Skill

Portfolio Review

Reviews investment portfolio performance metrics, asset allocation, risk, and holdings; provides rebalancing recommendations, optimization actions, and standardized bullish/bearish signals.

developer-tools

npx claudepluginhub yennanliu/investskill --plugin us-stock-analysis

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This skill uses the workspace's default tool permissions.

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Comprehensive portfolio analysis and optimization recommendations.

SKILL.md

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Parent Repo Stars36

Parent Repo Forks16

Last CommitFeb 24, 2026

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Portfolio Review

Comprehensive portfolio analysis and optimization recommendations.

Portfolio Analysis

Performance Metrics
- Absolute returns (YTD, 1Y, 3Y, 5Y)
- Risk-adjusted returns (Sharpe ratio, Sortino ratio)
- Alpha and beta vs. benchmarks
- Maximum drawdown analysis
- Volatility metrics
Asset Allocation
- Current allocation breakdown
- Asset class exposure (stocks, bonds, cash, alternatives)
- Geographic diversification
- Sector and industry weightings
- Market cap distribution
Risk Assessment
- Portfolio volatility
- Correlation analysis
- Concentration risk
- Factor exposures (value, growth, momentum, quality)
- Downside protection analysis
Holdings Review
- Individual position performance
- Position sizing appropriateness
- Overlap and redundancy
- Tax efficiency considerations
- Cost analysis (expense ratios, trading costs)

Optimization Recommendations

Rebalancing Needs
- Deviation from target allocation
- Rebalancing opportunities
- Tax-loss harvesting potential
- Trim/add recommendations
Diversification Improvements
- Concentration risk mitigation
- Correlation reduction opportunities
- Geographic/sector gaps
- Alternative asset considerations
Performance Enhancement
- Underperforming position evaluation
- Upgrade candidates
- New opportunity identification
- Cost reduction opportunities

Output

Deliver comprehensive portfolio review with:

Executive summary of current state
Performance analysis vs. benchmarks
Risk profile assessment
Asset allocation recommendations
Specific rebalancing actions
Position-level recommendations (hold/trim/sell/add)
Expected impact of changes
Implementation roadmap with priorities

Focus on actionable insights aligned with investment objectives and risk tolerance.

Standard Signal Output

All analysis concludes with this standardized block:

╔══════════════════════════════════════════════╗
║              INVESTMENT SIGNAL               ║
╠══════════════════════════════════════════════╣
║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
║ Confidence:  HIGH / MEDIUM / LOW             ║
║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
║ Score:       X.X / 10                        ║
╠══════════════════════════════════════════════╣
║ Action:      BUY / HOLD / SELL               ║
║ Conviction:  STRONG / MODERATE / WEAK        ║
╚══════════════════════════════════════════════╝