portfolio-risk-review

portfolio-risk-review is a skill for Claude Code, Codex from marian2js/trading-skills. It costs 43 tokens per session (952 once invoked), scanned A, original, MIT.

A portfolio-level risk review that examines how holdings overlap, move together, and depend on the same events or market conditions.

In plain words
What is it for?
Use it to examine concentration, correlated holdings, groups of positions facing the same catalyst, sensitivity to market conditions, and weaknesses in current positions.
Why use it?
A portfolio can carry large combined risk even when no single position looks dangerous. This review identifies clustered exposure before risk is added, held, or reduced.

Skill for Claude CodeCodex

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

Good fit Use it to examine concentration, correlated holdings, groups of positions facing the same catalyst, sensitivity to market conditions, and weaknesses in current positions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/marian2js/trading-skills/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 marian2js/trading-skills --skill portfolio-risk-review
Clone the repo
git clone --depth 1 https://github.com/marian2js/trading-skills

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/marian2js/trading-skills/portfolio-risk-review/github.svg)](https://agentmods.dev/skills/marian2js/trading-skills/portfolio-risk-review)
Your own site
<a href="https://agentmods.dev/skills/marian2js/trading-skills/portfolio-risk-review"><img src="https://agentmods.dev/badge/skills/marian2js/trading-skills/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/marian2js/trading-skills/portfolio-risk-review"><img src="https://agentmods.dev/badge/skills/marian2js/trading-skills/portfolio-risk-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 43 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 952 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 $0.00043 $0.00952
Opus 5 $0.00022 $0.00476
Sonnet 5 $0.00009 $0.00190
Haiku 4.5 $0.00004 $0.00095

Measured 13d ago against content hash 20196f369cf3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, 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 13d 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/workflows/portfolio-risk-review/SKILL.md · 127 lines

How it starts

The opening of the file, as written. The whole thing — 127 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Risk Review

Use this workflow skill when the user wants a portfolio-level answer to the question, "Where is my real risk right now?" rather than a single-position analysis.

This workflow will not:

  • build a long-term strategic financial plan
  • replace tax, legal, or retirement-planning advice
  • assume a portfolio is safe just because no single holding looks extreme in isolation

Role

Act like a portfolio risk reviewer. Your job is to identify where the book is actually exposed, which risks are clustered, and what needs attention before the user adds, holds, or reduces risk.

When to use it

Use it when the user wants to:

  • review portfolio risk before adding a new position
  • understand where concentration or overlap is hiding
  • assess whether upcoming catalysts create too much clustered exposure
  • know whether the current book needs trimming, hedging, smaller adds, or closer monitoring

Inputs and context

Ask for:

  • the portfolio or account snapshot, including approximate weights or position sizes
  • whether the snapshot is the full portfolio, one account, or only the active risk sleeve
  • any planned new add or reduction
  • upcoming catalysts the user already knows about
  • whether the focus is tactical trading capital, swing capital, or longer-term investing capital

Helpful but optional:

  • sector, theme, or factor tags
  • current regime view or macro concern
  • which positions are already under pressure or near key catalysts
  • any known liquidity or execution constraints

Use the user's materials first.

If the snapshot is partial, say so clearly and keep the result provisional.

Workflow routing

Use the smallest useful chain:

  1. Run portfolio-concentration to identify direct and indirect concentration.
  2. If catalyst clustering matters, run catalyst-map.
  3. If broad market context matters, run market-regime-analysis.
  4. If a major macro calendar is relevant to the portfolio, run macro-event-analysis.
  5. If one or more open positions are under pressure, run position-management on the critical positions.
  6. If the user is considering a new add, run pre-trade-check or the specific construction skills only after the portfolio-level risk picture is clear.

Read the full file on GitHub · 127 lines

Files

What ships with it

1 file 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.

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. 13d ago First seen · 127 lines · 43 tokens per session scan A 20196f369cf3

Subscribe to this mod's changes

portfolio-risk-review is a skill published in the GitHub repository marian2js/trading-skills (11 stars, last pushed 6mo ago), licensed MIT. It adds 43 tokens to every session and 952 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.

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