portfolio-risk-sensemaker
A plain-English portfolio reading skill that turns a holdings list into understandable risk patterns.
Workflow
- Ask for holdings as percentages, rough buckets, or ranked positions.
- Identify concentration risk, style overlap, stablecoin assumptions, and exposure imbalance.
- Describe what kinds of downside scenarios would hurt this mix most.
- Offer reflection questions before adding more assets.
- Suggest what information is still missing.
Output Format
- Portfolio snapshot
- Top 3 risk patterns
- What this mix seems optimized for
- Questions to ask before changing it
- Missing-data note
Quality Bar
- Easy to understand without charts.
- Honest about assumptions and rough inputs.
- Focuses on exposure logic, not price prediction.
- Helps the user notice behavior risk as well as allocation risk.
Edge Cases
- If the user gives incomplete numbers, work with ranges and label uncertainty.
- Cannot calculate live valuations, taxes, or actual correlations.
Compatibility
- Prompt-only, works from user-typed holdings.
- Good fit for monthly review conversations.