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hvkshetry
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investing

Manage investment portfolios with risk analysis and optimization.

15|7|Updated Aug 6, 2025
Search Tags:#risk management#portfolio management#investing#rebalancing#equity research#tax loss harvesting
One-click install
npx skills add https://github.com/hvkshetry/StewardOS --skill investing
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investing
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/investing
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill investing

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about investing

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate Expected Shortfall and Value at Risk for my investment portfolio?▼

Portfolio risk management calculates Expected Shortfall (ES) and Value at Risk (VaR) to monitor drawdowns. It enforces a strict ES < 2.5% risk constraint to ensure your investment portfolio respects your defined risk tolerance.

What is tax-loss harvesting and how do I apply it during portfolio rebalancing?▼

Tax-loss harvesting identifies positions with losses to offset capital gains during portfolio rebalancing. The process analyzes current holdings, proposes optimized allocations, and generates a tax-efficient trade list to minimize tax liabilities.

How do I optimize my investment portfolio when a single position exceeds 10% of total value?▼

Portfolio optimization analyzes current holdings and proposes an optimized allocation when positions exceed 10% of portfolio value. It rebalances investments while respecting your risk tolerance and identifying tax-loss harvesting opportunities.

Can I conduct equity research and valuation analysis with real-time market data?▼

Equity research and valuation analysis integrate with multiple MCP servers for real-time data. This supports in-depth investment analysis, policy impact analysis, and data-driven insights for investment decisions.

What is the best way to manage portfolio risk constraints and monitor drawdowns?▼

Portfolio risk management monitors Expected Shortfall, Value at Risk, and drawdowns against critical constraints. It enforces a strict ES < 2.5% risk constraint, providing data-driven insights to ensure risk limits are met.

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