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 yennanliu/InvestSkill --skill portfolio-reviewgit clone --depth 1 https://github.com/yennanliu/InvestSkillWrote 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/yennanliu/investskill/portfolio-review)<a href="https://agentmods.dev/skills/yennanliu/investskill/portfolio-review"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/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.
<a href="https://agentmods.dev/skills/yennanliu/investskill/portfolio-review"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/portfolio-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00008 | $0.04492 |
| Opus 5 | $0.00004 | $0.02246 |
| Sonnet 5 | $0.00002 | $0.00898 |
| Haiku 4.5 | $0.00001 | $0.00449 |
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.
How it starts
The opening of the file, as written. The whole thing — 424 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Review
Comprehensive portfolio analysis and optimization recommendations.
Phase 1 — Portfolio Snapshot
Start with a high-level summary before diving into details:
- Total portfolio value and cash position
- Number of holdings and average position size
- Date range of analysis
- Investor profile: risk tolerance (conservative / moderate / aggressive), time horizon, income vs. growth objective
Phase 2 — Performance Analysis
-
Absolute Returns
- YTD, 1Y, 3Y, 5Y total return
- Compare against relevant benchmarks (S&P 500, Russell 2000, custom blended benchmark)
- Annualized return vs. benchmark — outperformance or underperformance in basis points
-
Risk-Adjusted Returns
- Sharpe ratio (excess return per unit of total risk)
- Sortino ratio (penalizes only downside volatility)
- Calmar ratio (annualized return / max drawdown)
- Information ratio vs. benchmark
-
Drawdown Analysis
- Maximum drawdown: peak-to-trough magnitude and duration
- Recovery period after each significant drawdown
- Drawdown frequency over the analysis window
- Compare portfolio drawdown vs. benchmark during market stress periods
-
Volatility Metrics
- Annualized standard deviation of returns
- Beta vs. S&P 500 (market sensitivity)
- Tracking error vs. benchmark
- Upside capture / downside capture ratios
Phase 3 — Asset Allocation Review
-
Current Allocation Breakdown
- Asset class weights: equities, fixed income, cash, REITs, commodities, alternatives
- Equity sub-breakdown: US large cap, US small/mid cap, international developed, emerging markets
- Compare current weights to target/policy weights — flag deviations > 5%
-
Geographic Diversification
- US vs. international exposure (%)
- Country concentration risk — any single country > 20%?
- Currency exposure and hedging status
-
Sector and Industry Weights
- GICS sector breakdown vs. S&P 500 sector weights
- Overweight / underweight sectors and the investment thesis behind each
- Cyclical vs. defensive balance relative to current macro environment
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.
- 11d ago First seen · 424 lines · 8 tokens per session scan A 3d999fd73376
portfolio-review is a skill published in the GitHub repository yennanliu/InvestSkill (206 stars, last pushed yesterday), licensed MIT. It adds 8 tokens to every session and 4,492 once invoked, about $0.0000 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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ui-design
Design-quality reference for financial-research visual output: typography, color, composition, and avoiding generic AI aesthetics.
onboarding
First-time user onboarding to set up investment profile, watchlists, portfolio, and preferences.
user-profile
Manage user profile including watchlists, portfolio, and preferences.