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From market-skills
Use when the user asks to review a portfolio, assess allocation risk, concentration, drawdown exposure, factor exposure, diversification, rebalancing, cash deployment, or whether holdings fit their goals.
How this skill is triggered — by the user, by Claude, or both
Slash command
/market-skills:portfolio-risk-reviewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Review a portfolio for risk, concentration, quality, and actionability. Focus on what to keep, trim, add, hedge, or watch.
Review a portfolio for risk, concentration, quality, and actionability. Focus on what to keep, trim, add, hedge, or watch.
Ask for or infer when available:
If holdings are incomplete, proceed with visible data and state the limitation.
Use current prices and market data. Check sector weights, geographic exposure, factor exposure, valuation risk, volatility, dividend quality, and correlation where relevant.
Flag:
Use this structure:
State the biggest risk and the highest-priority action.
| Holding | Weight | Role | Risk | Action | Rationale |
|---|
Identify duplicate exposure and oversized bets.
Give specific add, hold, trim, or sell actions with target weights.
Explain likely portfolio behavior in a market drawdown, rate shock, recession, or sector rotation.
List the top 3 actions in order.
Treat the output as decision support, not personalized financial advice.
npx claudepluginhub vijayanandmit/skills --plugin market-skillsCreates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.