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portfolio-review

100 / 100 · Low risk

Fine to try.

By nimadorostkar/Claude-Skills-collection (GitHub) · other · 36 stars · scanned at commit 1691932

Use when reviewing a portfolio's construction and exposure. Covers concentration, correlation, factor and sector exposure, hidden bets, and whether the portfolio expresses the intended view. Trigger on "review my portfolio", "am i actually diversified", "is too much of my money in tech". Do not use for setting drawdown limits or stop rules — see the risk-management skill.

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'portfolio-review' ] || [ -L ~/.agents/skills/'portfolio-review' ]; then echo 'A skill folder named portfolio-review already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/nimadorostkar/Claude-Skills-collection' "$d" && git -C "$d" checkout --quiet '1691932edc17063d712a85d02bcc7a1cd3791057' -- 'skills/finance/portfolio-review' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/finance/portfolio-review' ~/.agents/skills/'portfolio-review' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'portfolio-review' ~/.claude/skills/'portfolio-review' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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