portfolio-setup

portfolio-setup is a command for coding agents from nutdnuy/portfolio-optimization-ai-plugin. It costs 12 tokens per session (169 once invoked), scanned A, original, MIT.

A setup check for a portfolio-optimization helper and its optional Riskfolio-Lib runtime. Portfolio optimization means using investment data and rules to calculate suggested asset weights.

In plain words
What is it for?
Use it before running allocation research to check Riskfolio-Lib, pandas, and NumPy, and to explain that the tool does not trade or connect to brokers.
Why use it?
It shows whether the required Python packages are available and clarifies what still works when the optimization runtime is missing.

Command

Installs and runs on its own, but its text points at files inside its plugin — anything it tells you to read at a ${CLAUDE_PLUGIN_ROOT} path is only there once the plugin is installed. Installing the plugin gets both.

Part of the portfolio-optimization-ai-plugin plugin — 1 skill, 5 commands shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-setup
Clone the repo
git clone --depth 1 https://github.com/nutdnuy/portfolio-optimization-ai-plugin

Or install portfolio-optimization-ai-plugin, the plugin that ships this one along with the rest of its 1 skill, 5 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for portfolio-setup

README.md
[![agentmods](https://agentmods.dev/badge/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-setup.svg)](https://agentmods.dev/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-setup)
Your own site
<a href="https://agentmods.dev/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-setup"><img src="https://agentmods.dev/badge/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-setup.svg" alt="Measured on agentmods" height="20"></a>
Per session 12 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 169 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00012 $0.00169
Opus 5 $0.00006 $0.00084
Sonnet 5 $0.00002 $0.00034
Haiku 4.5 $0.00001 $0.00017

Measured 4d ago against content hash 819c3cde7fcb, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

portfolio-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

commands/portfolio-setup.md · 25 lines

What it actually says

Check the plugin-local helper and optional runtime dependencies.

Run:

cd "${CLAUDE_PLUGIN_ROOT:-$PWD}" && python3 scripts/portfolio_optimizer_ai.py --help
cd "${CLAUDE_PLUGIN_ROOT:-$PWD}" && python3 scripts/portfolio_optimizer_ai.py setup-check

If riskfolio, pandas, or numpy are missing, explain that run-folder creation and audit still work, but optimization requires:

python3 -m pip install -e ".[runtime]"

Report that this plugin does not trade, connect to brokers, or guarantee future returns.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago First seen · 25 lines · 12 tokens per session scan A 819c3cde7fcb

Subscribe to this mod's changes

portfolio-setup is a command published in the GitHub repository nutdnuy/portfolio-optimization-ai-plugin (25 stars, last pushed 2mo ago), licensed MIT. It adds 12 tokens to every session and 169 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.