stock-portfolio
Portfolio-level risk review across multiple positions.
Skill by daringanitch
Chalk Labs
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/daringanitch-stock-portfolio
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: finance
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/stock-portfolio
What's inside
- Skill name
stock-portfolio- Description
- Portfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health.
- License
- MIT
- Instructions
- 12 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
Run a portfolio-level risk analysis: 1. **CONCENTRATION** — sector exposure, geographic exposure, market cap skew 2. **FACTOR EXPOSURE** — am I long value, growth, momentum, quality? What's my net factor bet? 3. **CORRELATION** — which positions move together? Where am I doubling up on the same thesis? 4. **MACRO SENSITIVITY** — how does this portfolio perform if: rates +100bps / rates -100bps / recession / dollar +10%? 5. **LIQUIDITY** — which positions could I exit in 1 day at <1% market impact? 6. **BLIND SPOTS** — what risk am I not seeing? What would hurt all of these at once? Output: a heat map of risks and 2–3 rebalancing recommendations.
From daringanitch/claude-stock-analyst, MIT.
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Signals
- Stars
- 9
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- May 11, 2026 (5 months ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
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etf-compare
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etf-sector
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Find and compare the best ETFs to express a sector or thematic view.
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Cite this page
stock-portfolio skill. Agent Mart. https://agentmart.dev/skills/daringanitch-stock-portfolio (last updated 2026-10-24)