portfolio-audit
Skill0 starsChanged 3 months agoMITView on GitHub
Analyzes an exported portfolio CSV for concentration risk, asset-type allocation drift, and gain/loss. Reads a file you exported yourself (no login, no network, fully offline and deterministic) and warns when any single position or asset class exceeds your stated limits. Covers stocks, crypto, ETFs, and any asset type you label.
4 other projects use a version of this.
Adopted by
Most recently taken up by
- imMamdouhaboammar/portfolio-interviewtheir own version, first seen Sep 24, 2026
- nolte/claude-sharedtheir own version, first seen Aug 28, 2026
- ssurmic/claude-investment-skillstheir own version, first seen Jun 11, 2026
- atifmanzoorali/portfolio-audit-skilltheir own version, first seen Jun 4, 2026
Other versions4 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 4
- imMamdouhaboammar/portfolio-interview★ 2same name
- ssurmic/claude-investment-skills★ 1same name
- atifmanzoorali/portfolio-audit-skill★ 0same name
- nolte/claude-shared★ 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 repository69 other files it gives its agents.
- AGENTS.mdAGENTS.md
- skills/AGENTS.mdAGENTS.md
- skills/ultimate-browsing/engine/AGENTS.mdAGENTS.md
- 3d-designSkill
- algorithmic-artSkill
- api-testerSkill
- apple-suiteSkill
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- astra-initSkill
- blindspotSkill
- changelog-genSkill
- claim-auditSkill
- code-reviewSkill
- comment-checkerSkill
- context-budgetSkill
- cron-auditSkill
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- repo-auditSkill
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- session-finderSkill
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- skill-auditSkill
- skill-creatorSkill
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- social-researchSkill
- subscription-auditSkill
- sys-healthSkill
- The first 60 shown.
The file
Files
Portfolio Audit
A brokerage export tells you what you own. This tells you whether one position or one asset class is quietly too big.
Commands
python3 scripts/portfolio_audit.py portfolio.csv
python3 scripts/portfolio_audit.py portfolio.csv --json
python3 scripts/portfolio_audit.py portfolio.csv --max-position 0.20 \
--max-type crypto=0.10CSV format
Header, any order, case-insensitive:
symbol,type,quantity,cost_basis,current_price
AAPL,stock,100,150.0,300.0
BTC,crypto,0.5,20000,60000type is freeform (stock, crypto, etf, cash...). cost_basis and
current_price are per-unit.
Semantics
| Check | Default | Gate |
| Single position weight | --max-position 0.25 | exit 1 when any position exceeds |
| Asset type weight | --max-type type=weight | exit 1 when the type exceeds |
| Gain/loss | informational | always reported |
Warnings name the symbol and the actual weight. A clean portfolio (no concentration, no drift) exits 0.
Pairs with
subscription-audit (the other personal-finance CSV tool — recurring charges
vs asset allocation).
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