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pmkshar
pmksharCOMMUNITY
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portfolio-analyzer

Analyze investment portfolios for risk, diversification, fees, and rebalancing advice.

Updated Aug 27, 2026
Search Tags:#asset allocation#financial analysis#risk assessment#portfolio analysis#tax-loss harvesting
One-click install
npx skills add https://github.com/pmkshar/marqaiskills --skill portfolio-analyzer-pmkshar
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-analyzer
Source: https://github.com/pmkshar/marqaiskills/tree/main/portfolio-analyzer
Command: npx skills add https://github.com/pmkshar/marqaiskills --skill portfolio-analyzer-pmkshar

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill provides expert financial analysis for investment portfolios, identifying risks, opportunities, and strategic recommendations.

Core Features & Use Cases

  • Risk Assessment: Evaluate portfolio risk and diversification.
  • Fees Analysis: Review portfolio fees and suggest optimizations.
  • Asset Allocation: Offer recommendations for asset allocation.
  • Tax-Loss Harvesting: Suggest tax-efficient strategies.
  • Rebalancing: Guide on portfolio rebalancing.
  • Use Case: A financial advisor uses this Skill to analyze a client's portfolio, identify potential risks, and provide tailored advice for improvement.

Quick Start

Analyze my investment portfolio for risk and opportunities.

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 and diversification?▼

Portfolio analysis evaluates your investment composition for risk and diversification by reviewing asset allocation and fees. You input financial data, and the assessment identifies potential vulnerabilities to guide strategic improvements.

What is tax-loss harvesting and how does it optimize my portfolio?▼

Tax-loss harvesting is a tax-efficient strategy that offsets investment gains by selling assets at a loss. The analysis reviews your portfolio composition to suggest specific harvesting opportunities for tax optimization.

How do I get asset allocation recommendations for my investments?▼

Asset allocation recommendations are generated by reviewing your financial data input and analyzing your current portfolio composition. This process identifies opportunities to optimize diversification and balance risk across asset classes.

Can I use this portfolio analysis to review and optimize investment fees?▼

Portfolio analysis includes a dedicated fees review that examines your investment costs and suggests optimizations. By evaluating your financial data input, it identifies areas where excessive fees impact returns and recommends improvements.

When should I rebalance my investment portfolio?▼

Portfolio rebalancing is advised when your asset allocation drifts from target risk levels. The analysis evaluates your current composition and provides specific rebalancing guidance to restore your desired diversification profile.

What financial data do I need to input for portfolio risk assessment?▼

Portfolio risk assessment requires financial data input detailing your complete portfolio composition, including asset classes, holdings, and cost basis. This data allows the analysis to accurately evaluate diversification and risk exposure.

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