portfolio-risk
Skill47 starsChanged 4 months agoMITView on GitHub
Analyze portfolio risk — technical indicators, sentiment shifts, insider alerts, ESG scores, and volatility metrics. Use when the user asks about portfolio risk, wants to assess holdings, or needs risk/reward analysis.
3 other projects use a version of this.
Adopted by
Most recently taken up by
- awslabs/agentcore-samplestheir own version, first seen Oct 13, 2026
- awslabs/amazon-bedrock-agentcore-samplestheir own version, first seen Oct 8, 2026
- qunyou-agent/finance-skillstheir own version, first seen Jul 6, 2026
Other versions3 projects use a version of this.
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Wrote their own version · 3
- awslabs/amazon-bedrock-agentcore-samples★ 3.5ksame name
- awslabs/agentcore-samples★ 3.5ksame name
- qunyou-agent/finance-skills★ 4same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository13 other files it gives its agents.
- CLAUDE.mdCLAUDE.md
- company-briefSkill
- earnings-monitorSkill
- eodhd-analyzeSkill
- eodhd-apiSkill
- eodhd-compareSkill
- eodhd-macroSkill
- eodhd-marketSkill
- eodhd-screenSkill
- macro-dashboardSkill
- market-overviewSkill
- options-analyzerSkill
- stock-screenerSkill
The file
Files
Skill: portfolio-risk
Purpose
Perform multi-dimensional risk analysis on a portfolio or individual holdings using EODHD data — combining technical indicators, sentiment analysis, insider activity signals, and fundamental risk metrics.
Trigger
Activate when the user asks for:
- Portfolio risk analysis or assessment
- Risk/reward evaluation of holdings
- Volatility analysis or drawdown risk
- Insider selling alerts for portfolio positions
- Sentiment shifts or deterioration for holdings
- Concentration risk or sector exposure analysis
Workflow
- Get portfolio — confirm ticker list and optional weights
- Fetch price history —
eodfor each holding (6-12 months) - Calculate risk metrics — returns, volatility, max drawdown, correlation
- Fetch technicals —
technicalfor RSI, Bollinger Bands, ATR per holding - Fetch sentiment —
sentimentfor each holding (recent trend) - Fetch insider activity —
insider-transactionsfor each holding - Fetch fundamentals —
fundamentalsfor debt ratios, beta, sector allocation - Compile risk report
Output Structure
Portfolio Risk Analysis — [Date]
Portfolio Composition
| Ticker | Weight | Sector | Market Cap |
Risk Metrics
| Metric | Portfolio | Benchmark (S&P) |
| Annualized Volatility | — | — |
| Max Drawdown (12M) | — | — |
| Beta | — | — |
| Sharpe Ratio | — | — |
Per-Holding Risk Signals
| Ticker | RSI | Bollinger %B | ATR% | Sentiment | Insider Net |
Risk Alerts
- Overbought/oversold signals (RSI > 70 or < 30)
- Negative sentiment trends
- Significant insider selling
- High concentration in single sector/stock
- Elevated volatility vs historical norms
Sector Exposure
| Sector | Weight | Count |
Recommendations
- Diversification suggestions
- Hedging considerations
- Positions requiring attention
This is not financial advice. Data is for informational purposes only.
Endpoints Used
| Endpoint | Purpose | Cost |
eod | Price history for returns | 1 call/ticker |
technical | RSI, Bollinger, ATR | 5 calls/ticker |
sentiment | Sentiment scores | 5 + 5/ticker |
insider-transactions | Insider activity | 1 call/ticker |
fundamentals | Beta, debt, sector | 10 calls/ticker |
References
../eodhd-api/references/endpoints/technical-indicators.md../eodhd-api/references/endpoints/sentiment-data.md../eodhd-api/references/endpoints/insider-transactions.md../eodhd-api/references/endpoints/fundamentals-data.md../eodhd-api/references/endpoints/historical-stock-prices.md
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