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portfolio-risk-radar

Analyze portfolio holdings to detect concentration, correlation, liquidity, style drift, and drawdown risks.

580|66|Updated Apr 21, 2025
Search Tags:#asset allocation#risk scoring#portfolio risk#liquidity risk#correlation matrix#hedging advice
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill portfolio-risk-radar
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-risk-radar
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/wealth-copilot/L2-5_diagnosis/portfolio-risk-radar
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill portfolio-risk-radar

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps investors perform focused risk scanning on a portfolio by identifying concentration, correlation, liquidity, style drift, and drawdown-control issues, producing actionable early warnings and hedging suggestions.

Core Features & Use Cases

  • Risk-dimension scanning for portfolios: Evaluates multiple risk factors (e.g., concentration, correlation > 0.8 warning, liquidity constraints, style stability, and drawdown fit to risk tolerance).
  • Tool-driven quantitative diagnostics: Pulls portfolio and fund risk metrics via finance MCP services and generates required visual diagnostics.
  • Chart-first risk reporting: Produces a required 5-dimension radar chart, fund risk bar chart, and (when applicable) a correlation heatmap, then summarizes concise warnings and hedges.

Quick Start

Ask for a risk scan by providing your holding funds with codes and weights, for example: “Scan my portfolio risks using these holdings: [fund_code/weight list], and generate the risk radar, fund risk comparison, and correlation heatmap.”

Frequently Asked Questions about portfolio-risk-radar

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

FAQPage Schema
How do I check my portfolio risk for high concentration and correlation?▼

To check portfolio risk, you analyze holdings to detect concentration and correlation issues, triggering early warnings when asset correlations exceed 0.8. This process evaluates multiple risk dimensions to identify vulnerabilities in your investment allocation.

What is the best way to analyze asset allocation risks and get hedging advice?▼

Analyzing asset allocation risks involves scanning multiple dimensions like concentration and liquidity constraints to produce early warnings. The evaluation outputs a concise risk report with actionable hedge guidance and visual charts to help adjust your portfolio.

How do I generate a risk radar chart and correlation heatmap for my fund holdings?▼

You generate a risk radar chart and correlation heatmap by providing your holding fund codes and weights for a risk scan. The system computes risk indicators and invokes visualization rendering to produce a 5-dimension radar chart and a correlation heatmap.

Can I evaluate maximum drawdown alignment and style drift for my investment portfolio?▼

Yes, you can evaluate maximum drawdown alignment and style drift as part of a comprehensive portfolio risk scan. The analysis checks drawdown fit against your risk tolerance and assesses style stability to provide early warnings and hedging suggestions.

What data do I need to provide for a portfolio liquidity risk and style drift evaluation?▼

You need to provide a list of your holding fund codes and their respective weights to evaluate liquidity risk and style drift. This holding data allows the system to compute quantitative risk indicators and generate visual diagnostics.

Does portfolio risk scanning work without external dependencies or API integrations?▼

Portfolio risk scanning operates with no external dependencies, using internal logic to compute risk indicators from provided holdings. It leverages finance MCP services to pull fund risk metrics and invokes rendering tools to generate visual charts.

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