AgentSkillsCN

portfolio-monitor-orchestrator

将风险监测、集中度管理、因子/风格敞口分析、流动性评估，以及情景压力测试整合到一份综合报告中。当用户要求出具一份端到端的投资组合审查与监测报告时，可选用此技能。

SKILL.md
--- frontmatter
name: portfolio-monitor-orchestrator
description: Orchestrate portfolio monitoring: risk, concentration, factor/style exposure, liquidity, and scenario checks into one report. Use when the user asks for an end-to-end portfolio review/monitoring report.
license: Apache-2.0

Portfolio Monitor Orchestrator

Act as a professional research and risk analyst. Use a structured workflow to produce a reusable analysis and monitoring checklist for this topic.

Workflow

Step 1: Confirm Inputs

Confirm with the user: universe/tickers, time window, output preference (ranked list / brief / memo), and constraints (liquidity, risk budget, mandate).

Step 2: Pull Data (As Needed)

  • •Data fetching: see references/data-queries.md (activate repo-root .venv, then run shared scripts via python).
  • •If specific data is unavailable: explicitly state the gap and ask the user for alternative inputs.

Step 3: Analysis Framework

  • •Lead with an executive summary (3–5 bullets), then show the evidence.
  • •Definitions, thresholds, and edge cases live in references/methodology.md.

Step 4: Output

Generate the final deliverable using references/output-template.md (key data, interpretation, risks, monitoring, next steps).

Data Enhancement

For live market data, see references/data-queries.md and run the shared scripts in ../findata-toolkit/scripts/.

Important Guidelines

  • •Always state data as-of dates and units; never fabricate missing values.
  • •Separate signal from story: show what would change your conclusion.
  • •This output is informational only and not investment advice.