Portfolio Audit | Agent Skills Atlas

About this skill

Comprehensive portfolio risk audit. Computes single-name concentration, factor cluster exposure, leverage ETF decay risk, options Greeks aggregation, stress test scenarios (-10% SPX, yen carry, single-name miss), hedge effectiveness. Outputs explicit trim list with $ amounts and reasons + cash target. Triggers in English ("review my portfolio", "audit my book", "am I too concentrated", "what should I trim", "portfolio risk check") or Chinese ("审一下我的组合", "我组合风险大吗", "该减什么仓", "组合审计", "我哪里太集中").

Quick start

Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.

Installation guide →

Review, license & listing details

Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: cb67c306387b5ce0883bd41da6fd04c472d8a473ef50769e0ff3eecd1c3ccec7

About scan coverage and limitations

Original listing metadata

Original name

portfolio-audit

Original description

About this listing

Category: General
Reported license: Not specified
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.