← Back to Skills Marketplace
Portfolio Risk Manager
by
Nguyễn Đức Thành
· GitHub ↗
· v1.0.1
1939
Downloads
0
Stars
18
Active Installs
2
Versions
Install in OpenClaw
/install portfolio-risk-manager
Description
Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều...
Usage Guidance
This skill appears coherent and low-risk: it needs no credentials and only uses user-provided portfolio inputs. Before installing or using it, (1) confirm where valuation/news/confidence data will come from (internal tool vs web vs other skills) and whether you consent to those lookups; (2) supply ACTIVE_WATCHLIST and MONTHLY_CASH_INFLOW_VND (and optional HOLDINGS) rather than embedding any brokerage credentials; (3) test outputs on a small or mock watchlist and verify recommendations manually before acting financially; (4) if you want to prevent automatic invocation, disable implicit invocation or the skill in your agent settings.
Capability Analysis
Type: OpenClaw Skill
Name: portfolio-risk-manager
Version: 1.0.1
The skill bundle is benign. Its purpose is to generate text-based financial portfolio risk management plans and policies, explicitly stating 'no absolute orders' and 'no margin/derivatives'. There is no evidence of data exfiltration, malicious execution, persistence mechanisms, or prompt injection attempts against the agent. The `SKILL.md` includes guardrails to prevent misuse, and the `agents/openai.yaml` explicitly declares `tools: []`, indicating no access to external system commands or network functionalities.
Capability Assessment
Purpose & Capability
Name/description (IPS mini, risk budgeting, position sizing) align with the SKILL.md. Required inputs (ACTIVE_WATCHLIST, MONTHLY_CASH_INFLOW_VND) and optional inputs (HOLDINGS, RISK_PROFILE, CONFIDENCE_MAP) are appropriate and expected for a portfolio risk manager. There are no unrelated environment variables, binaries, or config paths requested.
Instruction Scope
Instructions are narrowly focused on producing an IPS, sizing policy, per-ticker risk plans, rebalance plan, and checklist. One minor ambiguity: SKILL.md says to use 'outputs macro/news/valuation if available' and may consume a CONFIDENCE_MAP from an 'equity-valuation-framework' / orchestrator — it does not declare how those data sources are obtained (other skills, internal tools, or external web). This is not a direct security problem but means the agent could invoke other skills or external lookups to enrich recommendations; you should confirm expected data sources and permissions before relying on live external fetching.
Install Mechanism
Instruction-only skill with no install spec and no code files. Nothing is written to disk or downloaded, minimizing installation risk.
Credentials
The skill requests no environment variables, credentials, or config paths. Optional inputs are sensible for the domain (holdings, risk profile, confidence map). No secrets or unrelated service tokens are requested.
Persistence & Privilege
Skill is not marked always:true. agents/openai.yaml sets allow_implicit_invocation: true (permitting implicit invocation) and the skill allows model invocation (disable-model-invocation: false) — these are normal for a user-invocable skill but mean the agent may call this skill automatically when appropriate. There is no evidence the skill modifies other skills or system settings.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install portfolio-risk-manager - After installation, invoke the skill by name or use
/portfolio-risk-manager - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.1
- Removed the "user-invocable: true" field from SKILL.md for improved configuration.
- No user-facing functionality or behavioral changes.
v1.0.0
Initial release: Provides disciplined portfolio management and risk budgeting for Vietnamese stock investors (no margin).
- Introduces a mini IPS and risk budgeting framework to reduce overtrading and promote consistency.
- Converts stock recommendations into conditional (“trigger/invalidation/horizon/confidence”) guidelines, not absolute buy/sell signals.
- Establishes position-sizing policies, including max position weights, starter positions, and cash buffers.
- Outlines clear input requirements, output structure (5 sections), and strict guardrails for user control and transparency.
- Supports monthly cash inflows and enables rebalancing using new funds before portfolio rotation.
- Ensures all actions are based on the user’s confirmed watchlist, highlighting data gaps where needed.
Metadata
Frequently Asked Questions
What is Portfolio Risk Manager?
Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều... It is an AI Agent Skill for Claude Code / OpenClaw, with 1939 downloads so far.
How do I install Portfolio Risk Manager?
Run "/install portfolio-risk-manager" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Portfolio Risk Manager free?
Yes, Portfolio Risk Manager is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Portfolio Risk Manager support?
Portfolio Risk Manager is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Portfolio Risk Manager?
It is built and maintained by Nguyễn Đức Thành (@ndtchan); the current version is v1.0.1.
More Skills