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concentration-monitor

Monitor portfolio concentration across sectors, factors, geography, asset class, and manager overlap.

Updated Apr 24, 2026
Search Tags:#monitoring#analytics#portfolio#concentration#thresholds#exposures
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill concentration-monitor
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: concentration-monitor
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/concentration-monitor
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill concentration-monitor

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Portfolio concentration risk across sectors, factors, geographies, asset classes, and manager overlap can obscure risk if not monitored. This skill scans multi-dimensional exposures and flags breaches and near-misses against the family's thresholds.

Core Features & Use Cases

  • Monitors asset-class, sector, geography, factor, and manager overlap exposures against the family's concentration limits.
  • Surfaces hard breaches, near-breaches, and notable patterns to support periodic reviews or opportunistic evaluations.
  • Integrates with the family's philosophy, rules, overlays, and portfolio data to produce actionable risk insights without executing changes.

Quick Start

Ask concentration-monitor to run a concentration check against the current portfolio using the family's configured limits.

Frequently Asked Questions about concentration-monitor

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I check portfolio concentration risk against family thresholds?▼

You evaluate portfolio concentration by scanning multi-dimensional exposures across sectors, factors, geographies, asset classes, and manager overlap against configured family limits to surface hard breaches and near-misses.

What is portfolio concentration monitoring and why is it needed?▼

Portfolio concentration monitoring assesses multi-dimensional exposures across sectors, factors, geographies, and managers to prevent obscured risks. It is needed to flag hard breaches and near-misses against established family thresholds during periodic reviews.

Can I evaluate new opportunities for concentration breaches before adding them to a portfolio?▼

Yes, you can evaluate new opportunities by applying the concentration check as an opportunistic evaluation. The monitor references family rules, philosophy, and position data to return a structured report showing how exposures would change.

Does portfolio concentration monitoring alter my underlying position data?▼

No, portfolio concentration monitoring does not alter underlying position data. It reads family rules, overlays, philosophy, and portfolio positions to produce a structured concentration report without executing any changes.

What dimensions of exposure are analyzed in a portfolio concentration check?▼

A portfolio concentration check analyzes exposures across five dimensions: asset class, sector, geography, factor, and manager overlap. It surfaces notable patterns and near-breaches to support periodic portfolio reviews.

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