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portfolio-review

Run a unified portfolio review covering risk, allocation drift, and tax-loss harvesting.

15|7|Updated Aug 6, 2025
Search Tags:#investment strategy#risk analysis#tax loss harvesting#client reporting#portfolio review#allocation drift
One-click install
npx skills add https://github.com/hvkshetry/StewardOS --skill portfolio-review-hvkshetry
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-review
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/personas/investment-officer/portfolio-review
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill portfolio-review-hvkshetry

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill provides a comprehensive diagnostic and actionable recommendations for investment portfolio reviews, addressing risk, allocation, and tax-loss harvesting opportunities.

Core Features & Use Cases

  • Full Portfolio Diagnostic: Analyzes positions, risk metrics (ES, VaR, volatility), allocation drift, and tax-loss harvesting candidates.
  • Actionable Recommendations: Generates corrective paths when predefined thresholds or hard gates are breached.
  • Use Case: Prepare for a client review meeting by running a full portfolio health check, identifying any risk exposures, and getting a clear plan for rebalancing and tax-loss harvesting.

Quick Start

Run a full portfolio review, including risk analysis and tax-loss harvesting opportunities.

Frequently Asked Questions about portfolio-review

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

FAQPage Schema
How do I run a comprehensive portfolio review to identify risk exposures and allocation drift?▼

Run a unified portfolio review to execute a full diagnostic of risk metrics, allocation drift, and tax-loss harvesting candidates. This coordinates multiple internal tools to flag threshold breaches and suggest corrective actions with plain-language explanations.

What is tax-loss harvesting and how does a portfolio diagnostic identify candidates?▼

Tax-loss harvesting is identifying positions where realizing a loss can provide tax benefits. A portfolio diagnostic analyzes current positions against market conditions to automatically flag these tax-loss harvesting candidates alongside risk exposures.

How do I prepare for a client review meeting with a full portfolio health check?▼

Prepare for a client review meeting by running a full portfolio health check that analyzes risk metrics like Expected Shortfall and VaR, detects allocation drift, and provides a clear corrective plan for rebalancing and tax-loss harvesting.

Can I use this portfolio diagnostic tool to flag hard-gate breaches automatically?▼

Yes, you can use this portfolio diagnostic to automatically flag hard-gate breaches. It assesses predefined thresholds for risk and allocation, then generates actionable corrective paths explained in plain language for investment officers.

What risk analysis metrics are evaluated during an investment portfolio review?▼

The investment portfolio review evaluates Expected Shortfall (ES), Value at Risk (VaR), and overall volatility. These risk metrics are combined with allocation drift analysis to provide a comprehensive diagnostic of portfolio health.

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