What problem does it solve? Investors often research individual stocks but neglect portfolio-level decisions like position sizing, correlation risk, and opportunity cost. This Skill performs a structured portfolio review covering concentration analysis, hidden correlation detection, stress testing, and concrete rebalancing recommendations. ## Core Features & Use Cases - Position Health Check: Evaluates each holding's valuation, thesis integrity, and whether you would still buy it at today's price. - Portfolio-Level Analysis: Measures concentration limits, identifies hidden correlations (same sector, country, or theme exposure), ranks holdings by expected return, and runs stress tests for scenarios like recession or rate spikes. - Actionable Rebalancing Plan: Outputs specific add/reduce/exit recommendations with target allocations, plus SVG charts of holdings and expected-return rankings. - Use Case: You hold Tencent 30%, Meituan 20%, Moutai 20%, Nvidia 15%, and 15% cash. The Skill fetches current valuations, flags that 50% of the portfolio is exposed to Chinese consumer risk, ranks holdings by expected annual return, and suggests trimming the weakest position. ## Quick Start Ask the agent to review my portfolio with holdings Tencent 30%, Meituan 20%, Moutai 20%, Nvidia 15%, and 15% cash.
