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portfolio-risk

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Assess portfolio risk and guide decisions.

Finance & Accounting#portfolio#stress-testing#risk#volatility#drawdown#var
AuthorZhiruiFeng
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Analyzes portfolio risk across VaR, volatility, drawdown, concentration, and correlations to support informed risk decisions.

Core Features & Use Cases

  • VaR and downside risk assessment: quantified risk exposure for capital planning
  • Concentration & diversification: identify overexposed holdings and sector risk
  • Stress testing & scenario analysis: quantify portfolio impact under historical and hypothetical events
  • Use Case: a fund manager evaluates a 50-holding portfolio to pinpoint main risk drivers and generate mitigations

Quick Start

Provide a portfolio holdings table and historical returns, and ask for a risk assessment.

Dependency Matrix

Required Modules

None required

Components

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: portfolio-risk
Download link: https://github.com/ZhiruiFeng/LocalAgentCrew/archive/main.zip#portfolio-risk

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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