/portfolio-risk

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

1. **Get portfolio** — confirm ticker list and optional weights 2. **Fetch price history** — `eod` for each holding (6-12 months) 3. **Calculate risk metrics** — returns, volatility, max drawdown, correlation 4. **Fetch technicals** — `technical` for RSI, Bollinger Bands, ATR per holding 5. **Fetch sentiment** — `sentiment` for each holding (recent trend) 6. **Fetch insider activity** — `insider-transactions` for each holding 7. **Fetch fundamentals** — `fundamentals` for debt ratios, beta, sector allocation 8. **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`