Writing Livekit Scenarios
livekit-examples/agent-starter-python
Creates and maintains the scenarios a LiveKit agent simulation runs, and wires the agent to consume them.
Diagnose risks and inefficiencies in an existing investment portfolio.
Install Portfolio Health Check
$ npx skills add Geeksfino/finskills --skill portfolio-health-check -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills portfolio-health-check --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/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/US-market/portfolio-health-check .claude/skills/portfolio-health-check && 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-health-check" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check into .claude/skills/portfolio-health-check/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-health-check", 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/Geeksfino/finskills/tree/main/US-market/portfolio-health-checkType 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 Geeksfino/finskills --skill portfolio-health-check -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills portfolio-health-check --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/US-market/portfolio-health-check .agents/skills/portfolio-health-check && 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-health-check" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check into .agents/skills/portfolio-health-check/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-health-check", 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 Geeksfino/finskills --skill portfolio-health-check -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills portfolio-health-check --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/US-market/portfolio-health-check .cursor/skills/portfolio-health-check && 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-health-check" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check into .cursor/skills/portfolio-health-check/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-health-check", 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/Geeksfino/finskills.git --path US-market/portfolio-health-check--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 Geeksfino/finskills --skill portfolio-health-check -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills portfolio-health-check --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/US-market/portfolio-health-check .gemini/skills/portfolio-health-check && 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-health-check" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check into .gemini/skills/portfolio-health-check/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-health-check", 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 Geeksfino/finskills portfolio-health-checkInstalls 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 Geeksfino/finskills --skill portfolio-health-check -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/US-market/portfolio-health-check .github/skills/portfolio-health-check && 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-health-check" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check into .github/skills/portfolio-health-check/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-health-check", 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 Geeksfino/finskills --skill portfolio-health-check -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install Geeksfino/finskills portfolio-health-check --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/US-market/portfolio-health-check .opencode/skills/portfolio-health-check && 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-health-check" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check into .opencode/skills/portfolio-health-check/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-health-check", 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-health-check- GitHub stars
- 282
- Token cost
- ~1.7k tokens
- SKILL.md length
- 751 words
- Files
- 4 (incl. references)
- Skills in repo
- 30
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
Diagnose risks and inefficiencies in an existing investment portfolio.
- Works in 8 steps: Ingest the Portfolio → Concentration Analysis → Correlation Cluster Detection → …
- The user asks to review
- SKILL.md covers Workflow, Data Enhancement and Important Guidelines
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Portfolio Health Check is an agent skill from Geeksfino/finskills. Diagnose risks and inefficiencies in an existing investment portfolio. Use when the user asks to review, audit, or stress-test their current holdings, evaluate portfolio concentration, check factor exposures, assess correlation risks, identify hidden tilts, or get actionable improvement suggestions for a portfolio they already own.
Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/diagnostic-framework.md` and `references/output-template.md`).
It sits in Testing & QA, covering Load testing. The repository describes itself as: Financial engineering and risk/compliance skills for agents. The licence is Apache-2.0.
When your agent uses it
- The user asks to review
- Stress-test their current holdings
- Evaluate portfolio concentration
- Check factor exposures
Example prompts
- “/portfolio-health-check”
Workflow steps
8 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 8722415. 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
Portfolio Health Check loads about 1.7k tokens when it runs, and up to ~5.2k if it reads all its reference files. Until then it costs about 89 tokens; SKILL.md has 751 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 Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 751 words, ~1,709 tokens.
Download SKILL.mdSave it as
.claude/skills/portfolio-health-check/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- portfolio-health-check
- description
- Diagnose risks and inefficiencies in an existing investment portfolio. Use when the user asks to review, audit, or stress-test their current holdings, evaluate portfolio concentration, check factor exposures, assess correlation risks, identify hidden tilts, or get actionable improvement suggestions for a portfolio they already own.
- license
- Apache-2.0
Portfolio Health Check
Act as a portfolio risk diagnostician. Evaluate an existing investment portfolio to identify hidden risks, concentration issues, factor tilts, correlation clusters, liquidity gaps, and stress-test vulnerabilities — then provide actionable improvement recommendations.
