Longbridge Research
helsome/folio
Institution ratings, consensus price targets, EPS/revenue forecasts, finance calendar, shareholder data, fund holders, insider trades (SEC Form 4), short interest, industry rankings, peer group…
position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing
Install Position Sizing
$ npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence position-sizing --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .claude/skills/position-sizing && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "position-sizing" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing into .claude/skills/position-sizing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "position-sizing", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence position-sizing --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .agents/skills/position-sizing && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "position-sizing" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing into .agents/skills/position-sizing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "position-sizing", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence position-sizing --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .cursor/skills/position-sizing && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "position-sizing" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing into .cursor/skills/position-sizing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "position-sizing", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/agentii-ai/agentii-investment-intelligence.git --path plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence position-sizing --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .gemini/skills/position-sizing && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "position-sizing" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing into .gemini/skills/position-sizing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "position-sizing", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install agentii-ai/agentii-investment-intelligence position-sizingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .github/skills/position-sizing && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "position-sizing" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing into .github/skills/position-sizing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "position-sizing", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence position-sizing --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .opencode/skills/position-sizing && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "position-sizing" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing into .opencode/skills/position-sizing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "position-sizing", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
position-sizing- GitHub stars
- 207
- Token cost
- ~871 tokens
- SKILL.md length
- 298 words
- Files
- 3 (incl. references)
- Skills in repo
- 79
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing
- Works in 3 steps: Strategy Framework — apply L3 frameworks… → Analogue Retrieval — query historical… → Quantitative Analysis — compute relevant…
- Tasks that involve Budgeting and forecasting
- SKILL.md covers Defaults, Preflight, Methodology and Preflight, plus 11 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Position Sizing is an agent skill from agentii-ai/agentii-investment-intelligence. position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing
Its SKILL.md is about 870 tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files, including reference files (for example `references/knowledge-frameworks.md` and `references/modes.md`).
It sits in Business, Finance & HR, covering Budgeting and forecasting. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.
When your agent uses it
- Tasks that involve Budgeting and forecasting
Example prompts
- “/position-sizing”
Workflow steps
3 steps, taken from the first numbered list in SKILL.md.
- Strategy Framework — apply L3 frameworks from references/knowledge-frameworks.md
- Analogue Retrieval — query historical cases matching the strategy pattern
- Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks
What it can do on your machine
Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Position Sizing loads about 871 tokens when it runs, and up to ~1.2k if it reads all its reference files. Until then it costs about 51 tokens; SKILL.md has 298 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 298 words, ~871 tokens.
Download SKILL.mdSave it as
.claude/skills/position-sizing/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.- name
- position-sizing
- description
- position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing
- multi_ticker_semantics
- target_with_optional_peers
- temporal_scope.default_quarters
- 8
- temporal_scope.max_quarters
- 20
- temporal_scope.description
- 8 quarters for portfolio construction; 20 for strategy backtesting.
- retrieval_scope
- structured_only
- min_tool_diversity
- 4
- parameter_free
- true
Defaults
| Parameter | Default Value | Rationale |
|---|---|---|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
Preflight
Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
Query knowledge entries for relevant frameworks; query search_by_analogue for historical cases.
Temporal Scope
See frontmatter temporal_scope block.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
See ## Protocol section below.
Position Sizing
Portfolio strategy analysis powered by spec 037 L3 knowledge base.
Preflight
Run the canonical pre-flight sequence. See contracts/preflight.md.
Data Source Priority
- Knowledge entries (L3 strategy frameworks) → 2.
search_by_analoguefor strategy cases → 3. XBRL facts (position/portfolio context)
Protocol
- Strategy Framework — apply L3 frameworks from
references/knowledge-frameworks.md - Analogue Retrieval — query historical cases matching the strategy pattern
- Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
Query gold.knowledge_entries for frameworks; query search_by_analogue for historical cases.
Temporal Scope
See frontmatter temporal_scope.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
See ## Protocol section below.
Output File
{ticker}/{YYYY-MM-DD_HHMM}_position-sizing_{affix}.md
Output Structure
- Executive Summary — key findings in 2-3 sentences
- Framework Analysis — applied frameworks with specific findings
- Quantitative Metrics — relevant calculations and benchmarks
- Historical Analogues — matched cases with citations
- Risk Assessment — key risk factors and mitigants
- Coverage Gaps — data limitations and degraded flags
- Executive Summary 2. Strategy Framework 3. Quantitative Analysis 4. Historical Analogues 5. Risk Assessment 6. Scenarios
Error Handling
| No L3 frameworks available | Proceed with standard analysis; flag knowledge_coverage: degraded |
Final Summary (TUI)
Include ### Key Citations block (0–10 /v/ URLs).
Memory Load
Load prior context before retrieval. See contracts/memory-load.md.
Snapshot
Post-session synthesis. See contracts/snapshot-synthesis.md.
Output Frontmatter
Structured output per contracts/output-frontmatter-schema.md.
References
references/knowledge-frameworks.md, contracts/citation-and-memory.md
© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 2 other files (references) in plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing of agentii-ai/agentii-investment-intelligence.
- SKILL.md
- references/knowledge-frameworks.md
- references/modes.md
Open the folder on GitHubat commit 86980e1
Compare with similar skills
Position Sizing next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Position Sizing this skillagentii-ai/agentii-investment-intelligence | 207 | — | ~871 | Automated safety check: Pass | Apache-2.0 | |
| Longbridge Researchhelsome/folio | 269 | 3 repos | ~2.1k | Automated safety check: Pass | MIT | |
| Cre Asset Managementahacker-1/cre-agent-skills | 113 | 1 repos | ~1.8k | Automated safety check: Pass | Apache-2.0 | |
| Bet SizingJoelLewis/finance_skills | 205 | — | ~2.5k | Automated safety check: Pass | MIT | |
| Dd LogsDataDog/pup | 1k | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | |
| Cash Flow ForecastWellApp-ai/Well | 345 | — | ~567 | Automated safety check: Pass | MIT |
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Questions about Position Sizing
What does Position Sizing do?
position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing. Position Sizing is an agent skill from agentii-ai/agentii-investment-intelligence.
When should I use Position Sizing?
Position Sizing fits situations like: tasks that involve Budgeting and forecasting.
How do I install Position Sizing in Claude Code?
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing in agentii-ai/agentii-investment-intelligence) into .claude/skills/position-sizing in your project. Claude Code loads it when a task matches its description.
How do I install Position Sizing in Codex?
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a codex`. Or copy the skill folder (plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing in agentii-ai/agentii-investment-intelligence) into .agents/skills/position-sizing in your project. Codex loads it when a task matches its description.
Can I use Position Sizing in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill position-sizing -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/position-sizing, .gemini/skills/position-sizing, .github/skills/position-sizing and .opencode/skills/position-sizing in your project.
What does Position Sizing need to run?
SKILL.md names no scripts, command-line tools or credentials: Position Sizing is instructions for the agent only.
Does Position Sizing access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Position Sizing safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Position Sizing use?
Position Sizing is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Position Sizing use?
About 871 tokens (SKILL.md is roughly 3.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 360 tokens, read only when the agent opens those files.
What are the alternatives to Position Sizing?
Skills that share tags, products or a category with Position Sizing: Longbridge Research (helsome/folio, 269 stars), Cre Asset Management (ahacker-1/cre-agent-skills, 113 stars), Bet Sizing (JoelLewis/finance_skills, 205 stars) and Dd Logs (DataDog/pup, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Position Sizing?
agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.
Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.