portfolio-hedging

portfolio-hedging is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 42 tokens per session (751 once invoked), scanned A, original, Apache-2.0.

A guide for analysing portfolio hedging, which means using positions or strategies intended to reduce the effect of unwanted market movements. It combines strategy frameworks, historical examples, and portfolio data.

In plain words
What is it for?
Use it to review hedging strategies, find similar historical situations, and perform quantitative portfolio analysis.
Why use it?
It provides a defined process for comparing hedging approaches and assessing them against past cases and portfolio context.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the portfolio-strategy plugin — 4 skills, 3 commands shipped together

Good fit Use it to review hedging strategies, find similar historical situations, and perform quantitative portfolio analysis.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging
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.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install portfolio-strategy, the plugin that ships this one along with the rest of its 4 skills, 3 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-hedging

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for portfolio-hedging

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/portfolio-hedging.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 42 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 751 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 5.1 $0.00042 $0.00751
Opus 5 $0.00021 $0.00376
Sonnet 5 $0.00008 $0.00150
Haiku 4.5 $0.00004 $0.00075

Measured 6d ago against content hash 1b6d8c32323f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio-hedging 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 6d 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.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging/SKILL.md · 109 lines

How it starts

The opening of the file, as written. The whole thing — 109 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Defaults

Parameter Default Value Rationale
parameter_free true This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter

Preflight

Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query knowledge entries for relevant frameworks; query search_by_analogue for historical cases.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

See ## Protocol section below.

Portfolio Hedging

Portfolio strategy analysis powered by spec 037 L3 knowledge base.

Preflight

Run the canonical pre-flight sequence. See contracts/preflight.md.

Data Source Priority

  1. Knowledge entries (L3 strategy frameworks) → 2. search_by_analogue for strategy cases → 3. XBRL facts (position/portfolio context)

Protocol

  1. Strategy Framework — apply L3 frameworks from references/knowledge-frameworks.md
  2. Analogue Retrieval — query historical cases matching the strategy pattern
  3. Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query gold.knowledge_entries for frameworks; query search_by_analogue for historical cases.

Temporal Scope

See frontmatter temporal_scope.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

See ## Protocol section below.

Output File

{ticker}/{YYYY-MM-DD_HHMM}_portfolio-hedging_{affix}.md

Output Structure

  1. Executive Summary — key findings in 2-3 sentences
  2. Framework Analysis — applied frameworks with specific findings
  3. Quantitative Metrics — relevant calculations and benchmarks
  4. Historical Analogues — matched cases with citations
  5. Risk Assessment — key risk factors and mitigants
  6. Coverage Gaps — data limitations and degraded flags
  7. Executive Summary 2. Strategy Framework 3. Quantitative Analysis 4. Historical Analogues 5. Risk Assessment 6. Scenarios

Read the full file on GitHub · 109 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 6d ago First seen · 109 lines · 42 tokens per session scan A 1b6d8c32323f

Subscribe to this mod's changes

portfolio-hedging is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed today), licensed Apache-2.0. It adds 42 tokens to every session and 751 once invoked, about $0.0002 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 2026-09-05.

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