stock-portfolio
Skill9 starsChanged 6 months agoMITView on GitHub
Portfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health.
4 other projects use a version of this.
Adopted by
Most recently taken up by
- AISA-skills/financial-data-skillstheir own version, first seen Nov 1, 2026
- baofeng-tech/agent-skills-sotheir own version, first seen Apr 28, 2026
- erhwenkuo/stock_skillstheir own version, first seen Apr 21, 2026
- okikusan-public/stock_skillstheir own version, first seen Apr 17, 2026
Other versions4 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 4
- okikusan-public/stock_skills★ 134same name
- AISA-skills/financial-data-skills★ 4same name
- erhwenkuo/stock_skills★ 3same name
- baofeng-tech/agent-skills-so★ 0same 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 repository16 other files it gives its agents.
- etf-compareSkill
- etf-portfolioSkill
- etf-screenSkill
- etf-sectorSkill
- stock-analystSkill
- stock-balance-sheetSkill
- stock-earningsSkill
- stock-filingSkill
- stock-managementSkill
- stock-moatSkill
- stock-monitorSkill
- stock-red-flagsSkill
- stock-screenSkill
- stock-sectorSkill
- stock-thesisSkill
- stock-valuationSkill
The file
We split this skill into the rules it gives an agent
1 rule. About 0 are common, 1 is distinctive, and 0 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈1
Distinctive · estimate
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 6
Run a portfolio-level risk analysis:
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Run a portfolio-level risk analysis:
- CONCENTRATION — sector exposure, geographic exposure, market cap skew
- FACTOR EXPOSURE — am I long value, growth, momentum, quality? What's my net factor bet?
- CORRELATION — which positions move together? Where am I doubling up on the same thesis?
- MACRO SENSITIVITY — how does this portfolio perform if: rates +100bps / rates -100bps / recession / dollar +10%?
- LIQUIDITY — which positions could I exit in 1 day at <1% market impact?
- BLIND SPOTS — what risk am I not seeing? What would hurt all of these at once?
Output: a heat map of risks and 2–3 rebalancing recommendations.
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.