risk-tolerance-alignment
CommunityAlign portfolios with client risk.
Finance & Accounting#compliance#financial planning#suitability#Reg BI#risk tolerance#portfolio alignment
AuthorGoldenZero
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill ensures that client investment portfolios are appropriately aligned with their stated risk tolerance, capacity, and financial objectives, adhering to regulatory standards like Reg BI.
Core Features & Use Cases
- Suitability Assessment: Evaluates if a client's portfolio matches their willingness and ability to take risks.
- Reg BI Compliance: Documents the best interest determination process and identifies potential conflicts of interest.
- Remediation: Provides clear next steps to correct any identified misalignments.
- Use Case: When onboarding a new client, use this Skill to verify that the proposed investment strategy aligns with their risk questionnaire and financial goals before any assets are invested.
Quick Start
Analyze the attached client profile and portfolio holdings to determine risk tolerance alignment.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferencesassets
💻 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-tolerance-alignment Download link: https://github.com/GoldenZero/skills/archive/main.zip#risk-tolerance-alignment Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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