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portfolio-health-check

Diagnose fund portfolios via penetration analysis across allocation, backtests, risk, and correlation.

580|66|Updated Apr 21, 2025
Search Tags:#data visualization#asset allocation#backtesting#correlation analysis#risk exposure#portfolio health#fund diagnostics
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill portfolio-health-check-aliyun
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-health-check
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/wealth-copilot/L2-5_diagnosis/portfolio-health-check
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill portfolio-health-check-aliyun

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps diagnose a customer’s entire portfolio through fund-level penetration, identifying imbalances, correlation overlap, backtest weaknesses, and risk exposure to produce an actionable health report. It avoids single-fund analysis and focused risk troubleshooting, instead prioritizing portfolio-level diagnostics and visualization for quick decision-making.

Core Features & Use Cases

  • Portfolio health diagnosis: Produces diagnostic recommendations across four dimensions (asset allocation, diversification, backtest performance, risk control).
  • Multi-source data collection via MCP: Uses financial MCP services to fetch fund details, performance, correlation matrices, and portfolio backtest/risk metrics.
  • Mandatory chart-driven reporting: Generates required visual charts (allocation pie, fund performance bar, health radar, correlation heatmap) to make findings easy to interpret and compare.

Quick Start

Use the portfolio-health-check skill to analyze the assets in your provided holdings list and return a penetration-based diagnostic report with charts.

Frequently Asked Questions about portfolio-health-check

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

FAQPage Schema
How do I diagnose my fund portfolio for risk exposure and asset allocation imbalances?▼

Portfolio health diagnosis evaluates your holdings across asset allocation, diversification, backtest performance, and risk control dimensions. It requires a holdings list with fund names, codes, and amounts to produce a chart-first diagnostic report with operational recommendations.

How do I check fund correlation and diversification overlap in my portfolio?▼

You can identify correlation overlap by generating a correlation heatmap from your provided holdings list. This visualizes inter-fund dependencies and highlights diversification weaknesses within your portfolio.

Can I use portfolio health check for single fund diagnostics and analysis?▼

No, this Skill is strictly for portfolio-level holding reviews and avoids single-fund analysis. It requires a complete list of holdings to diagnose overall risk exposure and asset allocation imbalances.

What data do I need to provide for portfolio backtesting and risk exposure analysis?▼

You need to provide a holdings list containing fund names, fund codes, and invested amounts. This allows the diagnostic tool to fetch financial data, run portfolio backtests, and calculate risk exposure metrics.

What charts and visualizations are included in a portfolio health diagnostic report?▼

The diagnostic report generates an asset allocation pie chart, a fund performance bar chart, a portfolio health radar chart, and an inter-fund correlation heatmap. These visualizations ensure findings are easy to interpret for quick decision-making.

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