portfolio-risk-manager

Community

Compute safe vol-adjusted position sizes.

Authorkavi-lin
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Calculates a safe, vol-adjusted position cap for a new ticker given current holdings, helping manage risk and diversification in portfolio deployment.

Core Features & Use Cases

  • Vol-scaled cap: derives a position limit from target daily vol budget relative to ticker volatility.
  • Correlation awareness: reduces cap when the candidate correlates highly with large existing positions.
  • Sector concentration guardrail: enforces a sector exposure cap to avoid overweighting a sector.

Quick Start

Run the risk_manager.py script with a ticker symbol to obtain a JSON output detailing the final cap and reasoning.

Dependency Matrix

Required Modules

numpypandasyfinance

Components

scripts

💻 Claude Code Installation

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Please help me install this Skill:
Name: portfolio-risk-manager
Download link: https://github.com/kavi-lin/stock/archive/main.zip#portfolio-risk-manager

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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