concentration-monitor
OfficialSpot concentration risks in your portfolio.
Authorintelligent-alpha
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
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: concentration-monitor Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#concentration-monitor Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.