Hire an AI market drop response planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Each move sorted as business change or mood
• Pricing kept apart from timing in every reason to act
• A keep, watch or weak mark for each holding, from facts alone
• A one-page rule card for falls and jumps, with look dates

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: Prices are swinging and you feel pulled to act.

• Step 1: The offer. Each holding's gap to your value, marked business change, mood or unknown, with take, ignore or wait.
• Step 2: The business. What changed in each business, whether you would buy it today with the price hidden, and a keep, watch or weak mark.
• Step 3: The rule card. The half-value test, money needed soon, rules for three sizes of fall, a rule for a jump, and look dates.
• Hand-back summary. Each step's file, any step not run and why, and every missing item in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Benjamin Graham and Warren Buffett would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Reads the offer. Sets price beside your value, sorts each move into business change or mood, and marks timing reasons as speculation.
• Checks the business. Lists what changed in profit, debt, shares and rivals, and asks if you would buy it today with the price hidden.
• Writes the rules. Runs the half-value test, checks money needed soon, and sets do and do-not rules for falls and jumps.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id falling-market-plan only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/falling-market-plan/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• What you hold, what you paid and when
• Your own written value for each holding and why
• How the prices have moved and what changed in each business
• Money you need within five years, and any loan against your holdings

Tools and access

• Any good chat AI: Sorting a few moves by cause is text work any strong chat AI does well with this skill.
• Any good chat AI: Comparing then-and-now figures and writing a mark is text work any strong chat AI does well with this skill.
• Company annual reports: Profit, debt and share count come from there.
• Any good chat AI: Turning a plan and a few honest answers into a rule card is text work any strong chat AI does well with this skill.
• A printed page or a note on your phone: A rule card only works if you can see it at the moment you want to break it.

Functions and deliverables

• Market drop response planner: Separate share-price moves from changes in the business, then draft rules for how you will respond to a market fall.
  • Each move sorted as business change or mood
  • Pricing kept apart from timing in every reason to act
  • A keep, watch or weak mark for each holding, from facts alone
  • A one-page rule card for falls and jumps, with look dates
• Investment price and value checker: Share holdings, your value estimates and price moves. Get price-to-value gaps, business-versus-mood checks and reasons to wait.
  • Each move sorted as business change or mood
  • Pricing versus timing for each of your reasons to act
  • A read on each price as an offer to take, ignore or wait on
  • Gaps where your own value is missing
• Investment business change reviewer: Share a holding’s original business case and later company figures. Compare what changed, where evidence is missing and which assumptions need another check.
  • A then-and-now table of facts
  • A would-you-buy-today answer with the price hidden
  • A mark of keep, watch or weak
  • A short plan for each weaker holding
• Price drop rules writer: Share your holdings plan and money needs. Draft calmer price-drop rules while keeping documented checks, notices and response deadlines in place.
  • The half-value test, with your honest answer
  • A check of money needed soon and borrowed-money risk
  • Do and do-not rules for three drop sizes and a jump
  • Discretionary review dates, with required checks and deadlines kept separately
  • Three mind traps that fit you, with counter-rules
  • A conditional cooling line and a witness you choose, or a missing name
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Benjamin Graham: Learn to separate price from value using Benjamin Graham’s recorded frameworks. Check the evidence, the downside and the room for error.
  • Your problem worked on the way Benjamin Graham would: their questions, their method, their push-back
  • The answer or the work, in Benjamin Graham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Warren Buffett: Review a business using Warren Buffett’s recorded principles. Check how it earns, what protects it, how managers use cash and which facts remain uncertain.
  • Your problem worked on the way Warren Buffett would: their questions, their method, their push-back
  • The answer or the work, in Warren Buffett's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Prices are swinging and you feel pulled to act.
• You sold in a panic once and do not want to do it again.
• You are about to put in more money and want a calm plan for the bumps.

Limits to check before starting

• You want a view on one day's dip with no change in the business: wait, and look again on your set look date.
• You are deciding whether to buy a new holding: use the Plan objection writer to test the idea first.
• You want a stock to buy or sell, or advice for your own money: talk to a licensed financial adviser.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It holds HANDOFF.md plus one skill file for each step.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Gather your holdings with cost and date, your written value for each, and the sizes of fall that would hurt you. Even a rough range works. Without your value the gap cannot be read.
• Print the rule card and keep it where you look at prices.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/falling-market-plan for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.