From us-stock-analysis
Reviews investment portfolio performance metrics, asset allocation, risk, and holdings; provides rebalancing recommendations, optimization actions, and standardized bullish/bearish signals.
How this skill is triggered — by the user, by Claude, or both
Slash command
/us-stock-analysis:portfolio-reviewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Comprehensive portfolio analysis and optimization recommendations.
Comprehensive portfolio analysis and optimization recommendations.
Performance Metrics
Asset Allocation
Risk Assessment
Holdings Review
Rebalancing Needs
Diversification Improvements
Performance Enhancement
Deliver comprehensive portfolio review with:
Focus on actionable insights aligned with investment objectives and risk tolerance.
All analysis concludes with this standardized block:
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║ INVESTMENT SIGNAL ║
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║ Signal: BULLISH / NEUTRAL / BEARISH ║
║ Confidence: HIGH / MEDIUM / LOW ║
║ Horizon: SHORT / MEDIUM / LONG-TERM ║
║ Score: X.X / 10 ║
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║ Action: BUY / HOLD / SELL ║
║ Conviction: STRONG / MODERATE / WEAK ║
╚══════════════════════════════════════════════╝
Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish Confidence: HIGH (strong data, clear signals) | MEDIUM (mixed signals) | LOW (limited data, conflicting signals) Horizon: SHORT-TERM (1 week–3 months) | MEDIUM-TERM (3 months–1 year) | LONG-TERM (1+ years)
npx claudepluginhub yennanliu/investskill --plugin us-stock-analysisConstructs or rebalances investment portfolios using Modern Portfolio Theory, mean-variance optimization, and asset allocation best practices from institutional finance.
Analyzes portfolio allocation drift and generates tax-aware rebalancing trade recommendations across accounts, considering tax implications, transaction costs, and wash sale rules.
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.