portfolio-risk-radar

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.”