portfolio-risk-register
CommunityTurn advisor inputs into a clear risk register
Finance & Accounting#risk management#portfolio risk#risk register#family office#liquidity risk#advisor memo#tax-lot risk
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps family-office advisors turn scattered risk concerns into a structured portfolio risk register that can be reviewed, shared, and acted on.
Core Features & Use Cases
- Risk register deliverable: Produces a single Portfolio Risk Register artifact that captures concentration risks, liquidity risks, counterparty risks, tax-lot risks, and mitigations.
- Minimal interview to personalize: Collects only the inputs needed to tailor the register to the specific portfolio context (concentration exposures, illiquid percentage, counterparties, tax lots, mitigations, and open risks).
- Optional distribution and governance: Supports generating local artifacts plus optional pushes for memory writing and outbound publication (e.g., DMS/email/calendar via configured publishers).
- Use case: You have a family-office advisory meeting and need a first-draft risk register memo that summarizes portfolio risks and mitigation themes for review and follow-up.
Quick Start
Run the skill to interview the advisor and generate the Portfolio Risk Register artifact for this run.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: portfolio-risk-register Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#portfolio-risk-register Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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