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Portfolio Review

Analyze portfolio performance, risk, and allocation with benchmark comparisons.

3|Updated May 9, 2026
Search Tags:#asset allocation#risk assessment#portfolio analysis#rebalancing#investment signal#holdings review
One-click install
npx skills add https://github.com/severin-ye/OpenStock--Analyst --skill portfolio-review-severin-ye
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Portfolio Review
Source: https://github.com/severin-ye/OpenStock--Analyst/tree/main/src/investskill/plugins/us-stock-analysis/skills/portfolio-review
Command: npx skills add https://github.com/severin-ye/OpenStock--Analyst --skill portfolio-review-severin-ye

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It helps you understand how your portfolio is performing, where risk is concentrated, and what allocation changes could improve outcomes based on your current holdings.

Core Features & Use Cases

  • Performance Metrics: Evaluate returns across time horizons, risk-adjusted performance, alpha/beta vs. benchmarks, drawdowns, and volatility to see what is driving results.
  • Asset Allocation: Review exposure by asset class, geography, sector/industry, and market-cap so you can detect unintended concentration.
  • Risk Assessment & Holdings Review: Analyze correlation, concentration, factor exposures, position overlap/redundancy, tax efficiency, and costs to identify the most actionable weaknesses.
  • Optimization Recommendations: Generate rebalancing steps, diversification improvements, and position-level upgrade/trim/add guidance aligned to your objectives and risk tolerance.

Quick Start

Use the portfolio-review skill on your current holdings to produce an executive summary, risk profile, allocation recommendations, and a hold/trim/sell/add action plan.

Frequently Asked Questions about Portfolio Review

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

FAQPage Schema
How do I analyze my portfolio performance against a benchmark?▼

Portfolio performance analysis evaluates returns across time horizons, risk-adjusted performance, alpha/beta vs benchmarks, drawdowns, and volatility to identify what is driving your investment results.

What is asset allocation review and how does it detect concentration risk?▼

Asset allocation review examines exposure by asset class, geography, sector, and market-cap to detect unintended concentration, while assessing correlation and position overlap to identify actionable weaknesses.

How do I generate rebalancing recommendations for my current holdings?▼

Rebalancing recommendations are generated by reviewing your current holdings to produce diversification improvements and position-level upgrade, trim, add, or sell guidance aligned to your objectives and risk tolerance.

Can I get standardized investment signals for buy, hold, or sell actions?▼

Yes, the review produces standardized investment signal outputs that include specific actions, confidence levels, time horizons, and conviction metrics to form a clear action plan for your holdings.

What is the best way to assess factor exposure and position overlap in an investment account?▼

Assessing factor exposure and position overlap involves analyzing correlation, concentration, redundancy, tax efficiency, and costs across holdings to identify the most actionable risks in your investment accounts.

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