Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
Install Portfolio Optimizer
$ npx skills add CoWork-OS/CoWork-OS --skill portfolio-optimizer -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install CoWork-OS/CoWork-OS portfolio-optimizer --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/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .claude/skills && cp -r skills-src/resources/skills/portfolio-optimizer .claude/skills/portfolio-optimizer && 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 "portfolio-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizer into .claude/skills/portfolio-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-optimizer", 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/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizerType 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 CoWork-OS/CoWork-OS --skill portfolio-optimizer -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install CoWork-OS/CoWork-OS portfolio-optimizer --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .agents/skills && cp -r skills-src/resources/skills/portfolio-optimizer .agents/skills/portfolio-optimizer && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "portfolio-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizer into .agents/skills/portfolio-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-optimizer", 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 CoWork-OS/CoWork-OS --skill portfolio-optimizer -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install CoWork-OS/CoWork-OS portfolio-optimizer --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/resources/skills/portfolio-optimizer .cursor/skills/portfolio-optimizer && 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 "portfolio-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizer into .cursor/skills/portfolio-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-optimizer", 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/CoWork-OS/CoWork-OS.git --path resources/skills/portfolio-optimizer--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 CoWork-OS/CoWork-OS --skill portfolio-optimizer -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install CoWork-OS/CoWork-OS portfolio-optimizer --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/resources/skills/portfolio-optimizer .gemini/skills/portfolio-optimizer && 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 "portfolio-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizer into .gemini/skills/portfolio-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-optimizer", 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 CoWork-OS/CoWork-OS portfolio-optimizerInstalls 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 CoWork-OS/CoWork-OS --skill portfolio-optimizer -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .github/skills && cp -r skills-src/resources/skills/portfolio-optimizer .github/skills/portfolio-optimizer && 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 "portfolio-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizer into .github/skills/portfolio-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-optimizer", 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 CoWork-OS/CoWork-OS --skill portfolio-optimizer -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install CoWork-OS/CoWork-OS portfolio-optimizer --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/resources/skills/portfolio-optimizer .opencode/skills/portfolio-optimizer && 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 "portfolio-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/portfolio-optimizer into .opencode/skills/portfolio-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-optimizer", 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
portfolio-optimizer- GitHub stars
- 477
- Token cost
- ~742 tokens
- SKILL.md length
- 276 words
- Files
- 3 (incl. scripts, references)
- Skills in repo
- 46
- Repo updated
- First seen
- Licence
- MIT
At a glance
Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
- Business, Finance & HR work in your project
- SKILL.md covers Purpose, Routing, Trigger Examples and Parameters, plus 1 more section
What it does
Portfolio Optimizer is an agent skill from CoWork-OS/CoWork-OS. Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
Its SKILL.md is about 740 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts and reference files (for example `references/full-guidance.md`).
It sits in Business, Finance & HR. The repository describes itself as: Local-first personal agentic OS and everything app for coding, knowledge work, web design, automations, and artifacts. The licence is MIT.
When your agent uses it
- Business, Finance & HR work in your project
Example prompts
- “/portfolio-optimizer”
What it can do on your machine
Read from SKILL.md and the folder at commit 0ace02b. 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
Ships 1 file in scripts/, which the agent can run.
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
Portfolio Optimizer loads about 742 tokens when it runs, and up to ~2.9k if it reads all its reference files. Until then it costs about 44 tokens; SKILL.md has 276 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); the scripts in this folder are not scanned.
SKILL.md
The full file from CoWork-OS/CoWork-OS at commit 0ace02b, republished under its MIT licence (© CoWork-OS). 276 words, ~742 tokens.
Download SKILL.mdSave it as
.claude/skills/portfolio-optimizer/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.- name
- portfolio-optimizer
- description
- Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
- version
- 1.0.0
- metadata.author
- CoWork OS Contributors <info@coworkosapp.com>
Portfolio Optimizer
Purpose
Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
Routing
- Use when: Use when the user asks about portfolio optimization, asset allocation, efficient frontier, Markowitz optimization, Black-Litterman, risk parity, diversification, rebalancing, or optimal portfolio construction.
- Do not use when: Do not use when the request is about individual stock analysis, financial modeling, risk metrics only (use Risk Analyzer), or tax planning.
