From terminalq
Comprehensive portfolio health check covering performance, risk metrics, asset allocation, RSU exposure, and benchmark comparison. Use this skill when you want to review your portfolio, check diversification, assess risk, or understand RSU concentration. Ask "how is my portfolio", "portfolio health", "portfolio review", "check my portfolio", "portfolio performance", "my holdings", or "am I diversified" to trigger this workflow. Produces a Portfolio Scorecard contract output.
How this skill is triggered — by the user, by Claude, or both
Slash command
/terminalq:portfolio-healthThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Perform a comprehensive portfolio health check in two steps:
Perform a comprehensive portfolio health check in two steps:
Step 1: Call these tools in parallel to gather portfolio and RSU data:
terminalq_get_portfolio_live() — current holdings with live prices and daily P&Lterminalq_get_risk_metrics("1y") — Sharpe, Sortino, VaR, beta, max drawdownterminalq_get_allocation() — asset class breakdown and concentration riskterminalq_chart_allocation() — visual allocation chartterminalq_get_rsu_schedule() — upcoming RSU vestsStep 2: From the RSU schedule results, identify the RSU ticker symbol. Then call terminalq_get_quote(rsu_symbol) to get the current price for RSU valuation. If no RSU schedule exists, skip this step.
After gathering all data, produce a structured health check following the Portfolio Scorecard contract in docs/output-contracts.md:
Portfolio Scorecard:
Risk Assessment:
Allocation Analysis:
RSU Impact:
Performance vs Benchmark:
Action Items:
Data Freshness: Include a table noting each data source, how recent it is, and confidence level (High/Moderate/Low per docs/output-contracts.md).
Disclaimer: End with the standard disclaimer from docs/output-contracts.md.
Keep it practical — scorecard first, then details, then actionable recommendations.
| Failure Mode | Signal | Response |
|---|---|---|
| Portfolio data missing | terminalq_get_portfolio_live fails or returns empty | Stop and instruct user to run /tq-ingest to set up portfolio data |
| Risk metrics fail | terminalq_get_risk_metrics errors | Skip Risk Assessment section; note that risk analysis requires historical data |
| No RSU schedule | terminalq_get_rsu_schedule returns empty or errors | Skip RSU Impact section entirely; note in output that no RSU data was found |
| Allocation tool fails | terminalq_get_allocation errors | Skip Allocation Analysis chart; try to estimate allocation from portfolio holdings directly |
| Stale portfolio prices | Quote data is from previous close | Note in Data Freshness that prices are from last close (markets may be closed) |
/tq-ingest firsttrade-research insteadmarket-overview insteadnpx claudepluginhub fakoli/terminalq --plugin terminalqReviews investment portfolio performance metrics, asset allocation, risk, and holdings; provides rebalancing recommendations, optimization actions, and standardized bullish/bearish signals.
Generates accurate performance reports for investment portfolios with benchmarks, attribution, risk dashboards, and GIPS summaries. Useful for return calculations, quarterly reports, and client presentations.
Multi-dimensional portfolio risk analysis using EODHD data — technical indicators, sentiment shifts, insider activity, and fundamental risk metrics. Generates a structured risk report with volatility, drawdown, correlation, and sector exposure.