portfolio-analyzer

What problem does it solve?

This Skill provides a comprehensive analysis of investment portfolios, identifying risks, optimizing diversification, and suggesting strategies like tax-loss harvesting. It helps users make smarter financial decisions and improve their long-term investment outcomes.

Core Features & Use Cases

• Risk & Diversification Analysis: Assess portfolio risk levels, identify over-concentration, and evaluate diversification across asset classes.
• Asset Allocation Recommendations: Suggest optimal asset allocation strategies tailored to user goals, risk tolerance, and time horizon.
• Tax-Loss Harvesting: Identify opportunities to reduce taxable income by strategically selling investments at a loss.
• Use Case: An individual investor wants to ensure their portfolio is well-diversified and tax-efficient. This Skill reviews their holdings, flags any over-concentration in specific sectors, and recommends rebalancing strategies and tax-loss harvesting opportunities.

Quick Start

Example: Analyze investment portfolio

"Analyze my investment portfolio for risk and diversification. My current holdings are 60% stocks (VTSAX), 30% bonds (VBTLX), 10% cash. My risk tolerance is moderate."