practitioner-heuristics
CommunityRefine portfolio risk with expert judgment.
Finance & Accounting#heuristics#quantitative analysis#risk management#investment strategy#qualitative analysis#portfolio review
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill enhances quantitative risk assessments by applying qualitative, practitioner-driven heuristics to portfolio reviews, ensuring a more robust and nuanced understanding of investment risk beyond pure numbers.
Core Features & Use Cases
- Hard Gate Enforcement: Implements critical thresholds for illiquidity, employer concentration, and risk metrics to prevent excessive risk-taking.
- Advisory Layers: Provides context on ruin scenarios, barbell posture, regime exposure, market temperature, and concentrated position valuations to guide investment strategy.
- Use Case: After a quantitative risk check flags a portfolio, this Skill applies a second layer of expert judgment to identify potential hidden risks or confirm the quantitative assessment, guiding corrective actions.
Quick Start
Apply practitioner heuristics to the current portfolio review, focusing on the ruin scenario and barbell posture.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: practitioner-heuristics Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#practitioner-heuristics Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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