Audit portfolio risk and optimize holdings
portfolio-auditskillsetup L2★2
ssurmic/claude-investment-skills ↗What it does
Audit portfolio concentration and risk
Best for
Fund managers auditing multi-position books for concentration and stress-test exposure in minutes.
Inputs
- · Portfolio data (tickers, qty, prices)
- · Screenshot image
- · Stock ticker, price level or %
- · Current portfolio positions
Outputs
- · Risk audit report with trim list and hedge recommendations
- · Fund-manager review with technicals and trim/hedge list
- · 11-step quality pipeline execution with approval gates
- · Sector heatmap with rotation pair recommendations
Requires
- · SEC EDGAR API
Preconditions
Live market data access (yfinance or broker API); SEC EDGAR feed access
Failure modes
Depends on external service availability
Trust signals
- · Unit tests and test fixtures provided
- · GitHub Actions or CI/CD integration