Workflow
Step 1: Ingest the Portfolio
Collect the user's current holdings:
| Input | Required | Format |
|---|---|---|
| Holdings list | Yes | Ticker + shares/dollars or percentages |
| Cash position | Yes | Dollar amount or percentage |
| Account type | No | Taxable / IRA / 401(k) / Mixed |
| Benchmark | No | Default: S&P 500 (SPY) |
| Risk tolerance | No | Conservative / Moderate / Aggressive |
| Time horizon | No | Years |
If the user provides incomplete data, ask clarifying questions. Normalize all positions to percentages of total portfolio value.
Step 2: Concentration Analysis
Assess concentration at multiple levels. See references/diagnostic-framework.md for thresholds.
| Dimension | What to Check | Red Flag |
|---|---|---|
| Single-stock | Any position > 10% of portfolio | > 15% is severe |
| Top-5 concentration | Combined weight of top 5 positions | > 50% is high |
| Sector | GICS sector weights vs benchmark | Any sector > 30% |
| Geography | US / International / EM split | > 90% single-country |
| Market cap | Large / Mid / Small / Micro | > 85% single segment |
| Asset class | Equity / Fixed income / Alternatives / Cash | > 90% single class |
| Style | Growth vs Value tilt | > 75% single style |
Step 3: Correlation Cluster Detection
Identify groups of holdings that move together:
- Estimate pairwise correlations among all equity positions
- Identify correlation clusters — groups of 3+ holdings with average pairwise correlation > 0.7
- Calculate the effective diversification ratio — how many truly independent bets the portfolio contains
- Flag positions that appear diversified by name/sector but are actually highly correlated
Step 4: Factor Exposure Analysis
Decompose the portfolio into factor exposures:
| Factor | Metric | Benchmark Neutral |
|---|---|---|
| Market beta | Portfolio beta vs S&P 500 | 1.0 |
| Value | Weighted avg P/E, P/B | Benchmark average |
| Growth | Weighted avg revenue/earnings growth | Benchmark average |
| Size | Weighted avg market cap | Benchmark median |
| Momentum | Weighted avg 12-1 month return | Benchmark average |
| Quality | Weighted avg ROE, debt/equity | Benchmark average |
| Volatility | Weighted avg realized vol | Benchmark average |
| Dividend yield | Weighted avg yield | Benchmark average |
Flag any factor exposure that deviates > 1 standard deviation from the benchmark.
Step 5: Risk Metrics
Calculate portfolio-level risk metrics:
| Metric | Description |
|---|---|
| Portfolio volatility | Annualized standard deviation |
| Beta | Sensitivity to benchmark |
| Tracking error | Volatility of active returns vs benchmark |
| Active share | Percentage of portfolio differing from benchmark |
| Value at Risk (95%) | 1-year loss at 95% confidence |
| Expected shortfall (CVaR) | Average loss beyond VaR |
| Maximum drawdown estimate | Based on historical allocation analysis |
| Sharpe ratio estimate | Expected excess return / volatility |
| Sortino ratio estimate | Excess return / downside deviation |
Step 6: Stress Testing
Run the portfolio through historical stress scenarios. See references/diagnostic-framework.md for scenario details.
| Scenario | Period | Key Characteristics |
|---|---|---|
| Global Financial Crisis | 2007–2009 | Credit freeze, equity -55%, correlations spike |
| COVID Crash | Feb–Mar 2020 | Rapid -34%, V-shaped recovery |
| 2022 Rate Shock | 2022 | Bonds & stocks fall together, growth crushed |
| Dot-Com Bust | 2000–2002 | Tech -78%, value outperforms |
| Inflation Shock | 1973–1974 | Stagflation, broad equity -45% |
For each scenario, estimate portfolio impact and recovery timeline.
Show full SKILL.md (277 more words)Show less
Step 7: Liquidity Assessment
Evaluate portfolio liquidity:
| Metric | What to Check |
|---|---|
| Days to liquidate | How long to exit each position at 20% of average daily volume |
| Illiquid positions | Holdings where full exit takes > 5 trading days |
| Bid-ask spreads | Positions with typically wide spreads |
| Concentration in illiquid names | Percentage of portfolio in low-volume stocks |
Step 8: Diagnosis and Recommendations
Synthesize findings into a health report. Format per references/output-template.md:
- Health Score — 0–100 composite score across all dimensions
- Critical Issues — Problems requiring immediate attention
- Warnings — Issues to monitor or address opportunistically
- Strengths — What the portfolio does well
- Improvement Actions — Prioritized, specific recommendations with rationale
- Rebalancing Suggestions — Concrete trades to improve the portfolio
Data Enhancement
For live market data to support this analysis, use the FinData Toolkit skill (findata-toolkit-us). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.
