Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
Build diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon.
$ npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-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/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/US-market/risk-adjusted-return-optimizer .claude/skills/risk-adjusted-return-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 "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-optimizer into .claude/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-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/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-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 Geeksfino/finskills --skill risk-adjusted-return-optimizer -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --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/risk-adjusted-return-optimizer .agents/skills/risk-adjusted-return-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 "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-optimizer into .agents/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-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 Geeksfino/finskills --skill risk-adjusted-return-optimizer -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --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/risk-adjusted-return-optimizer .cursor/skills/risk-adjusted-return-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 "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-optimizer into .cursor/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-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/Geeksfino/finskills.git --path US-market/risk-adjusted-return-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 Geeksfino/finskills --skill risk-adjusted-return-optimizer -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills risk-adjusted-return-optimizer --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/risk-adjusted-return-optimizer .gemini/skills/risk-adjusted-return-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 "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-optimizer into .gemini/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-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 Geeksfino/finskills risk-adjusted-return-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 Geeksfino/finskills --skill risk-adjusted-return-optimizer -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/risk-adjusted-return-optimizer .github/skills/risk-adjusted-return-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 "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-optimizer into .github/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-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 Geeksfino/finskills --skill risk-adjusted-return-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 Geeksfino/finskills risk-adjusted-return-optimizer --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/risk-adjusted-return-optimizer .opencode/skills/risk-adjusted-return-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 "risk-adjusted-return-optimizer" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/risk-adjusted-return-optimizer into .opencode/skills/risk-adjusted-return-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "risk-adjusted-return-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.
risk-adjusted-return-optimizerBuild diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon.
Risk Adjusted Return Optimizer is an agent skill from Geeksfino/finskills. Build diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon. Use when the user asks to build a portfolio, construct an asset allocation, optimize risk-adjusted returns, create a diversified investment plan, determine position sizing, design a rebalancing strategy, or requests portfolio construction advice for a specific dollar amount and risk profile.
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/output-template.md` and `references/portfolio-construction-framework.md`).
It sits in Business, Finance & HR. The repository describes itself as: Financial engineering and risk/compliance skills for agents. The licence is Apache-2.0.
7 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 8722415. 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.
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.
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.
Risk Adjusted Return Optimizer loads about 1.7k tokens when it runs, and up to ~5.9k if it reads all its reference files. Until then it costs about 116 tokens; SKILL.md has 681 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); files beside SKILL.md are not scanned.
The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 681 words, ~1,654 tokens.
.claude/skills/risk-adjusted-return-optimizer/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.Act as a portfolio construction expert. Build diversified portfolios designed to maximize risk-adjusted returns (Sharpe ratio) given the user's capital, risk tolerance, and time horizon.
Collect from the user (with defaults):
| Input | Options | Default |
|---|---|---|
| Portfolio size | Any dollar amount | $50,000 |
| Risk tolerance | Conservative / Moderate / Aggressive | Moderate |
| Time horizon | 1–30+ years | 10 years |
| Income needs | Yes (yield target) / No (total return) | No |
| Tax situation | Taxable / Tax-advantaged / Both | Taxable |
| Existing holdings | Positions to integrate or exclude | None |
| Constraints | ESG, sector exclusions, single-stock limits | None |
| Rebalancing preference | Calendar / Threshold / Hybrid | Threshold (5%) |
Map risk tolerance and time horizon to a strategic asset allocation. See references/portfolio-construction-framework.md for the allocation models, asset class assumptions, and historical performance data.
| Risk Profile | Equities | Fixed Income | Alternatives | Cash |
|---|---|---|---|---|
| Conservative | 30–40% | 40–50% | 5–10% | 5–10% |
| Moderate | 50–65% | 25–35% | 5–10% | 3–5% |
| Aggressive | 70–85% | 10–20% | 5–15% | 0–5% |
Within each asset class, diversify across:
Size individual positions using these principles:
| Principle | Application |
|---|---|
| Core-satellite | 60–80% in diversified core (index/ETF), 20–40% in conviction satellite positions |
| Maximum single position | Conservative: 3%, Moderate: 5%, Aggressive: 8% |
| Sector concentration limit | No sector > 25% of equity allocation |
| Correlation awareness | Avoid holding highly correlated positions in the satellite |
| