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portfolio-allocator

Map CRE holdings to target allocations and compute concentration metrics.

Updated Apr 1, 2026
Search Tags:#portfolio#risk-management#concentration#allocation#rebalancing#vintage#HHI
One-click install
npx skills add https://github.com/chibus0368-pixel/om-analyzer --skill portfolio-allocator-chibus0368-pixel
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-allocator
Source: https://github.com/chibus0368-pixel/om-analyzer/tree/main/skills/portfolio-allocator
Command: npx skills add https://github.com/chibus0368-pixel/om-analyzer --skill portfolio-allocator-chibus0368-pixel

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Automates CRE portfolio allocation and concentration risk analysis by mapping holdings to target weights, exposing gaps, and enabling informed rebalancing decisions.

Core Features & Use Cases

  • Current allocation mapping across property type, geography, risk profile, and vintage.
  • Gap analysis against target allocations and a multi-year rebalancing plan with transaction-cost budgets.
  • Concentration risk analysis including HHI, top tenant and vintage concentration, stress tests, and scenario planning.

Quick Start

Provide a sample CRE portfolio input to generate a multi-year rebalancing plan.

Frequently Asked Questions about portfolio-allocator

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

FAQPage Schema
How do I analyze CRE portfolio concentration risk across property types and geographies?▼

CRE portfolio concentration risk analysis maps current holdings across property type, geography, vintage, and risk profiles. It computes metrics like the HHI to identify top tenant and vintage concentration, enabling informed rebalancing decisions and scenario planning.

What inputs are required to generate a multi-year portfolio rebalancing plan?▼

Generating a multi-year rebalancing plan requires portfolio properties data including Gross Asset Value (GAV) and Net Operating Income (NOI). Optional target allocations can be provided to perform gap analysis and generate a transaction-cost budget plan.

How does gap analysis work for commercial real estate allocation targets?▼

Gap analysis for CRE allocation compares current portfolio mapping against optional target weights. It exposes allocation gaps across property type, geography, risk profile, and vintage to inform a multi-year rebalancing plan with transaction-cost budgets.

Can I run stress tests and scenario planning on my CRE portfolio holdings?▼

Yes, you can run stress tests and scenario planning on CRE portfolio holdings. The analysis includes concentration risk metrics like the HHI along with top tenant and vintage concentration to support informed rebalancing decisions.

What is the best way to map vintage concentration in a real estate portfolio?▼

Mapping vintage concentration involves assessing CRE holdings by acquisition year to compute concentration metrics. This identifies gaps against target allocations and highlights vintage risk exposure, feeding directly into a multi-year rebalancing plan.

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