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jayjpatel9717
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portfolio-strategy

Automate portfolio allocation and risk management with Python calculations.

Updated Apr 21, 2026
Search Tags:#risk management#portfolio management#investment strategy#position sizing#portfolio construction
One-click install
npx skills add https://github.com/jayjpatel9717/kurukshetra --skill portfolio-strategy-jayjpatel9717
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-strategy
Source: https://github.com/jayjpatel9717/kurukshetra/tree/main/squads/stocks/agents/vishnu/skills/portfolio-strategy
Command: npx skills add https://github.com/jayjpatel9717/kurukshetra --skill portfolio-strategy-jayjpatel9717

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires numpy, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill addresses the complex challenges of portfolio allocation, risk management, and position sizing, providing a comprehensive framework for informed investment decisions.

Core Features & Use Cases

  • Position Sizing: Offers multiple methods including risk-based, Kelly Criterion, and volatility-based sizing.
  • Portfolio Construction: Implements a core-satellite model for diversification and risk management.
  • Risk Management: Provides rules for position limits, portfolio heat, and drawdown limits.
  • Use Case: For an investor looking to construct a diversified portfolio, this Skill can help determine optimal asset allocation and risk exposure.

Quick Start

Use the portfolio-strategy skill to calculate the position size for a stock with a 2% risk per trade.

Frequently Asked Questions about portfolio-strategy

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

FAQPage Schema
How do I calculate position sizing for a stock with a specific risk percentage?▼

You can calculate position sizing using risk-based, Kelly Criterion, or volatility-based methods. This skill automates these calculations in Python to help determine optimal trade allocation based on your defined risk percentage.

What is the core-satellite model for portfolio construction?▼

The core-satellite model is a portfolio construction framework for diversification and risk management. This skill implements it to help balance stable core holdings with higher-risk satellite positions.

How does ATR-based stop-loss strategy work for risk management?▼

ATR-based stop-loss strategies use Average True Range to set dynamic risk limits based on market volatility. This skill provides frameworks to automate these calculations and manage drawdowns effectively.

Can I use Python and numpy for portfolio allocation and risk management?▼

Yes, you can use Python with numpy to automate portfolio allocation and risk management. This skill requires a Python environment to perform strategic calculations for position sizing and portfolio heat limits.

How do I set drawdown limits and position limits for an investment portfolio?▼

Drawdown limits and position limits are established using risk management rules to control portfolio heat. This skill provides automated frameworks to calculate and enforce these limits across investment scenarios.

When should I use the Kelly Criterion versus volatility-based sizing for investment strategy?▼

The Kelly Criterion maximizes long-term growth based on win probability, while volatility-based sizing adjusts for market fluctuations. This skill calculates both methods to help you choose the optimal investment strategy.

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