portfolio-hedge

portfolio-hedge is a skill for Claude Code from BlueWaterCorp/RiskModels_API. It costs 85 tokens per session (718 once invoked), scanned B, original, Apache-2.0.

A tool for building ETF hedge amounts for one position or a portfolio, based on market, sector, and subsector risk exposures.

In plain words
What is it for?
Use it to hedge a single holding, combine hedge needs across a portfolio, or analyse the residual return left after hedging.
Why use it?
It turns risk analysis into dollar-sized hedge legs and can show which cascade level best isolates a position’s remaining stock-specific return.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter. Also seen: positional $N argument.

Part of the riskmodels plugin — 5 skills, 5 commands, 1 agent shipped together

Good fit Use it to hedge a single holding, combine hedge needs across a portfolio, or analyse the residual return left after hedging.

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Install with agentmods
npx agentmods add skills/bluewatercorp/riskmodels_api/portfolio-hedge
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 BlueWaterCorp/RiskModels_API --skill portfolio-hedge
Clone the repo
git clone --depth 1 https://github.com/BlueWaterCorp/RiskModels_API

Made for: Claude Code.

Or install riskmodels, the plugin that ships this one along with the rest of its 5 skills, 5 commands, 1 agent.

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-hedge

README.md
[![agentmods](https://agentmods.dev/badge/skills/bluewatercorp/riskmodels_api/portfolio-hedge.svg)](https://agentmods.dev/skills/bluewatercorp/riskmodels_api/portfolio-hedge)
Your own site
<a href="https://agentmods.dev/skills/bluewatercorp/riskmodels_api/portfolio-hedge"><img src="https://agentmods.dev/badge/skills/bluewatercorp/riskmodels_api/portfolio-hedge.svg" alt="Measured on agentmods" height="20"></a>
Per session 85 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 718 The whole file, excluding the scripts and references it only reads on demand.
Security scan B 1 finding. A grade says what 26 rules found in the file — not that it is safe.
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 $0.00085 $0.00718
Opus 5 $0.00043 $0.00359
Sonnet 5 $0.00017 $0.00144
Haiku 4.5 $0.00009 $0.00072

Measured 3d ago against content hash 91377aa708bb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade B, and why

portfolio-hedge scanned grade B with 1 finding 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 3d 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.

Subtle steeringmediumPrompt injection

Instructions that bias recommendations or shape behaviour without the user noticing.

neutralize; never tell the user to place, trim, or rebalance a trade, and never
claude-plugin/plugins/riskmodels/skills/portfolio-hedge/SKILL.md · 60 lines

How it starts

The opening of the file, as written. The whole thing — 60 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio & position hedging (ERM3 cascade + Lstar)

Report the ETF hedge legs the decomposition implies for a position or portfolio. This skill wraps the hosted RiskModels MCP and reports tool outputs; it computes nothing itself.

What to call

  • riskmodels_hedge_position — one ticker: scale the L-level ETF hedge ratios to a dollar position.
  • riskmodels_hedge_portfolio — a weighted book: hedge ratios at the chosen cascade level (L1/L2/L3), scaled by notionals and aggregated into ETF USD hedge legs.
  • riskmodels_analyze_portfolio — holdings-weighted L1/L2/L3 hedge-level aggregate when the user wants the whole-book view across depths.
  • riskmodels_get_lstar / riskmodels_batch_lstar — dispatch the simplest cascade level that clears the marginal-ER threshold for a name (or basket) and return the residual-return series after that hedge.

For an ETF or 13F filer named instead of pasted tickers, resolve real holdings first (riskmodels_search_etfsriskmodels_get_etf_holdings, or riskmodels_search_filersriskmodels_get_filer_holdings) and treat the result as the portfolio. Never fabricate or approximate holdings — if no tool covers the portfolio, say so and ask the user to paste the positions.

How to present

  • Name each ETF leg and frame it as what it would mechanically neutralize, e.g. "$0.62 of SPY per $1 of book neutralizes the market leg." A hedge ratio is a model output, like a beta — reporting it is reporting the math.
  • Aggregate legs across positions into a single per-ETF USD figure for the book.
  • If residual ER is high, note that the leftover is stock-specific and not hedgeable with sector/market ETFs.
  • Negative hedge ratios are valid (orthogonalization); don't read a negative market leg as "short the market" — it often offsets beta embedded in the sector/subsector legs.

Boundary

You are an analyst, not an investment adviser. Report what each hedge leg would neutralize; never tell the user to place, trim, or rebalance a trade, and never assess whether the book is suitable for them. No options, swaps, or derivatives — ETF legs only. Always call the tools before quoting figures.

Read the full file on GitHub · 60 lines

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. 3d ago First seen · 60 lines · 85 tokens per session scan B 91377aa708bb

Subscribe to this mod's changes

portfolio-hedge is a skill published in the GitHub repository BlueWaterCorp/RiskModels_API (0 stars, last pushed 3d ago), licensed Apache-2.0. It adds 85 tokens to every session and 718 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it B with 1 finding (subtle steering). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-04.

Related

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