concentration
CommunityMonitor portfolio concentration risks.
Authormaminul007
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps manage and enforce limits on how concentrated a portfolio is across various dimensions, preventing excessive risk.
Core Features & Use Cases
- Portfolio Concentration Analysis: Provides detailed breakdowns of single positions, sector allocations, and issuer exposures against predefined limits.
- Risk Monitoring: Identifies areas where the portfolio is nearing or exceeding concentration thresholds, flagging potential risks.
- Use Case: A portfolio manager can use this skill to quickly generate a report showing if any single stock holding exceeds the 10% NAV limit, or if the technology sector exposure is above the 40% NAV limit.
Quick Start
Generate a full concentration report for the portfolio.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: concentration Download link: https://github.com/maminul007/trading-platform/archive/main.zip#concentration Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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