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portfolio-analyzer

Reviews investment portfolios for risk, diversification, fees, and rebalancing opportunities.

1|Updated Aug 8, 2026
Search Tags:#asset allocation#portfolio analysis#diversification#investing#rebalancing#tax-loss harvesting#risk review
One-click install
npx skills add https://github.com/th-efool/SKILLS --skill portfolio-analyzer-th-efool
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-analyzer
Source: https://github.com/th-efool/SKILLS/tree/main/portfolio-analyzer
Command: npx skills add https://github.com/th-efool/SKILLS --skill portfolio-analyzer-th-efool

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Investors often lack a structured way to evaluate their portfolios for hidden risks, poor diversification, excessive fees, and tax inefficiencies, leading to suboptimal allocation decisions. ## Core Features & Use Cases - Risk and Diversification Review: Analyzes holdings to identify concentration risk, asset class imbalances, and diversification gaps. - Fee and Tax Analysis: Surfaces high-fee positions and identifies tax-loss harvesting opportunities. - Rebalancing Recommendations: Provides actionable asset allocation and rebalancing guidance with appropriate disclaimers. - Use Case: An investor with a mix of stocks, ETFs, and bonds asks for a portfolio review and receives a breakdown of risk exposure, fee drag, and concrete rebalancing steps. ## Quick Start Ask the assistant to review your investment portfolio for risk, diversification, and fees, listing your current holdings and target allocation.

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?▼

Provide your current holdings and allocation, and the skill reviews concentration risk, asset class exposure, and diversification gaps. It returns a structured report with identified risks and strategic recommendations.

What is tax-loss harvesting and when should I use it?▼

Tax-loss harvesting involves selling investments at a loss to offset capital gains and reduce tax liability. The skill identifies candidate positions during portfolio review, typically most relevant near year-end or after market declines.

Can this skill recommend specific stocks or funds to buy?▼

The skill provides asset allocation and rebalancing guidance rather than specific security picks. It acts as a financial analyst reviewing your portfolio structure and includes appropriate disclaimers with its recommendations.

How often should I rebalance my investment portfolio?▼

Common practice is to rebalance when allocations drift significantly from targets, often checked quarterly or annually. The skill evaluates your current allocation against targets and flags positions needing adjustment.

What are the limitations of AI portfolio analysis?▼

AI portfolio review provides general analysis and educational guidance, not personalized financial advice. Outputs include disclaimers, and major decisions should be confirmed with a licensed financial advisor.

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