Portfolio Review

Portfolio Review

Use this skill to evaluate a portfolio, model basket, or weighted watchlist.

Workflow

1. Frame the portfolio:
   • scope
   • goal
   • constraints
   • data timestamp
2. Confirm the inputs:
   • holdings
   • weights or values
   • cash
   • benchmark, if any
3. Evaluate:
   • concentration
   • sector and factor exposure
   • diversification quality
   • hidden correlation
   • stress / drawdown risk
4. Produce a short report with:
   • allocation overview
   • exposure review
   • main risk
   • strongest strength
   • 2-4 concrete adjustments

Rules

• Default to latest available market context unless the user explicitly asks for historical-only or prior-close analysis.
• Use real numbers when possible.
• If the user asks for current or same-day portfolio status, verify timestamped intraday quotes for holdings before reporting total value or concentration.
• Always include an as_of timestamp with timezone for holdings pricing.
• Never mix prior-close and intraday quotes in a single total without calling it out explicitly.
• If holding coverage is partial or stale, quantify the affected weight and lower confidence.
• Do not infer weights unless the user clearly says equal-weighted.
• Treat hidden overlap as seriously as explicit concentration.
• Keep adjustment advice proportional to the flaw.

MCP Integration

If market-data-mcp is available, use it as the default source for holdings-level market data.

• Preferred tools:
  • get_multi_quote
  • get_bars
  • get_fundamentals_snapshot
• Always show:
  • source
  • as_of
  • stale or partial-data flags when present
• Freshness guardrails:
  • quote data should be intraday current
  • fundamental ratios may be daily snapshots
• On provider failure (RATE_LIMITED, UPSTREAM_UNAVAILABLE, STALE_DATA):
  • retry once if retryable
  • continue with explicit coverage gaps per holding
  • avoid concentration claims that depend on missing prices

References

• Read references/portfolio-framework.md before a full review.
• Use assets/portfolio-report-template.md for a full write-up.