# Stock Portfolio

> Portfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health.

- Skill: `daringanitch/stock-portfolio` (Agent Skill)
- Install (CLI): `npx skillmds@latest add daringanitch/stock-portfolio`
- Raw SKILL.md: https://api.skillmd.com/api/skills/daringanitch/stock-portfolio/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: daringanitch (https://skillmd.com/u/daringanitch)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/daringanitch/stock-portfolio

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Run a portfolio-level risk analysis:

1. **CONCENTRATION** — sector exposure, geographic exposure, market cap skew
2. **FACTOR EXPOSURE** — am I long value, growth, momentum, quality? What's my net factor bet?
3. **CORRELATION** — which positions move together? Where am I doubling up on the same thesis?
4. **MACRO SENSITIVITY** — how does this portfolio perform if: rates +100bps / rates -100bps / recession / dollar +10%?
5. **LIQUIDITY** — which positions could I exit in 1 day at <1% market impact?
6. **BLIND SPOTS** — what risk am I not seeing? What would hurt all of these at once?

Output: a heat map of risks and 2–3 rebalancing recommendations.