portfolio-risk-review

portfolio-risk-review is a skill for Claude Code, Codex from KCNyu/clawock. It costs 70 tokens per session (1,461 once invoked), scanned A, original, MIT.

A single-pass review of an investment portfolio using workspace holdings, current market quotes, and company thesis records. It covers US and Hong Kong stocks, including leveraged exchange-traded funds (ETFs).

In plain words
What is it for?
Ranking position risk, reviewing US-Hong Kong holdings, assessing leveraged ETF exposure, and producing one-time portfolio recommendations.
Why use it?
It provides a current view of which positions carry the most risk without relying on an outdated manual portfolio summary.

Skill for Claude CodeCodex

Which agent this was written for is unclear — built for openclaw. Also seen: built for openclaw.

Good fit Ranking position risk, reviewing US-Hong Kong holdings, assessing leveraged ETF exposure, and producing one-time portfolio recommendations.

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Install with agentmods
npx agentmods add skills/kcnyu/clawock/portfolio-risk-review
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 KCNyu/clawock --skill portfolio-risk-review
Clone the repo
git clone --depth 1 https://github.com/KCNyu/clawock

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 portfolio-risk-review

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/kcnyu/clawock/portfolio-risk-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/portfolio-risk-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 70 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,461 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 $0.00070 $0.01461
Opus 5 $0.00035 $0.00731
Sonnet 5 $0.00014 $0.00292
Haiku 4.5 $0.00007 $0.00146

Measured 12d ago against content hash b092c382cd8e, 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-review 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 12d 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-review/SKILL.md · 134 lines

How it starts

The opening of the file, as written. The whole thing — 134 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Risk Review

Single-pass portfolio review. For multi-role analyst framework, use portfolio-swarm-review instead.

Required reads

In this order:

  1. /root/.openclaw/workspace/MEMORY.md — rules, traps, user preferences
  2. /root/.openclaw/workspace/portfolio.json — authoritative holdings
  3. /root/.openclaw/workspace/memory/theses/*.json — canonical thesis state when present
  4. ../daily-deep-brief/references/technical-playbooks.md — read before any add / average-down plan
  5. /root/.openclaw/workspace/TOOLS.md — data chain reference if anything fails

portfolio.json is the only active/exited list: shares > 0 is held, shares == 0 is exited. There is no hand-maintained summary any more — the one that used to sit here went 3.5 months without a sync and ended up naming seven held positions as exited (#1067).

The thesis registry is read-only during a portfolio review. Missing files mean unknown, not permission to reconstruct a baseline from prior prose. Price moves may change valuation but cannot by themselves change business, moat, or management.

Fresh data rule

Always refresh quotes before judging the book. Use the workspace scripts.

# US: 7-route fallback, RSI/MA/news/signal, writes back to portfolio.json
/root/.local/bin/clawock analyze-us
/root/.local/bin/clawock analyze-us --no-news    # skip news

# HK: Tencent primary + Eastmoney full-batch independent cross-check/fallback → stooq → yfinance
/root/.local/bin/clawock analyze-hk
/root/.local/bin/clawock analyze-hk --no-news

If any leg of the fallback fails for a holding, mark that line stale in the output. Special trap: 00100 only has Tencent — Tencent down means 00100 is stale.

KR linkage: 07709/07747 are exited (shares == 0), but SKHY (SK Hynix ADR) can be held — check portfolio.json before deciding whether a KR fetch is needed rather than assuming the chain is dead.

Holdings bucketing

Do not hardcode tickers here — names rotate. Pull the active list from portfolio.json (shares > 0), then bucket by category each run:

Read the full file on GitHub · 134 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. 12d ago First seen · 134 lines · 70 tokens per session scan A b092c382cd8e

Subscribe to this mod's changes

portfolio-risk-review is a skill published in the GitHub repository KCNyu/clawock (14 stars, last pushed today), licensed MIT. It adds 70 tokens to every session and 1,461 once invoked, about $0.0003 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.

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