Detect investment biases and draft client responses
Analyzes investment decisions for cognitive biases, adds historical market context, provides evidence-based reframing, and drafts advisor responses.
Tags
Updated: 2026-10-08Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Identify cognitive biases
- Contextualize market conditions
- Quantify historical bias costs
- Provide evidence-based reframing
- Draft advisor responses
- Compare risk preferences
Inputs
- Client statement or action
- Market context
- Client portfolio
- Client history
- Client profile
- Relationship context
- Historical market data
Outputs
- Cognitive bias analysis
- Historical market context
- Evidence-based counterarguments
- Behavioral reframing
- Advisor response draft
Requirements
- financial-data-api
- risk-tolerance-profiler
- Python 3
- SEC EDGAR and FRED data access