# Etf Allocator

> Construct ETF allocations and quantify exposures (sector/style/factor), liquidity, and tracking considerations. Use when the user asks to build an ETF portfolio or analyze ETF exposures.

- Skill: `yuping322/etf-allocator` (Agent Skill, multi-file: 5 files)
- Install (CLI): `npx skillmds@latest add yuping322/etf-allocator`
- Raw SKILL.md: https://api.skillmd.com/api/skills/yuping322/etf-allocator/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- License: Apache-2.0
- Author: yuping322 (https://skillmd.com/u/yuping322)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/yuping322/etf-allocator

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# ETF Allocator & Exposure Analyzer

Act as a professional research and risk analyst. Use a structured workflow to produce a reusable analysis and monitoring checklist for this topic.

## Workflow

### Step 1: Confirm Inputs

Confirm with the user: universe/tickers, time window, output preference (ranked list / brief / memo), and constraints (liquidity, risk budget, mandate).

### Step 2: Pull Data (As Needed)

- Data fetching: see `references/data-queries.md` (activate repo-root `.venv`, then run shared scripts via `python`).
- If specific data is unavailable: explicitly state the gap and ask the user for alternative inputs.

### Step 3: Analysis Framework

- Lead with an executive summary (3–5 bullets), then show the evidence.
- Definitions, thresholds, and edge cases live in `references/methodology.md`.

### Step 4: Output

Generate the final deliverable using `references/output-template.md` (key data, interpretation, risks, monitoring, next steps).

## Data Enhancement

For live market data, see `references/data-queries.md` and run the shared scripts in `../findata-toolkit/scripts/`.

## Important Guidelines

- Always state data as-of dates and units; never fabricate missing values.
- Separate signal from story: show what would change your conclusion.
- This output is informational only and not investment advice.