Analyze portfolio risk for stocks, ETFs, and crypto to optimize asset allocation.
npx skills add https://github.com/grasberg/sofia --skill investment-analyst
Please help me install this Agent Skill. Skill: investment-analyst Source: https://github.com/grasberg/sofia/tree/main/workspace/skills/investment-analyst Command: npx skills add https://github.com/grasberg/sofia --skill investment-analyst
Investors need risk-aware analysis to ensure capital preservation while pursuing growth across equities, crypto, and other asset classes. This analysis helps structure decisions by focusing on risk management rather than chasing returns, aligning with diversification principles and explicit assumptions.
Provide a risk-aware portfolio analysis using the user's inputs.
High-intent search queries and answers about installing and using this skill.
Portfolio stress-testing evaluates asset allocation by computing max drawdown and risk-adjusted returns against historical scenarios. It applies fundamental and on-chain metrics to identify concentration risk and produce actionable allocations for capital preservation.
Yes, portfolio risk assessment supports stocks, ETFs, and crypto. It evaluates assets using fundamental metrics for equities and on-chain data for digital assets to compute risk-adjusted returns and design allocations matched to your risk tolerance.
Risk-adjusted performance is calculated using measures like Sharpe and Sortino ratios alongside max drawdown. This analysis benchmarks portfolios against explicit assumptions and risk tolerances to produce optimized asset allocations and rebalancing signals.
Tax-loss harvesting opportunities and rebalancing signals are identified by analyzing current versus target portfolio allocations. This optimizes after-tax results by applying risk management principles, fundamental metrics, and benchmark comparisons.
Yes, portfolio analysis incorporates on-chain data to evaluate crypto assets. It combines on-chain metrics with fundamental analysis to assess geographic diversification, concentration risk, and overall asset allocation across different risk tolerances.
Risk-aware portfolio analysis is essential for capital preservation and disciplined decision-making. Use it when you need explicit assumptions, stress tests, and risk-adjusted performance measures to align diversification with specific time horizons and financial goals.
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