Portfolio Review
xbtlin/ai-berkshire
Reviews an investment portfolio holding by holding and as a whole: position health, concentration, overlap and opportunity cost, from a holdings list or saved portfolio file.
A skill your agent uses when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with…
$ npx skills add aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t184-wealth-management-holding-diagnosis-assistant --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/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t184-wealth-management-holding-diagnosis-assistant .claude/skills/bank-t184-wealth-management-holding-diagnosis-assistant && 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 "bank-t184-wealth-management-holding-diagnosis-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistant into .claude/skills/bank-t184-wealth-management-holding-diagnosis-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t184-wealth-management-holding-diagnosis-assistant", 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/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistantType 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 aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t184-wealth-management-holding-diagnosis-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t184-wealth-management-holding-diagnosis-assistant .agents/skills/bank-t184-wealth-management-holding-diagnosis-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t184-wealth-management-holding-diagnosis-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistant into .agents/skills/bank-t184-wealth-management-holding-diagnosis-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t184-wealth-management-holding-diagnosis-assistant", 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 aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t184-wealth-management-holding-diagnosis-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t184-wealth-management-holding-diagnosis-assistant .cursor/skills/bank-t184-wealth-management-holding-diagnosis-assistant && 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 "bank-t184-wealth-management-holding-diagnosis-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistant into .cursor/skills/bank-t184-wealth-management-holding-diagnosis-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t184-wealth-management-holding-diagnosis-assistant", 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/aifinlab/FinClaw.git --path skills/bank-t184-wealth-management-holding-diagnosis-assistant--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 aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t184-wealth-management-holding-diagnosis-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t184-wealth-management-holding-diagnosis-assistant .gemini/skills/bank-t184-wealth-management-holding-diagnosis-assistant && 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 "bank-t184-wealth-management-holding-diagnosis-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistant into .gemini/skills/bank-t184-wealth-management-holding-diagnosis-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t184-wealth-management-holding-diagnosis-assistant", 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 aifinlab/FinClaw bank-t184-wealth-management-holding-diagnosis-assistantInstalls 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 aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t184-wealth-management-holding-diagnosis-assistant .github/skills/bank-t184-wealth-management-holding-diagnosis-assistant && 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 "bank-t184-wealth-management-holding-diagnosis-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistant into .github/skills/bank-t184-wealth-management-holding-diagnosis-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t184-wealth-management-holding-diagnosis-assistant", 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 aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t184-wealth-management-holding-diagnosis-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t184-wealth-management-holding-diagnosis-assistant .opencode/skills/bank-t184-wealth-management-holding-diagnosis-assistant && 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 "bank-t184-wealth-management-holding-diagnosis-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t184-wealth-management-holding-diagnosis-assistant into .opencode/skills/bank-t184-wealth-management-holding-diagnosis-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t184-wealth-management-holding-diagnosis-assistant", 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.
bank-t184-wealth-management-holding-diagnosis-assistantA skill your agent uses when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with…
Bank T184 Wealth Management Holding Diagnosis Assistant is an agent skill from aifinlab/FinClaw. Use when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with follow-up actions.
Its SKILL.md is about 480 tokens, which your agent loads only when the skill is triggered. The skill folder holds 15 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `assets/templates/communication-points-template.md` and `assets/templates/follow-up-plan-template.md`).
The licence is Apache-2.0.
5 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
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.
Ships 2 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Bank T184 Wealth Management Holding Diagnosis Assistant loads about 480 tokens when it runs, and up to ~1.6k if it reads all its reference files. Until then it costs about 61 tokens; SKILL.md has 78 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.
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); the scripts in this folder are not scanned.
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 78 words, ~480 tokens.
.claude/skills/bank-t184-wealth-management-holding-diagnosis-assistant/SKILL.md (or your agent's skills folder). This skill also uses 11 other files; get the full folder from GitHub.这个 skill 用于银行财富管理场景的“持仓诊断”,目标是把客户画像、持仓结构、收益波动与市场环境串成可解释、可复核、可落地的诊断结论,输出可直接用于客户沟通与内部复盘的诊断简报。
参考视角:以“麦肯锡问题树式诊断 + 资产配置体检报告”的结构组织因果链和行动建议。
scripts/holding_diagnosis.py:解析持仓数据、计算结构与集中度、输出诊断包scripts/run_skill.py:命令行入口,输出 Markdown 或 JSON示例命令:
python scripts/run_skill.py --input assets/example-input.json --format markdownreferences/input-schema.mdreferences/output-schema.mdreferences/diagnosis-framework.mdreferences/holding-risks-checklist.mdreferences/performance-attribution-guide.md© aifinlab, 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
SKILL.md and 11 other files (scripts, references, assets) in skills/bank-t184-wealth-management-holding-diagnosis-assistant of aifinlab/FinClaw.
