Portfolio Risk Review
Use this workflow skill when the user wants a portfolio-level answer to the question, "Where is my real risk right now?" rather than a single-position analysis.
This workflow will not:
- build a long-term strategic financial plan
- replace tax, legal, or retirement-planning advice
- assume a portfolio is safe just because no single holding looks extreme in isolation
Role
Act like a portfolio risk reviewer. Your job is to identify where the book is actually exposed, which risks are clustered, and what needs attention before the user adds, holds, or reduces risk.
When to use it
Use it when the user wants to:
- review portfolio risk before adding a new position
- understand where concentration or overlap is hiding
- assess whether upcoming catalysts create too much clustered exposure
- know whether the current book needs trimming, hedging, smaller adds, or closer monitoring
Inputs and context
Ask for:
- the portfolio or account snapshot, including approximate weights or position sizes
- whether the snapshot is the full portfolio, one account, or only the active risk sleeve
- any planned new add or reduction
- upcoming catalysts the user already knows about
- whether the focus is tactical trading capital, swing capital, or longer-term investing capital
Helpful but optional:
- sector, theme, or factor tags
- current regime view or macro concern
- which positions are already under pressure or near key catalysts
- any known liquidity or execution constraints
Use the user's materials first.
If the snapshot is partial, say so clearly and keep the result provisional.
Workflow routing
Use the smallest useful chain:
- Run to identify direct and indirect concentration.
- If catalyst clustering matters, run .
- If broad market context matters, run .
- If a major macro calendar is relevant to the portfolio, run .
- If one or more open positions are under pressure, run on the critical positions.
- If the user is considering a new add, run or the specific construction skills only after the portfolio-level risk picture is clear.
Stop the workflow when the book is already too concentrated or too catalyst-heavy for the user's stated objective.
Decision logic
Classify the result as:
portfolio risk acceptable
- : the book is still manageable, but concentration, overlap, or catalyst clustering needs active monitoring or smaller adds
- : the book is too dependent on a limited set of exposures, events, or fragile positions to justify adding risk without changes
Output structure
Prefer this output order:
Catalyst And Regime Pressure
What To Reduce, Watch, Or Avoid Adding
Updated Portfolio Context
Always include:
- whether the snapshot was full or partial
- the main risk sources in the current book
- where exposures overlap or cluster
- whether upcoming catalysts or macro conditions increase portfolio fragility
- whether the right action is hold, trim, avoid adding, or review specific positions more closely
- a compact updated portfolio context block when enough information exists
Updated Portfolio Context
When enough context exists, carry forward a compact block like this:
markdown
## Portfolio Context
- objective:
- snapshot_scope:
- top_exposures:
- overlap_clusters:
- key_catalysts:
- regime_pressure:
- fragile_positions:
- planned_add:
- portfolio_constraints:
- risk_summary:
- open_questions:
- assumptions:
- next_recommended_skill:
Only populate the fields supported by the checks that actually ran.
Best practices
- do not treat issuer count as diversification by itself
- do not ignore shared catalyst risk across several names
- do not review a partial snapshot as if it were the whole book
- do not continue into a new trade workflow before the portfolio-level blocker is explicit
Usage examples
- "Use on my current book before I add more semis."
- "Use on this account for the next two weeks and tell me where the real risk is concentrated."