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Portfolio Monitor checks the health of your holdings. It looks across your portfolio, not at one stock, and tells you where the risks are: concentration, exposure, names that have drifted from your thesis, and anything that needs attention.

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Framework

A Skill is not a prompt — it is a repeatable capability built on a specific, citable framework and run as real code. Portfolio Monitor is grounded in Markowitz mean-variance theory: it runs a covariance-based risk decomposition to reveal each holding’s true contribution to total portfolio risk. That contribution is driven by volatility and correlation, not by position weight alone, so a small holding correlated with everything else can carry more risk than its size suggests. Because this runs as real code, the risk attribution is reproducible rather than a free-form judgment.

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When to use it

  • Reviewing whether your portfolio is too concentrated
  • Understanding your risk and sector exposure
  • Finding holdings that no longer fit your strategy
  • Doing a periodic health check on positions

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What it does

Portfolio Monitor pulls your current positions and analyzes them as a whole: concentration by position and sector, risk exposure, diversification, and how each holding stands relative to your strategy. It uses the portfolio context attached to your Agent, and it can weigh holdings against the rules in your Playbook.

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Prompt template

Review my portfolio. Check concentration, sector and risk exposure, diversification, and flag any holdings that need attention or no longer fit my strategy.

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Example

Do a health check on my portfolio. Am I too concentrated anywhere? What are my biggest risks, and which positions should I reconsider?

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Tips

  • Keep your Playbook current. Portfolio Monitor is sharper when it knows your risk rules and position-sizing limits; those live in the Playbook.
  • Run it on a schedule. A monthly or weekly portfolio review makes a good scheduled task. See Portfolio risk check patterns under scheduled tasks.
  • Act on the concentration flags. The most common finding is hidden concentration, several positions exposed to the same driver. Ask the Agent to map that overlap.