portfolio-eval

Analyze stock portfolio performance, risk, and prediction alignment via CLI.

2|Updated Apr 6, 2026

Search Tags:#portfolio management #performance analysis #risk analysis #trading advice #portfolio evaluation

Ready to run

npx skills add https://github.com/k1064190/stock-expectation --skill portfolio-eval

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-eval
Source: https://github.com/k1064190/stock-expectation/tree/main/.claude/skills/portfolio-eval
Command: npx skills add https://github.com/k1064190/stock-expectation --skill portfolio-eval

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill provides a comprehensive evaluation of your portfolio, including performance, risk analysis, and trading advice.

Core Features & Use Cases

Performance Analysis: Offers P&L reports and a comparison of your holdings against predictions.
Risk Assessment: Identifies concentration issues, sector imbalances, and overweight warnings.
Prediction Alignment: Compares your portfolio with your predictions to flag mismatches.
Action Items: Suggests specific actions based on advice signals, such as stop-loss levels and moving averages.

Quick Start

Run the portfolio-eval skill to get a comprehensive evaluation of your portfolio.

Frequently Asked Questions about portfolio-eval

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

FAQPage Schema

How do I evaluate my stock portfolio's performance and risk?▼

Portfolio evaluation requires a pre-existing stock portfolio to assess performance, analyze risk, and align holdings with predictions, outputting a detailed report with P&L summaries and specific action items.

How does portfolio risk assessment identify concentration issues?▼

Risk assessment identifies concentration issues, sector imbalances, and overweight warnings by analyzing your current holdings, flagging mismatches when comparing the portfolio against your predictions.

Do I need a pre-existing portfolio to run a performance analysis?▼

Yes, a pre-existing stock portfolio is required because the CLI retrieves your portfolio data to generate a comprehensive evaluation including P&L reports, risk assessment, and prediction alignment.

What trading advice does a portfolio evaluation report include?▼

The portfolio evaluation report provides trading advice through action items based on advice signals, suggesting specific actions such as stop-loss levels and moving averages for your holdings.

How do I record trades to retrieve portfolio data for evaluation?▼

You record trades using a command-line interface (CLI) which then retrieves your portfolio data to evaluate performance, analyze risk, and compare holdings against your predictions.

What is the best way to compare my stock holdings against market predictions?▼

The best way to compare holdings against predictions is running a portfolio evaluation that flags mismatches between your actual stock positions and your predefined predictions.