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portfolio-review

80 / 100 · Low risk

Fine to try. Some of what it can do is expected: a coding skill usually runs build and test commands.

By Shubhamkumartrichy/claude-trading-skills-india (GitHub) · coding · 63 stars · scanned at commit b62336d

Health check for an Indian delivery (CNC) stock portfolio from a holdings CSV or a Zerodha Console, Kite, Groww or broker-MCP export: value and unrealised P&L, position and sector weights, top-5/top-10 concentration, business-group exposure (Adani, Tata...), large/mid/small mix against a target, pledged, SME and surveillance flags, a per-lot STCG→LTCG countdown, volatility, beta vs NIFTY, drawdown, correlated clusters, portfolio heat to stops, and a tax-aware rebalance plan with charges. Use w…

Works with any agent that supports SKILL.md skills.

What this skill can do

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=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/Shubhamkumartrichy/claude-trading-skills-india' "$d" && git -C "$d" checkout --quiet 'b62336d657b560c6c2419db036004aab28b60702' -- 'skills/portfolio-review' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/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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