How do I install the Portfolio Risk skill?

Run npx skillmds@latest add eodhistoricaldata/portfolio-risk in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Portfolio Risk safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Portfolio Risk?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Portfolio Risk free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Portfolio Risk?

EodHistoricalData (@eodhistoricaldata) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Portfolio Risk by eodhistoricaldata

Name: Portfolio Risk
Author: EodHistoricalData

Portfolio Risk

Analyze portfolio risk — technical indicators, sentiment shifts, insider alerts, ESG scores, and volatility metrics. Use when the user asks about portfolio risk, wants to assess holdings, or needs risk/reward analysis.

File contents

Skill: portfolio-risk

Purpose

Perform multi-dimensional risk analysis on a portfolio or individual holdings using EODHD data — combining technical indicators, sentiment analysis, insider activity signals, and fundamental risk metrics.

Trigger

Activate when the user asks for:

Portfolio risk analysis or assessment
Risk/reward evaluation of holdings
Volatility analysis or drawdown risk
Insider selling alerts for portfolio positions
Sentiment shifts or deterioration for holdings
Concentration risk or sector exposure analysis

Workflow

Get portfolio — confirm ticker list and optional weights
Fetch price history — eod for each holding (6-12 months)
Calculate risk metrics — returns, volatility, max drawdown, correlation
Fetch technicals — technical for RSI, Bollinger Bands, ATR per holding
Fetch sentiment — sentiment for each holding (recent trend)
Fetch insider activity — insider-transactions for each holding
Fetch fundamentals — fundamentals for debt ratios, beta, sector allocation
Compile risk report

Output Structure

Portfolio Risk Analysis — [Date]

Portfolio Composition

Ticker	Weight	Sector	Market Cap

Risk Metrics

Metric	Portfolio	Benchmark (S&P)
Annualized Volatility	—	—
Max Drawdown (12M)	—	—
Beta	—	—
Sharpe Ratio	—	—

Per-Holding Risk Signals

Ticker	RSI	Bollinger %B	ATR%	Sentiment	Insider Net

Risk Alerts

Overbought/oversold signals (RSI > 70 or < 30)
Negative sentiment trends
Significant insider selling
High concentration in single sector/stock
Elevated volatility vs historical norms

Sector Exposure

Sector	Weight	Count

Recommendations

Diversification suggestions
Hedging considerations
Positions requiring attention

This is not financial advice. Data is for informational purposes only.

Endpoints Used

Endpoint	Purpose	Cost
`eod`	Price history for returns	1 call/ticker
`technical`	RSI, Bollinger, ATR	5 calls/ticker
`sentiment`	Sentiment scores	5 + 5/ticker
`insider-transactions`	Insider activity	1 call/ticker
`fundamentals`	Beta, debt, sector	10 calls/ticker

References

../eodhd-api/references/endpoints/technical-indicators.md
../eodhd-api/references/endpoints/sentiment-data.md
../eodhd-api/references/endpoints/insider-transactions.md
../eodhd-api/references/endpoints/fundamentals-data.md
../eodhd-api/references/endpoints/historical-stock-prices.md

---name: portfolio-riskdescription: Analyze portfolio risk — technical indicators, sentiment shifts, insider alerts, ESG scores, and volatility metrics. Use when the user asks about portfolio risk, wants to assess holdings, or needs risk/reward analysis.---# Skill: portfolio-risk## PurposePerform multi-dimensional risk analysis on a portfolio or individual holdings using EODHD data — combining technical indicators, sentiment analysis, insider activity signals, and fundamental risk metrics.## TriggerActivate when the user asks for:- Portfolio risk analysis or assessment- Risk/reward evaluation of holdings- Volatility analysis or drawdown risk- Insider selling alerts for portfolio positions- Sentiment shifts or deterioration for holdings- Concentration risk or sector exposure analysis## Workflow1. **Get portfolio** — confirm ticker list and optional weights2. **Fetch price history** — `eod` for each holding (6-12 months)3. **Calculate risk metrics** — returns, volatility, max drawdown, correlation4. **Fetch technicals** — `technical` for RSI, Bollinger Bands, ATR per holding5. **Fetch sentiment** — `sentiment` for each holding (recent trend)6. **Fetch insider activity** — `insider-transactions` for each holding7. **Fetch fundamentals** — `fundamentals` for debt ratios, beta, sector allocation8. **Compile risk report**## Output Structure### Portfolio Risk Analysis — [Date]**Portfolio Composition**| Ticker | Weight | Sector | Market Cap ||--------|--------|--------|-----------|**Risk Metrics**| Metric | Portfolio | Benchmark (S&P) ||--------|-----------|-----------------|| Annualized Volatility | — | — || Max Drawdown (12M) | — | — || Beta | — | — || Sharpe Ratio | — | — |**Per-Holding Risk Signals**| Ticker | RSI | Bollinger %B | ATR% | Sentiment | Insider Net ||--------|-----|-------------|------|-----------|------------|**Risk Alerts**- Overbought/oversold signals (RSI > 70 or < 30)- Negative sentiment trends- Significant insider selling- High concentration in single sector/stock- Elevated volatility vs historical norms**Sector Exposure**| Sector | Weight | Count ||--------|--------|-------|**Recommendations**- Diversification suggestions- Hedging considerations- Positions requiring attention> This is not financial advice. Data is for informational purposes only.## Endpoints Used| Endpoint | Purpose | Cost ||----------|---------|------|| `eod` | Price history for returns | 1 call/ticker || `technical` | RSI, Bollinger, ATR | 5 calls/ticker || `sentiment` | Sentiment scores | 5 + 5/ticker || `insider-transactions` | Insider activity | 1 call/ticker || `fundamentals` | Beta, debt, sector | 10 calls/ticker |## References- `../eodhd-api/references/endpoints/technical-indicators.md`- `../eodhd-api/references/endpoints/sentiment-data.md`- `../eodhd-api/references/endpoints/insider-transactions.md`- `../eodhd-api/references/endpoints/fundamentals-data.md`- `../eodhd-api/references/endpoints/historical-stock-prices.md`

Frequently asked questions