portfolio-risk - SKILL.md Agent Skill

name: portfolio-risk description: >- Analyze portfolio risk — technical indicators, sentiment shifts, insider alerts, ESG scores, and volatility metrics. Use when the user asks about portfolio risk, wants to assess holdings, or needs risk/reward analysis. version: 0.4.0

Skill: portfolio-risk

Purpose

Perform multi-dimensional risk analysis on a portfolio or individual holdings using EODHD data — combining technical indicators, sentiment analysis, insider activity signals, and fundamental risk metrics.

Trigger

Activate when the user asks for:

Portfolio risk analysis or assessment
Risk/reward evaluation of holdings
Volatility analysis or drawdown risk
Insider selling alerts for portfolio positions
Sentiment shifts or deterioration for holdings
Concentration risk or sector exposure analysis

Workflow

Get portfolio — confirm ticker list and optional weights
Fetch price history — eod for each holding (6-12 months)
Calculate risk metrics — returns, volatility, max drawdown, correlation
Fetch technicals — technical for RSI, Bollinger Bands, ATR per holding
Fetch sentiment — sentiment for each holding (recent trend)
Fetch insider activity — insider-transactions for each holding
Fetch fundamentals — fundamentals for debt ratios, beta, sector allocation
Compile risk report

Output Structure

Portfolio Risk Analysis — [Date]

Portfolio Composition

Ticker	Weight	Sector	Market Cap

Risk Metrics

Metric	Portfolio	Benchmark (S&P)
Annualized Volatility	—	—
Max Drawdown (12M)	—	—
Beta	—	—
Sharpe Ratio	—	—

Per-Holding Risk Signals

Ticker	RSI	Bollinger %B	ATR%	Sentiment	Insider Net

Risk Alerts

Overbought/oversold signals (RSI > 70 or < 30)
Negative sentiment trends
Significant insider selling
High concentration in single sector/stock
Elevated volatility vs historical norms

Sector Exposure

Sector	Weight	Count

Recommendations

Diversification suggestions
Hedging considerations
Positions requiring attention

This is not financial advice. Data is for informational purposes only.

Endpoints Used

Endpoint	Purpose	Cost
`eod`	Price history for returns	1 call/ticker
`technical`	RSI, Bollinger, ATR	5 calls/ticker
`sentiment`	Sentiment scores	5 + 5/ticker
`insider-transactions`	Insider activity	1 call/ticker
`fundamentals`	Beta, debt, sector	10 calls/ticker

References

../eodhd-api/references/endpoints/technical-indicators.md
../eodhd-api/references/endpoints/sentiment-data.md
../eodhd-api/references/endpoints/insider-transactions.md
../eodhd-api/references/endpoints/fundamentals-data.md
../eodhd-api/references/endpoints/historical-stock-prices.md