risk-adjusted-return-optimizer
CommunityOptimize risk-adjusted returns for A-shares.
Finance & Accounting#optimization#portfolio#risk-adjusted#rebalancing#A-share#china-market#asset-allocation
AuthorGeeksfino
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Helps Chinese investors construct portfolios that maximize risk-adjusted returns (Sharpe ratio) given capital size, risk preference, and investment horizon.
Core Features & Use Cases
- Map risk preference and horizon to strategic asset allocation across equities, fixed income, alternatives, and cash.
- Determine position sizing and diversification rules, including per-position caps and sector/asset concentration limits.
- Produce a structured, decision-ready portfolio report with allocation, holdings, risk metrics, and rebalancing guidance. The model aligns with references/portfolio-framework.md for assumptions and guardrails.
Quick Start
Provide inputs for capital amount, risk preference, investment horizon, and constraints, then request a risk-adjusted portfolio optimization to generate the recommended allocation.
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: risk-adjusted-return-optimizer Download link: https://github.com/Geeksfino/finskills/archive/main.zip#risk-adjusted-return-optimizer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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