skills.rest
r9412460971-cloud
r9412460971-cloudCOMMUNITY
Explore all skills by this author →
GitHub

r9-opc-research-portfolio

Analyze client portfolios for risk exposure and generate rebalancing trade lists.

31|4|Updated Jun 13, 2026
Search Tags:#portfolio optimization#rebalancing#performance attribution#wealth advisory#risk monitoring#portfolio research#fund evaluation
One-click install
npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill r9-opc-research-portfolio
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: r9-opc-research-portfolio
Source: https://github.com/r9412460971-cloud/OPC-skill/tree/main/skills/r9-opc-research-portfolio
Command: npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill r9-opc-research-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates fragmented manual work and inconsistent output quality for wealth advisory teams lacking a standardized workflow for client portfolio analysis, optimization, rebalancing and performance attribution.

Core Features & Use Cases

  • Portfolio Diagnosis: Analyze client holdings for asset allocation, risk exposure, concentration levels and alignment with target risk profiles.
  • Optimization & Rebalancing: Generate data-driven weight adjustment, holding replacement and rebalancing trade lists based on strategic/tactical asset allocation views and fund screening results.
  • Performance Attribution: Decompose portfolio excess returns into asset allocation, industry selection, fund selection and timing effects to identify true alpha sources.
  • Use Case: For a high-net-worth client with 30% tech sector concentration, use this Skill to generate a diagnosis report highlighting the overexposure, propose rebalancing trades to reduce tech weight to 15%, and produce a performance attribution report explaining recent outperformance.

Quick Start

Use the r9-opc-research-portfolio skill to generate a full portfolio diagnosis report for the attached client holding file.

Frequently Asked Questions about r9-opc-research-portfolio

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

FAQPage Schema
How do I run portfolio diagnosis for wealth advisory clients with concentrated holdings?▼

Portfolio diagnosis analyzes client holdings to evaluate asset allocation, risk exposure, concentration levels, and alignment with target risk profiles for wealth advisory scenarios.

What is Brinson performance attribution and how does it decompose portfolio excess returns?▼

Brinson performance attribution decomposes portfolio excess returns into asset allocation, industry selection, fund selection, and timing effects to identify true alpha sources.

How to generate a rebalancing trade list based on tactical asset allocation views?▼

Generate rebalancing trade lists by applying data-driven weight adjustments, holding replacements, and threshold-triggered rebalancing based on strategic and tactical asset allocation views.

Can I use this portfolio optimization skill for family office full-asset allocation design?▼

Yes, portfolio optimization supports family office full-asset allocation design, new client onboarding, periodic portfolio reviews, and quarterly performance reporting workflows.

Does portfolio rebalancing integrate with macro research and fund evaluation teams?▼

Portfolio rebalancing integrates cross-departmental collaboration with macro, fund research, and industry research teams to incorporate strategic views and fund screening results.

What's the best way to identify alpha sources in a client portfolio with high tech sector concentration?▼

Apply performance attribution to decompose excess returns and identify alpha sources, then use portfolio diagnosis to highlight overexposure and propose rebalancing trades to reduce concentration.

Related Skills

Explore More Finance & Accounting Skills→
r9412460971-cloudr9412460971-cloud
31

fund-advisor-strategy

Automate fund advisor strategy analysis and generate PDF portfolio reports.

Community
Intermediate
Ronin15Ronin15
14

hammer-benchmark-report

Generate performance reports from SDL3 HammerEngine benchmark results.

Community
Intermediate
r9412460971-cloudr9412460971-cloud
31

r9-opc-research

Coordinate research task dispatch and standardize output quality across investment research teams.

Community
Advanced
r9412460971-cloudr9412460971-cloud
31

fund-r9alpha-evaluation

Generate R9Alpha-compliant fund evaluation reports with Excel and Markdown outputs.

Community
Intermediate