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.
npx skills add ntaffzii/Skill-Agents --skill portfolio-managergit clone --depth 1 https://github.com/ntaffzii/Skill-AgentsWrote 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.
[](https://agentmods.dev/skills/ntaffzii/skill-agents/portfolio-manager)<a href="https://agentmods.dev/skills/ntaffzii/skill-agents/portfolio-manager"><img src="https://agentmods.dev/badge/skills/ntaffzii/skill-agents/portfolio-manager/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.
<a href="https://agentmods.dev/skills/ntaffzii/skill-agents/portfolio-manager"><img src="https://agentmods.dev/badge/skills/ntaffzii/skill-agents/portfolio-manager.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00078 | $0.00924 |
| Opus 5 | $0.00039 | $0.00462 |
| Sonnet 5 | $0.00016 | $0.00185 |
| Haiku 4.5 | $0.00008 | $0.00092 |
Grade A, and why
portfolio-manager 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 10d 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.
How it starts
The opening of the file, as written. The whole thing — 53 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Manager
Overview
A long-term core portfolio (dividend stocks, ETFs) doesn't need daily attention, but it does drift — position sizes grow unevenly, sector concentration creeps up, a dividend gets cut without anyone noticing. This skill is a structured periodic review checklist, not an execution engine — it turns "check on my portfolio" into a repeatable set of questions instead of an ad hoc glance.
Not financial advice. This is a review framework and a set of questions to ask; it does not recommend specific buy/sell/rebalance actions.
When to use
- ทำ portfolio review รายสัปดาห์/รายเดือน สำหรับพอร์ตระยะยาว (dividend/ETF core)
- ตรวจสอบว่ามีหุ้นตัวไหนมีสัดส่วนเกิน concentration limit ที่ตั้งไว้
- Checking whether a rebalance trigger has been crossed
- Reviewing recent dividend-related news (cuts, suspensions) for holdings
When NOT to use
- The task is a swing-trade candidate screen or entry timing — that's dividend-value-screener or a momentum screener, not a periodic core-portfolio review
- The user wants a live, real-time portfolio value — this skill structures periodic review, it doesn't fetch prices
Core knowledge
Concentration check: flag any single position or sector exceeding the user's own stated limit (common starting points discussed in portfolio-construction literature: 5-10% max per single stock position, 20-25% max per sector — these are illustrative anchors, not rules this skill asserts as correct; the user's actual limit should come from their own plan).
Rebalance triggers: two common approaches — calendar-based (review every N months regardless of drift) and threshold-based (rebalance when an allocation drifts more than X percentage points from target). Ask which approach the user's plan uses rather than assuming one.
Dividend-specific checks (for income-focused holdings):
- Any dividend cut, suspension, or unusually large special dividend since last review?
- Has the payout ratio (dividend / earnings) moved to a level the user would consider unsustainable?
- Has the position's yield changed mainly because the price moved, or because the dividend itself changed? (These have very different implications — a rising yield from a falling price is a different situation than a rising yield from a dividend increase.)
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.
- 10d ago First seen · 53 lines · 78 tokens per session scan A b582c1c2ce3f
portfolio-manager is a skill published in the GitHub repository ntaffzii/Skill-Agents (4 stars, last pushed yesterday), licensed MIT. It adds 78 tokens to every session and 924 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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