skills.rest
JayKim88
JayKim88COMMUNITY
Explore all skills by this author →
WebsiteGitHub

portfolio-analyzer

Analyze investment portfolios and generate risk-and-opportunity reports.

Updated Jan 17, 2026
Search Tags:#multi-agent#dashboard#portfolio#scoring#analyze#risk#investing
One-click install
npx skills add https://github.com/JayKim88/claude-ai-engineering --skill portfolio-analyzer-jaykim88
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-analyzer
Source: https://github.com/JayKim88/claude-ai-engineering/tree/main/plugins/portfolio-analyzer-fused/skills/portfolio-analyzer
Command: npx skills add https://github.com/JayKim88/claude-ai-engineering --skill portfolio-analyzer-jaykim88

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

AI-powered portfolio analysis and multi-agent reasoning to help users understand and optimize investment performance across stocks and holdings.

Core Features & Use Cases

  • AI-driven portfolio analysis across stocks and holdings with scoring and risk assessment
  • Collaborative multi-agent insights to generate investment theses, rebalance ideas, and dashboard visualizations
  • Use cases include portfolio reviews, stock analysis, risk forecasting, and opportunistic rebalancing

Quick Start

Analyze my portfolio and generate a risk-and-opportunity report with a dashboard view.

Frequently Asked Questions about portfolio-analyzer

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

FAQPage Schema
How do I analyze my investment portfolio for risk-adjusted returns?▼

To analyze investment portfolios for risk-adjusted returns, you can use multi-agent AI to evaluate holdings, apply risk scoring, and generate structured reports with dashboard visualizations and rebalancing recommendations.

Can AI generate a stock analysis and portfolio rebalancing recommendations?▼

AI can generate stock analysis and portfolio rebalancing recommendations by using multi-agent reasoning to assess individual assets, score risk, and deliver investment theses for opportunistic adjustments across your holdings.

What is multi-agent AI for investment risk assessment and portfolio reviews?▼

Multi-agent AI for investment risk assessment uses scripted workflows and subagents to retrieve data, score holdings, and produce structured portfolio reviews with risk forecasting and dashboard views.

Does this portfolio analyzer work for individual stocks or whole portfolios?▼

This portfolio analysis approach works for both individual stock analysis and whole portfolio reviews, applying risk scoring and generating investment insights across all holdings in your investment portfolio.

What's the best way to get a dashboard view of my portfolio's risk and opportunities?▼

The best way to get a dashboard view of portfolio risk and opportunities is to run a multi-agent analysis that scores holdings and generates a structured report with visualized risk assessment and rebalancing ideas.

How do I forecast risk and find opportunistic rebalancing ideas for my holdings?▼

To forecast risk and find opportunistic rebalancing ideas, use multi-agent AI to analyze your holdings, evaluate risk-adjusted returns, and generate targeted investment theses for portfolio optimization.

Related Skills

Explore More Finance & Accounting Skills→
nicepkgnicepkg
276

portfolio-manager

Analyzes portfolio holdings from Alpaca MCP Server and generates rebalancing recommendations.

Official
Advanced
tradermontytradermonty
2.6k

portfolio-manager

Fetch live brokerage holdings via Alpaca MCP Server and generate Markdown portfolio reports.

Community
Advanced
KartikSharma4448KartikSharma4448

stock-analyzer

Analyze stocks using market data to generate investment insights and thesis.

Community
Advanced
yennanliuyennanliu
164

portfolio-review

Analyze investment portfolio performance, asset allocation, and risk to generate optimization recommendations.

Community
Advanced