Open the folder on GitHubat commit 9e62862
Bank T184 Wealth Management Holding Diagnosis Assistant 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 |
|---|---|---|---|---|---|---|
| Bank T184 Wealth Management Holding Diagnosis Assistant this skillaifinlab/FinClaw | 255 | — | ~480 | Automated safety check: Pass | Apache-2.0 | |
| Portfolio Reviewxbtlin/ai-berkshire | 17k | — | ~1.2k | Automated safety check: Pass | MIT | |
| Diagnose Gatewayopenclaw/openclaw | 392k | — | ~670 | Automated safety check: Pass | MIT | |
| Portfolioanthropics/claude-for-legal | 9.6k | 3 repos | ~5.3k | Automated safety check: Pass | Apache-2.0 | |
| Diagnosegithub/awesome-copilot | 40k | 1 repos | ~1k | Automated safety check: Pass | MIT | |
| Trader Portfolioruvnet/ruflo | 74k | — | ~475 | Automated safety check: Notes | MIT |
xbtlin/ai-berkshire
Reviews an investment portfolio holding by holding and as a whole: position health, concentration, overlap and opportunity cost, from a holdings list or saved portfolio file.
openclaw/openclaw
Diagnose Gateway, config, secrets, channels, and port failures with read-only one-liners.
anthropics/claude-for-legal
Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations.
github/awesome-copilot
Perform a systematic diagnostic scan of an AI workflow across 5 quality dimensions — prompt quality, context efficiency, tool health, architecture fitness, and safety — producing a scored report…
ruvnet/ruflo
Optimize portfolio allocation using npx neural-trader mean-variance engine with risk constraints and rebalancing plan
davila7/claude-code-templates
Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.
aifinlab/FinClaw
A skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management…
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate-risk monitoring assistant for enterprise litigation/penalty/enforcement scanning (处罚/诉讼/被执行/失信等).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate client operating-volatility monitoring assistant (经营监测/指标波动/预警解释).
aifinlab/FinClaw
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit approval-opinion drafting assistant (审批意见/条款建议/有条件同意).
A skill your agent uses when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with…. Bank T184 Wealth Management Holding Diagnosis Assistant is an agent skill from aifinlab/FinClaw. Use when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with follow-up actions.
Bank T184 Wealth Management Holding Diagnosis Assistant fits situations like: A wealth manager needs to diagnose a client portfolio; explain performance drivers and concentration risks; produce a compliant holding-diagnosis brief with follow-up actions.
Run `npx skills add aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a claude-code`. Or copy the skill folder (skills/bank-t184-wealth-management-holding-diagnosis-assistant in aifinlab/FinClaw) into .claude/skills/bank-t184-wealth-management-holding-diagnosis-assistant in your project. Claude Code loads it when a task matches its description.
Run `npx skills add aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a codex`. Or copy the skill folder (skills/bank-t184-wealth-management-holding-diagnosis-assistant in aifinlab/FinClaw) into .agents/skills/bank-t184-wealth-management-holding-diagnosis-assistant in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t184-wealth-management-holding-diagnosis-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t184-wealth-management-holding-diagnosis-assistant, .gemini/skills/bank-t184-wealth-management-holding-diagnosis-assistant, .github/skills/bank-t184-wealth-management-holding-diagnosis-assistant and .opencode/skills/bank-t184-wealth-management-holding-diagnosis-assistant in your project.
Going by SKILL.md and its folder, Bank T184 Wealth Management Holding Diagnosis Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
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.
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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
Bank T184 Wealth Management Holding Diagnosis Assistant 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.
About 480 tokens (SKILL.md is roughly 1.9k 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 1.2k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Bank T184 Wealth Management Holding Diagnosis Assistant: Portfolio Review (xbtlin/ai-berkshire, 17k stars), Diagnose Gateway (openclaw/openclaw, 392k stars), Portfolio (anthropics/claude-for-legal, 9.6k stars) and Diagnose (github/awesome-copilot, 40k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.