investing
CommunityManage portfolios and analyze investments.
Finance & Accounting#risk management#portfolio management#investing#rebalancing#equity research#tax loss harvesting
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines personal portfolio management and investment analysis, ensuring risk constraints are met and providing data-driven insights for investment decisions.
Core Features & Use Cases
- Portfolio Risk Management: Monitor and manage Expected Shortfall (ES), Value at Risk (VaR), and drawdowns against critical constraints.
- Investment Analysis & Optimization: Conduct equity research, valuation, and portfolio rebalancing with tax efficiency.
- Use Case: You need to rebalance your investment portfolio. This Skill will analyze current holdings, propose an optimized allocation that respects your risk tolerance (ES < 2.5%), identify tax-loss harvesting opportunities, and generate a tax-efficient trade list.
Quick Start
Use the investing skill to check the current portfolio risk metrics and identify any positions exceeding 10% of the portfolio value.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 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: investing Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#investing Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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