What problem does it solve? Individual stock research alone does not answer portfolio-level questions like position sizing, hidden correlation between holdings, or whether a weak position should be replaced by cash. This Skill turns a raw holdings list into a structured portfolio health review with concrete rebalancing actions. ## Core Features & Use Cases - Holdings Health Check: Parses positions (percentages or share counts), fetches latest prices and valuation metrics, and tests whether each position's original investment thesis still holds. - Portfolio-Level Analysis: Measures concentration limits, detects hidden correlations (same sector, country, or supply chain), ranks holdings by expected return times certainty, and runs stress tests for scenarios like recession or rate spikes. - Actionable Rebalancing Output: Produces a report with add/reduce/exit/hold recommendations, target allocations, cash management guidance, and saves results to reports/portfolio-latest.md for the next quarterly review. - Use Case: Provide "Tencent 30%, Meituan 20%, Moutai 20%, Nvidia 15%, cash 15%" and receive a verdict on overall portfolio health, the single most important action to take, and the biggest current risk. ## Quick Start Ask the AI to review my portfolio of Tencent 30%, Meituan 20%, Moutai 20%, Nvidia 15%, and 15% cash using the portfolio-review skill.
