portfolio-risk

portfolio-risk is a skill for Claude Code from EodHistoricalData/eodhd-claude-skills. It costs 44 tokens per session (746 once invoked), scanned A, original, MIT.

A portfolio-risk analysis workflow for reviewing investments with EODHD market data. It combines price movements, trading indicators, market sentiment, insider transactions, company fundamentals, and portfolio concentration.

In plain words
What is it for?
Use it to assess a portfolio or individual holdings, examine drawdown and volatility risk, review technical indicators and sentiment, check insider activity, and evaluate debt, beta, and sector exposure.
Why use it?
It brings several sources of investment risk into one report, making volatility, losses, correlations, sector exposure, and warning signals easier to review together.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the eodhd-api plugin — 13 skills, 1 agent shipped together

Good fit Use it to assess a portfolio or individual holdings, examine drawdown and volatility risk, review technical indicators and sentiment, check insider activity, and evaluate debt, beta, and sector exposure.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/eodhistoricaldata/eodhd-claude-skills/portfolio-risk
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 EodHistoricalData/eodhd-claude-skills --skill portfolio-risk
Clone the repo
git clone --depth 1 https://github.com/EodHistoricalData/eodhd-claude-skills

Made for: Claude Code.

Or install eodhd-api, the plugin that ships this one along with the rest of its 13 skills, 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-risk

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/eodhistoricaldata/eodhd-claude-skills/portfolio-risk"><img src="https://agentmods.dev/badge/skills/eodhistoricaldata/eodhd-claude-skills/portfolio-risk.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 44 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 746 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 $0.00044 $0.00746
Opus 5 $0.00022 $0.00373
Sonnet 5 $0.00009 $0.00149
Haiku 4.5 $0.00004 $0.00075

Measured 11d ago against content hash b9d958ddd6b5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio-risk 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/portfolio-risk/SKILL.md · 92 lines

How it starts

The opening of the file, as written. The whole thing — 92 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Skill: portfolio-risk

Purpose

Perform multi-dimensional risk analysis on a portfolio or individual holdings using EODHD data — combining technical indicators, sentiment analysis, insider activity signals, and fundamental risk metrics.

Trigger

Activate when the user asks for:

  • Portfolio risk analysis or assessment
  • Risk/reward evaluation of holdings
  • Volatility analysis or drawdown risk
  • Insider selling alerts for portfolio positions
  • Sentiment shifts or deterioration for holdings
  • Concentration risk or sector exposure analysis

Workflow

  1. Get portfolio — confirm ticker list and optional weights
  2. Fetch price historyeod for each holding (6-12 months)
  3. Calculate risk metrics — returns, volatility, max drawdown, correlation
  4. Fetch technicalstechnical for RSI, Bollinger Bands, ATR per holding
  5. Fetch sentimentsentiment for each holding (recent trend)
  6. Fetch insider activityinsider-transactions for each holding
  7. Fetch fundamentalsfundamentals for debt ratios, beta, sector allocation
  8. Compile risk report

Output Structure

Portfolio Risk Analysis — [Date]

Portfolio Composition

Ticker Weight Sector Market Cap

Risk Metrics

Metric Portfolio Benchmark (S&P)
Annualized Volatility
Max Drawdown (12M)
Beta
Sharpe Ratio

Per-Holding Risk Signals

Ticker RSI Bollinger %B ATR% Sentiment Insider Net

Risk Alerts

  • Overbought/oversold signals (RSI > 70 or < 30)
  • Negative sentiment trends
  • Significant insider selling
  • High concentration in single sector/stock
  • Elevated volatility vs historical norms

Sector Exposure

Sector Weight Count

Recommendations

  • Diversification suggestions
  • Hedging considerations
  • Positions requiring attention

Read the full file on GitHub · 92 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. 11d ago First seen · 92 lines · 44 tokens per session scan A b9d958ddd6b5

Subscribe to this mod's changes

portfolio-risk is a skill published in the GitHub repository EodHistoricalData/eodhd-claude-skills (37 stars, last pushed 15d ago), licensed MIT. It adds 44 tokens to every session and 746 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 2026-08-30.

Related

Other skills, from other repositories

hithink-finance-symbol

A command-line tool entry for matching stock or index names, short codes, and tickers to their official identifiers. An identifier is the code needed by later market-data commands.

HiThink-Tech/Financial-API · 71 tokens

hithink-finance-valuation

A workflow for querying current valuation figures for Chinese mainland stocks, known as A-shares. It returns price-based measures such as price-to-earnings, price-to-book, price-to-sales, and price-to-cash-flow ratios.

HiThink-Tech/Financial-API · 58 tokens

chief-financial-officer

Owns the financial position: planning, budgeting, forecasting, unit economics, cash, and the numbers the business is run and reported on. Use this to build or challenge a budget, model a decision's financial consequence, assess unit economics or runway, evaluate an investment or spend request, set financial controls…

cbrock84/headcount · 88 tokens

financial-statement-analysis

Reads a set of financial statements and establishes what changed and why — fluctuation analysis against prior period and against budget, profitability, liquidity, solvency and efficiency ratios, benchmarking, and the non-GAAP measures presented alongside them. Use this to interpret results, review a counterparty's or…

cbrock84/headcount · 93 tokens

incorporation

A guide for moving from working as an individual business owner to operating through a company in Japan. It covers company types, setup steps, officer pay, taxes, and social insurance.

kazukinagata/shinkoku · 127 tokens

reading-receipt

An image-reading workflow for extracting structured information from receipts, invoices, and hometown-tax donation certificates. It can first extract text from PDFs and otherwise read their images.

kazukinagata/shinkoku · 64 tokens