sector-rotation

sector-rotation is a skill for Claude Code from Sundeepg98/kite-mcp-server. It costs 100 tokens per session (1,362 once invoked), scanned A, original, from a forked repository, MIT.

A portfolio review skill for comparing an Indian stock portfolio with NIFTY market benchmarks. It examines sector weights, concentration, and recent buying or selling by foreign and domestic institutions.

In plain words
What is it for?
Use it to review sector exposure, compare holdings with NIFTY sectors, inspect portfolio concentration, and relate recent FII/DII flows to the portfolio.
Why use it?
It turns a list of holdings into a view of sector overexposure, underexposure, concentration risk, and market-flow context.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the kite plugin — 8 skills, 3 MCP servers shipped together

Good fit Use it to review sector exposure, compare holdings with NIFTY sectors, inspect portfolio concentration, and relate recent FII/DII flows to the portfolio.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/sundeepg98/kite-mcp-server/sector-rotation
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 Sundeepg98/kite-mcp-server --skill sector-rotation
Clone the repo
git clone --depth 1 https://github.com/Sundeepg98/kite-mcp-server

Made for: Claude Code.

Or install kite, the plugin that ships this one along with the rest of its 8 skills, 3 MCP servers.

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 sector-rotation

README.md
[![agentmods](https://agentmods.dev/badge/skills/sundeepg98/kite-mcp-server/sector-rotation/github.svg)](https://agentmods.dev/skills/sundeepg98/kite-mcp-server/sector-rotation)
Your own site
<a href="https://agentmods.dev/skills/sundeepg98/kite-mcp-server/sector-rotation"><img src="https://agentmods.dev/badge/skills/sundeepg98/kite-mcp-server/sector-rotation/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 sector-rotation

Your own site · 80×15
<a href="https://agentmods.dev/skills/sundeepg98/kite-mcp-server/sector-rotation"><img src="https://agentmods.dev/badge/skills/sundeepg98/kite-mcp-server/sector-rotation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 100 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,362 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 fork From a forked repository.
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 $0.00100 $0.01362
Opus 5 $0.00050 $0.00681
Sonnet 5 $0.00020 $0.00272
Haiku 4.5 $0.00010 $0.00136

Measured 10d ago against content hash 73d2289099e6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

sector-rotation 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.

skills/sector-rotation/SKILL.md · 103 lines

How it starts

The opening of the file, as written. The whole thing — 103 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Sector Rotation & Exposure Review

Indian markets have strong sector-level correlation (IT moves together on USD-INR, banks move together on RBI policy, etc.). This skill surfaces the user's sector-level picture so they decide rotation moves with facts instead of vibes.

1. Pull the data

  1. Call sector_exposure — server maps the user's holdings across 150+ NSE stocks into 20+ sectors (IT, Banking, Auto, Pharma, FMCG, Energy, Metals, Realty, Capital Goods, etc.) and returns weight per sector + HHI.
  2. Call portfolio_summary — total invested, current value, day P&L per sector.
  3. Call portfolio_concentration — HHI, top-5 weights, single-stock max.
  4. Call get_fii_dii_flow — yesterday's net institutional buying/selling (often sector-tagged in the response).
  5. Optionally call get_ltp on sector indices (NSE:NIFTY IT, NSE:NIFTY BANK, NSE:NIFTY AUTO, NSE:NIFTY PHARMA, NSE:NIFTY FMCG, NSE:NIFTY ENERGY, NSE:NIFTY METAL, NSE:NIFTY REALTY) for today's sector-level direction.

2. Format the exposure report

## Sector Exposure — <Date>

### Your Sector Mix (by value)
| Sector | Weight | Value | Day % | Top Holding |
|---|---|---|---|---|
| IT | <pct>% | <amt> | <pct>% | <symbol> |
| Banking | ... | ... | ... | ... |

### Concentration Signals
- HHI: <value> (0=fully diversified, 10000=single stock)
- Top-5 stocks: <pct>% of portfolio
- Single-stock max: <symbol> at <pct>%

### Benchmark Context
- Your IT weight vs NIFTY 50 IT weight: <user pct> vs <~13% benchmark> → overweight | underweight
- Your Banking weight vs NIFTY 50 Banking weight: <user pct> vs <~34% benchmark> → ...
(Note: benchmark weights rebalance quarterly — use them as orientation, not a target.)

### FII/DII Flow (yesterday)
- FII net: <buy | sell> <amt>, heaviest in <sector>
- DII net: <buy | sell> <amt>, heaviest in <sector>

### Today's Sector Indices
- NIFTY IT: <price> (<change>%)
- NIFTY BANK: ...
- NIFTY AUTO: ...

### Observations (factual only)
- You're <overweight|underweight> <sector> by <pct>% vs benchmark.
- Your heaviest single exposure is <symbol> at <pct>% — single-stock risk.
- FII net <direction> in <sector> does not automatically imply a move; note and move on.

Read the full file on GitHub · 103 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. 10d ago First seen · 103 lines · 100 tokens per session scan A 73d2289099e6

Subscribe to this mod's changes

sector-rotation is a skill published in the GitHub repository Sundeepg98/kite-mcp-server (0 stars, last pushed 2mo ago), licensed MIT. It adds 100 tokens to every session and 1,362 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It comes from a forked repository.