portfolio-manager

SKILLWorkflowcommunity
v0.0.0ntaffziiMITUpdated 1mo agoSource →

Use this skill for a periodic (weekly/monthly) review checklist of a long-term core portfolio — concentration limits, rebalance triggers, and dividend/ETF-specific checks. Trigger on "portfolio review", "rebalance", "concentration check", "core portfolio", "weekly portfolio review". This skill struc

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4Repo stars
1Clients
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1mo agoLast update
Skill
Authorntaffzii
Version0.0.0
LicenseMIT
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
Cursor—
Copilot—
ChatGPT—
Gemini—
About

Use this skill for a periodic (weekly/monthly) review checklist of a long-term core portfolio — concentration limits, rebalance triggers, and dividend/ETF-specific checks. Trigger on "portfolio review", "rebalance", "concentration check", "core portfolio", "weekly portfolio review". This skill structures a review process; it does not fetch live prices or execute trades.

Keywords
skillclaude

No dependency coverage

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