portfolio-review

portfolio-review is a skill for Claude Code from lodetomasi/portfolio-copilot. It costs 88 tokens per session (798 once invoked), scanned A, original, no licence file.

A portfolio review tool for local broker exports in XLSX or CSV format. It explains issues such as concentration, leverage, duplicate funds, shared exposure, and positions to watch in a few lines for beginners.

In plain words
What is it for?
Use it to review a portfolio export, find concentrated holdings, detect overlapping funds, or identify positions that need attention.
Why use it?
It turns a broker's raw file into a short explanation of possible portfolio problems. This helps reveal risks that may be difficult to spot by looking at holdings one by one.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Part of the portfolio-copilot plugin — 7 skills, 1 agent, 2 hooks, 1 MCP server shipped together

Good fit Use it to review a portfolio export, find concentrated holdings, detect overlapping funds, or identify positions that need attention.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/lodetomasi/portfolio-copilot/portfolio-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 lodetomasi/portfolio-copilot --skill portfolio-review
Clone the repo
git clone --depth 1 https://github.com/lodetomasi/portfolio-copilot

Made for: Claude Code.

Or install portfolio-copilot, the plugin that ships this one along with the rest of its 7 skills, 1 agent, 2 hooks, 1 MCP server.

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-review

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/lodetomasi/portfolio-copilot/portfolio-review"><img src="https://agentmods.dev/badge/skills/lodetomasi/portfolio-copilot/portfolio-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 88 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 798 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 unknown 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 $0.00088 $0.00798
Opus 5 $0.00044 $0.00399
Sonnet 5 $0.00018 $0.00160
Haiku 4.5 $0.00009 $0.00080

Measured 11d ago against content hash 320d3a0a3eda, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio-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 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-review/SKILL.md · 53 lines

The source is not reproduced here

No licence file

A repository with no LICENSE is all rights reserved by default, so the body is not copied here. The metadata, the measurements and the link are.

Read it on GitHub

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 · 53 lines · 88 tokens per session scan A 320d3a0a3eda

Subscribe to this mod's changes

portfolio-review is a skill published in the GitHub repository lodetomasi/portfolio-copilot (1 stars, last pushed 12d ago), with no licence file. It adds 88 tokens to every session and 798 once invoked, about $0.0004 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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