portfolio

Convert risk-approved opportunities into concrete trade proposals with allocation-aware sizing.

Updated Mar 3, 2026
One-click install
npx skills add https://github.com/0xb11a/crypto-claw --skill portfolio-0xb11a
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/0xb11a/crypto-claw/tree/main/agents/research/skills/portfolio
Command: npx skills add https://github.com/0xb11a/crypto-claw --skill portfolio-0xb11a

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates portfolio management by converting risk-approved opportunities into concrete trade proposals, enabling faster, rule-driven decision making.

Core Features & Use Cases

  • Automatic risk-based trade proposals across chains and tiers
  • Allocation-aware sizing and dynamic rebalance recommendations
  • Human-in-the-loop approval workflow with regime-aware risk controls

Quick Start

Initiate a full portfolio rebalance by evaluating current allocations against targets and applying regime-aware rules

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I automate portfolio rebalancing with risk guardrails?

To automate portfolio rebalancing, you initiate a full review that evaluates current allocations against targets. The system then applies regime-aware risk controls to generate concrete, allocation-aware trade proposals.

What is a human-in-the-loop approval workflow for trade proposals?

A human-in-the-loop approval workflow for trade proposals requires user confirmation before executing recommended moves. This ensures rule-driven decision making while maintaining oversight of risk-based allocation changes across chains and tiers.

Can I use allocation targets to generate trade proposals across multiple chains?

Yes, you can use allocation targets to generate trade proposals across multiple chains and tiers. The system loads configuration files to size trades dynamically and format them for approval based on your target allocations.

How do I convert risk signals into concrete portfolio moves?

Converting risk signals into concrete portfolio moves happens after risk approval or during scheduled rebalance checks. The system formats approved opportunities into specific trade proposals with allocation-aware sizing and market regime awareness.

Does portfolio rebalancing work with scheduled checks and market regime awareness?

Yes, portfolio rebalancing works with scheduled checks and market regime awareness. The system applies regime-aware risk controls during automatic rebalance evaluations to ensure trade proposals align with current market conditions.

What are the limitations of automating trade proposals with risk controls?

Automating trade proposals with risk controls requires prior risk approval before generating moves. The system depends on accurate config loading and allocation targets, and operates within the constraints of human-approval workflows and regime-aware guardrails.