- Outputs: Outcome from Portfolio Optimizer: optimized asset allocation with weights, expected return, risk metrics, efficient frontier positioning, and rebalancing recommendations.
- Success criteria: Returns specific allocation weights, portfolio expected return and risk, Sharpe ratio, comparison to current allocation, and actionable rebalancing steps.
Trigger Examples
Positive
- Use the portfolio-optimizer skill for this request.
- Help me with portfolio optimizer.
- Use when the user asks about portfolio optimization, asset allocation, efficient frontier, Markowitz optimization, Black-Litterman, risk parity, diversification, rebalancing, or optimal portfolio construction.
- Portfolio Optimizer: provide an actionable result.
Negative
- Do not use when the request is about individual stock analysis, financial modeling, risk metrics only (use Risk Analyzer), or tax planning.
- Do not use portfolio-optimizer for unrelated requests.
- This request is outside portfolio optimizer scope.
- This is conceptual discussion only; no tool workflow is needed.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
| holdings | string | Yes | Current portfolio holdings and weights (e.g., SPY 40%, AGG 30%, GLD 10%, VWO 20%) |
| objective | select | Yes | Optimization objective |
| question | string | Yes | Your specific optimization question |
| constraints | string | No | Portfolio constraints (e.g., long-only, max 25% per position, no emerging markets) |
| targetReturn | string | No | Target annual return for optimization (e.g., 8%) |
Runtime Prompt
- Current runtime prompt length: 1094 characters.
- Runtime prompt is defined directly in
../portfolio-optimizer.json.
© CoWork-OS, MIT. 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 (scripts, references) in resources/skills/portfolio-optimizer of CoWork-OS/CoWork-OS.
- SKILL.md
- references/full-guidance.md
- scripts/.gitkeep
Open the folder on GitHubat commit 0ace02b
Compare with similar skills
Portfolio Optimizer 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 |
|---|---|---|---|---|---|---|
| Portfolio Optimizer this skillCoWork-OS/CoWork-OS | 477 | — | ~742 | Automated safety check: Pass | MIT | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Portfolio Optimizer
What does Portfolio Optimizer do?
Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints. Portfolio Optimizer is an agent skill from CoWork-OS/CoWork-OS. Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
When should I use Portfolio Optimizer?
Portfolio Optimizer fits situations like: business, Finance & HR work in your project.
How do I install Portfolio Optimizer in Claude Code?
Run `npx skills add CoWork-OS/CoWork-OS --skill portfolio-optimizer -a claude-code`. Or copy the skill folder (resources/skills/portfolio-optimizer in CoWork-OS/CoWork-OS) into .claude/skills/portfolio-optimizer in your project. Claude Code loads it when a task matches its description.
How do I install Portfolio Optimizer in Codex?
Run `npx skills add CoWork-OS/CoWork-OS --skill portfolio-optimizer -a codex`. Or copy the skill folder (resources/skills/portfolio-optimizer in CoWork-OS/CoWork-OS) into .agents/skills/portfolio-optimizer in your project. Codex loads it when a task matches its description.
Can I use Portfolio Optimizer 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 CoWork-OS/CoWork-OS --skill portfolio-optimizer -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/portfolio-optimizer, .gemini/skills/portfolio-optimizer, .github/skills/portfolio-optimizer and .opencode/skills/portfolio-optimizer in your project.
What does Portfolio Optimizer need to run?
SKILL.md names no scripts, command-line tools or credentials: Portfolio Optimizer is instructions for the agent only.
Does Portfolio Optimizer 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 Portfolio Optimizer 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Portfolio Optimizer use?
Portfolio Optimizer is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Portfolio Optimizer use?
About 742 tokens (SKILL.md is roughly 3k 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 2.1k tokens, read only when the agent opens those files.
What are the alternatives to Portfolio Optimizer?
Skills that share tags, products or a category with Portfolio Optimizer: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Portfolio Optimizer?
CoWork-OS (a GitHub organization) maintains it in CoWork-OS/CoWork-OS, which has 477 GitHub stars. The repository holds 46 skills in this directory. The repository was last updated on October 9, 2026.
Source: CoWork-OS/CoWork-OS on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.