portfolio risk director
Convert messy portfolio data into professional risk maps, stress tests, and concentration audits.
$5
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
Muse
Dots+22 moreClaude CodeCursorCodex CLIMuseDots
OpenClaw
Manus
Grok
Grok Bot+18 agentsportfolio risk director
Example session with this skill installed
Analyze my portfolio risk: 40% VOO, 20% QQQ, 20% AAPL, 10% TLT, 10% BTC. I'm worried about being too heavy in tech and what happens if rates stay high.
- Read your context and instructions
- Compiled the portfolio risk director
I have mapped your portfolio weights to identify hidden overlaps and stress-tested the holdings against a high-interest-rate environment.
Portfolio Risk Map
| Category | Exposure | Findings |
|---|---|---|
| Tech Concentration | ~58% | Significant overlap. AAPL is the top holding in VOO (7%) and QQQ (8.5%), plus your 20% direct stake. |
| Interest Rate Sensitivity | High | QQQ and TLT are both highly sensitive to duration risk and discount rate changes. |
| Equity/Crypto Correlation | Moderate | BTC and QQQ have historically shown high correlation during liquidity crunches. |
| Liquidity | High | All assets are highly liquid, allowing for rapid rebalancing if needed. |
Scenario Stress Table
| Scenario | Impact Est. | Primary Driver |
|---|---|---|
| Rates "Higher for Longer" | Negative | Valuation compression in QQQ and direct AAPL stake; price drop in TLT. |
| Tech Sector Correction | Severe | Direct AAPL holding + QQQ/VOO overlap creates a triple-hit effect. |
| Flight to Quality | Mixed | TLT usually gains, but tech-heavy equities may offset those gains. |
Concentration Findings
Your portfolio has a "hidden" tech concentration. While you hold three different equity instruments (VOO, QQQ, AAPL), your actual economic exposure to Mega-cap Tech exceeds 55%. This reduces the benefit of diversification.
Liquidity & Monitoring
- Liquidity: Excellent. Estimated time to liquidate 100% of holdings is <1 day.
Monitoring: Watch the 10-year Treasury yield. A sustained move above 4.5% significantly increases the risk to your QQQ and TLT positions simultaneously.
Next steps
- Verify if the 58% effective tech exposure aligns with your intended strategy.
- Consider if the high correlation between QQQ and TLT in inflationary environments is acceptable.
- Quantify any other cash or fixed-income holdings not listed here to get a full net-worth view.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Spreadsheets and basic broker summaries often hide true risk. Asset labels lie, and overlapping exposures can create unintended concentration. This skill transforms messy portfolio lists into professional risk maps that highlight where your capital is actually at risk.
What it does
- Exposure mapping breaks down holdings by true underlying asset class and geography to find hidden correlations.
- Concentration analysis identifies overweight positions or sectors that could trigger cascading losses.
- Scenario stress testing models how your specific holdings might react to interest rate spikes, market crashes, or sector-specific shocks.
- Liquidity assessment flags assets that may be difficult to exit during periods of high market volatility.
- Gap detection surfaces missing data points or assumptions that materially affect your risk profile.
How it works
- Input ingestion accepts messy text, weight lists, or asset descriptions without requiring professional terminology.
- Translation layer converts plain-language inputs into a structured professional risk framework.
- Stress modeling applies hypothetical market scenarios to the provided weights and classes.
- Artifact generation delivers an implementation-oriented report focusing on structural risks rather than generic advice.
Frameworks & tools
This tool uses professional portfolio management standards for risk decomposition and scenario analysis. It is designed to work with weights, asset classes, and currency exposures across equities, fixed income, and derivatives.
Why this beats prompting it yourself
Generic prompts often return "diversify more" fluff or hallucinate live prices. This skill enforces strict quality gates, ensuring weights reconcile, leverage is explicit, and overlaps are analyzed beyond simple industry labels.
Use cases
- Analyze a retail brokerage export to find unintended sector concentration.
- Stress test a multi-asset portfolio against a sudden 2% interest rate hike.
- Map currency exposure across international equity holdings to identify FX risk.
- Evaluate the exit liquidity of a portfolio containing private or low-volume assets.
Known limitations
Does not provide personalized financial advice or trade recommendations. Cannot fetch real-time market prices or historical returns. Risk tolerance must be provided by the user.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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- Passed all security checks, Safe to install