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.
npx skills add davidromeo/tradeblocks-skills --skill portfoliogit clone --depth 1 https://github.com/davidromeo/tradeblocks-skillsWrote 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.
[](https://agentmods.dev/skills/davidromeo/tradeblocks-skills/portfolio)<a href="https://agentmods.dev/skills/davidromeo/tradeblocks-skills/portfolio"><img src="https://agentmods.dev/badge/skills/davidromeo/tradeblocks-skills/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.
<a href="https://agentmods.dev/skills/davidromeo/tradeblocks-skills/portfolio"><img src="https://agentmods.dev/badge/skills/davidromeo/tradeblocks-skills/portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00035 | $0.02227 |
| Opus 5 | $0.00017 | $0.01113 |
| Sonnet 5 | $0.00007 | $0.00445 |
| Haiku 4.5 | $0.00003 | $0.00223 |
Grade A, and why
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.
How it starts
The opening of the file, as written. The whole thing — 228 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Analysis
Explore how strategies relate and what combining them means for portfolio characteristics.
What This Skill Does
Surfaces data to help understand portfolio dynamics:
- Health Check: One-call comprehensive portfolio assessment
- Correlation: How do strategies move relative to each other?
- Structure: Where does the portfolio have overlap or blind spots?
- Marginal Contribution: Which strategies help or hurt risk-adjusted returns?
- Similarity: Are any strategies redundant?
- What-If Scaling: How would changing allocations affect the portfolio?
Prerequisites
- TradeBlocks MCP server running
- Multiple strategy blocks or a multi-strategy block loaded
- Strategy profiles recommended for regime coverage and structure analysis
Process
Step 1: Portfolio Health Check
Start with portfolio_health_check for a comprehensive one-call assessment.
Key parameters:
blockId: Block folder namecorrelationThreshold: Flag pairs above this (default: 0.5)tailDependenceThreshold: Flag tail pairs above this (default: 0.5)profitProbabilityThreshold: MC profit probability warning (default: 0.95)wfeThreshold: Walk-forward efficiency warning (default: -0.15)
Tool returns a layered report:
- Verdict: HEALTHY / MODERATE_CONCERNS / SIGNIFICANT_CONCERNS
- Grades: A-F across 9 dimensions:
| Dimension | What It Measures |
|---|---|
| Diversification | Correlation between strategy pairs |
| Tail Risk | Joint extreme co-movement risk |
| Robustness | Walk-forward efficiency (OOS vs IS) |
| Consistency | Monte Carlo probability of profit |
| Regime Coverage | Strategy performance across VIX regimes |
| Day Coverage | Trading day coverage across the week |
| Concentration Risk | Allocation by structure, underlying, DTE |
| Correlation Risk | Profile-aware overlap (same underlying + DTE + days) |
| Scaling Alignment | Backtest vs live per-contract P&L deviation |
- Flags: Specific warnings with details (high correlation pairs, tail dependence pairs, etc.)
- Key numbers: Sharpe, Sortino, max drawdown, avg correlation, avg tail dependence, MC stats, WFE
What ships with it
2 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.
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.
- 11d ago First seen · 228 lines · 35 tokens per session scan A 73945a91c1d1
portfolio is a skill published in the GitHub repository davidromeo/tradeblocks-skills (2 stars, last pushed 5mo ago), licensed MIT. It adds 35 tokens to every session and 2,227 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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