etf-portfolio

etf-portfolio is a skill for Claude Code, Codex from daringanitch/claude-stock-analyst. It costs 40 tokens per session (494 once invoked), scanned A, original, MIT.

A guide for analysing a portfolio made up of exchange-traded funds, or ETFs. ETFs are investment funds traded like shares, and the guide examines what the combined funds own and how their risks overlap.

In plain words
What is it for?
Use it to compare ETF holdings, calculate combined exposure to repeated companies, review sector and style risks, and identify funds that may be redundant.
Why use it?
Owning several ETFs can still leave you heavily exposed to the same companies, sectors, or investment styles. This guide helps reveal hidden concentration and duplicated holdings.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to compare ETF holdings, calculate combined exposure to repeated companies, review sector and style risks, and identify funds that may be redundant.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/daringanitch/claude-stock-analyst/etf-portfolio
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 daringanitch/claude-stock-analyst --skill etf-portfolio
Clone the repo
git clone --depth 1 https://github.com/daringanitch/claude-stock-analyst

Made for: Claude Code, Codex.

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 etf-portfolio

README.md
[![agentmods](https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/etf-portfolio/github.svg)](https://agentmods.dev/skills/daringanitch/claude-stock-analyst/etf-portfolio)
Your own site
<a href="https://agentmods.dev/skills/daringanitch/claude-stock-analyst/etf-portfolio"><img src="https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/etf-portfolio/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 etf-portfolio

Your own site · 80×15
<a href="https://agentmods.dev/skills/daringanitch/claude-stock-analyst/etf-portfolio"><img src="https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/etf-portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 494 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.
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 $0.00040 $0.00494
Opus 5 $0.00020 $0.00247
Sonnet 5 $0.00008 $0.00099
Haiku 4.5 $0.00004 $0.00049

Measured 11d ago against content hash 1036a53b5323, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

etf-portfolio 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 11d 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.

skills/etf-portfolio/SKILL.md · 54 lines

What it actually says

Analyze the ETF portfolio provided. The key insight ETF investors miss: owning multiple ETFs does not mean you're diversified — you may be tripling down on the same stocks without knowing it.

1. UNPACK THE HOLDINGS For each ETF, identify:

  • Top 10 holdings and weights
  • Sector breakdown
  • Factor tilt

2. HIDDEN CONCENTRATION

  • Which single stocks appear across multiple ETFs? List them with combined effective weight
  • Flag any stock where combined exposure across all ETFs exceeds 5% of the total portfolio
  • Example: owning QQQ + VGT + SOXX = NVDA appears in all three; effective weight may be 15%+ of portfolio

3. OVERLAP MATRIX Build a simple overlap table showing % holdings shared between each ETF pair:

ETF A ETF B ETF C
ETF A X% X%
ETF B X% X%
ETF C X% X%

If any pair >60% overlap: flag as redundant — investor is paying two expense ratios for one position.

4. FACTOR EXPOSURE What is the net factor tilt of the combined portfolio?

  • Growth / Value / Momentum / Quality / Size / Yield
  • Is this intentional or accidental?

5. SECTOR CONCENTRATION Combined sector weights across all ETFs. What sectors are over/underweight vs a simple S&P 500 benchmark?

6. MACRO SENSITIVITY How does the combined portfolio behave in:

  • Rates +100bps
  • Recession
  • Dollar +10%
  • Tech selloff (>20% drawdown in mega-cap tech)

7. COST DRAG Weighted average expense ratio across the portfolio. If >0.20%, identify where the cost is coming from and whether a cheaper equivalent exists.

8. CONSOLIDATION RECOMMENDATIONS Which ETFs are redundant and can be eliminated? Which single ETF could replace two or more positions? What's missing entirely?

Output a risk heat map and 2–3 specific rebalancing recommendations with reasoning.

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. 11d ago First seen · 54 lines · 40 tokens per session scan A 1036a53b5323

Subscribe to this mod's changes

etf-portfolio is a skill published in the GitHub repository daringanitch/claude-stock-analyst (9 stars, last pushed 1mo ago), licensed MIT. It adds 40 tokens to every session and 494 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 2026-08-31.

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