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Portfolio Review

Reviews your stock holdings for concentration, correlation, opportunity cost and stress scenarios, then suggests rebalancing.

Source Download skill
Repository
xbtlin/ai-berkshire
Stars
16,982
Licence
MIT
Files
1 file

What it does

When you give it a list of your holdings and their weights (or share counts and buy prices), the agent parses the portfolio, looks up current prices and valuation figures through web search, and writes a structured review. The review covers how concentrated the portfolio is, hidden links between holdings, whether each position is still worth holding compared with cash, rough stress-test outcomes, and specific buy, trim or hold suggestions. It is written in Chinese and follows an investing style based on Buffett and Li Lu's ideas. It is analysis support, not a personal financial adviser.

Great for

  • Individual investors who hold a handful of stocks and want a structured second look at their mix
  • Investors who already follow value-investing principles and want a checklist-style review each quarter
  • Chinese-speaking investors reviewing Hong Kong, US or China-listed holdings

Skip it if

  • Anyone who needs regulated financial advice or a guaranteed-accurate valuation; the skill relies on web search results and its own estimates, which can be wrong or stale
  • Decisions made on the output alone without checking the figures yourself, since the skill itself says some data may be low confidence
  • Users who want stock picks: the skill explicitly avoids recommending individual stocks and redirects to other research skills

Try asking

  • “Review my portfolio: Tencent 30%, Meituan 20%, Kweichow Moutai 20%, NVIDIA 15%, cash 15%”
  • “Check concentration and hidden correlation risk in my current holdings”
  • “Run a stress test on my portfolio for a US-China conflict scenario”
  • “Should I trim my weakest position or hold cash instead, based on opportunity cost?”
Step-by-step guide: how to use Portfolio ReviewInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    portfolio-review.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip portfolio-review.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip portfolio-review.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give exact share counts and cost prices if you have them, so gains, losses and weights are calculated rather than estimated.
  • Treat the output as a checklist to challenge, and verify key valuation numbers against a primary source such as company filings before acting.
  • Save your portfolio to reports/portfolio-latest.md so later reviews can compare against prior decisions.

What's inside

  • SKILL.md

Redistributed unmodified from xbtlin/ai-berkshire under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.