Important Guidelines
- Diagnose, don't reconstruct: This skill evaluates an existing portfolio. If the user needs a new portfolio from scratch, direct them to the Risk-Adjusted Return Optimizer.
- Context matters: A 100% equity portfolio is fine for a 25-year-old with a 40-year horizon. Concentration that looks alarming in isolation may be appropriate in context.
- Tax awareness: In taxable accounts, recommend improvements that consider tax implications of selling. Suggest tax-loss harvesting where applicable.
- Behavioral sensitivity: Don't suggest massive overhauls. Investors have emotional attachment to holdings. Prioritize the highest-impact changes.
- Benchmark appropriateness: A retiree's portfolio shouldn't be benchmarked against the S&P 500. Choose benchmarks that match the investor's goals.
- Not personalized advice: Disclaim that this is educational analysis, not personalized investment advice. Individual circumstances require a qualified financial advisor.
© Geeksfino, 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 3 other files (references) in US-market/portfolio-health-check of Geeksfino/finskills.
- SKILL.md
- LICENSE.txt
- references/diagnostic-framework.md
- references/output-template.md
Open the folder on GitHubat commit 8722415
Compare with similar skills
Portfolio Health Check 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 Health Check this skillGeeksfino/finskills | 282 | — | ~1.7k | Automated safety check: Pass | Apache-2.0 | |
| Writing Livekit Scenarioslivekit-examples/agent-starter-python | 264 | 1 repos | ~2.5k | Automated safety check: Pass | MIT | |
| Go Testingcxuu/golang-skills | 173 | 1 repos | ~1.3k | Automated safety check: Pass | Apache-2.0 | |
| Goalcraftgrp06/goalcraft | 102 | — | ~3.8k | Automated safety check: Pass | MIT | |
| Thinking Partnermattnowdev/thinking-partner | 206 | — | ~4.4k | Automated safety check: Pass | MIT | |
| Visionkunchenguid/vision | 331 | — | ~2.9k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Portfolio Health Check
What does Portfolio Health Check do?
Diagnose risks and inefficiencies in an existing investment portfolio. Portfolio Health Check is an agent skill from Geeksfino/finskills. Diagnose risks and inefficiencies in an existing investment portfolio.
When should I use Portfolio Health Check?
Portfolio Health Check fits situations like: the user asks to review; stress-test their current holdings; evaluate portfolio concentration; check factor exposures.
How do I install Portfolio Health Check in Claude Code?
Run `npx skills add Geeksfino/finskills --skill portfolio-health-check -a claude-code`. Or copy the skill folder (US-market/portfolio-health-check in Geeksfino/finskills) into .claude/skills/portfolio-health-check in your project. Claude Code loads it when a task matches its description.
How do I install Portfolio Health Check in Codex?
Run `npx skills add Geeksfino/finskills --skill portfolio-health-check -a codex`. Or copy the skill folder (US-market/portfolio-health-check in Geeksfino/finskills) into .agents/skills/portfolio-health-check in your project. Codex loads it when a task matches its description.
Can I use Portfolio Health Check 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 Geeksfino/finskills --skill portfolio-health-check -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-health-check, .gemini/skills/portfolio-health-check, .github/skills/portfolio-health-check and .opencode/skills/portfolio-health-check in your project.
What does Portfolio Health Check need to run?
SKILL.md names no scripts, command-line tools or credentials: Portfolio Health Check is instructions for the agent only.
Does Portfolio Health Check 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 Health Check 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 Portfolio Health Check use?
Portfolio Health Check is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Portfolio Health Check use?
About 1.7k tokens (SKILL.md is roughly 6.8k 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 3.5k tokens, read only when the agent opens those files.
What are the alternatives to Portfolio Health Check?
Skills that share tags, products or a category with Portfolio Health Check: Writing Livekit Scenarios (livekit-examples/agent-starter-python, 264 stars), Go Testing (cxuu/golang-skills, 173 stars), Goalcraft (grp06/goalcraft, 102 stars) and Thinking Partner (mattnowdev/thinking-partner, 206 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Portfolio Health Check?
Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 282 GitHub stars. The repository holds 30 skills in this directory. The repository was last updated on March 5, 2026.
Source: Geeksfino/finskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.