portfolio-analysis

portfolio-analysis is a skill for Claude Code, Codex from microsoft/aibast-agents-library. It costs 19 tokens per session (202 once invoked), scanned A, original, MIT.

A review skill for comparing a portfolio’s current investments with its target allocation and finding breaches of permitted drift limits. It uses fictional pilot records rather than live financial accounts.

In plain words
What is it for?
Use it to identify which fictional portfolio is outside its limits and where the largest allocation gap is. It also clarifies that no trade, account change, or other external action occurred.
Why use it?
It helps separate recorded evidence from calculations and proposed next steps, while keeping a human review in control of any decision.

Skill for Claude CodeCodex ✓ vendor

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

Good fit Use it to identify which fictional portfolio is outside its limits and where the largest allocation gap is. It also clarifies that no trade, account change, or other external action occurred.

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Install with agentmods
npx agentmods add skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01
About the project

AIBAST Agents Library is a collection of industry-focused AI agent templates accompanied by a local server that connects agents to GitHub Copilot for language-model inference. It helps developers create and run tool-using agents and isolated project environments, with an optional cloud-backed path for persistent memory. The catalogue entries provide the repository's agents, skills, commands, hooks, and instructions.

microsoft/aibast-agents-library · 7 stars · on GitHub

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 microsoft/aibast-agents-library --skill aibast_portfolio-analysis_01
Clone the repo
git clone --depth 1 https://github.com/microsoft/aibast-agents-library

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-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01/github.svg)](https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01)
Your own site
<a href="https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01"><img src="https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01/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-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01"><img src="https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_portfolio-analysis_01.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 19 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 202 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 $0.00019 $0.00202
Opus 5 $0.00010 $0.00101
Sonnet 5 $0.00004 $0.00040
Haiku 4.5 $0.00002 $0.00020

Measured 6d ago against content hash 9c0f20bb40cc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

portfolio-analysis 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 6d 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.

solutions/portfolio-rebalancing/manual/skills/aibast_portfolio-analysis_01/SKILL.md · 26 lines

What it actually says

Portfolio drift analysis

Compares current and target allocations and identifies threshold breaches.

Procedure

  1. Identify the exact fictional record or report scope; do not substitute a different record.
  2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
  3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
  4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
  5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
  6. Name the authorized human review required before action.

Locked example

Persona: Portfolio Manager

Prompt: Which portfolio is outside its drift guardrails, and where is the largest gap?

Expected synthetic evidence: PORT-5001, VTI.

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. 6d ago First seen · 26 lines · 19 tokens per session scan A 9c0f20bb40cc

Subscribe to this mod's changes

portfolio-analysis is a skill published in the GitHub repository microsoft/aibast-agents-library (7 stars, last pushed yesterday), licensed MIT. It adds 19 tokens to every session and 202 once invoked, about $0.0001 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 2026-09-03.

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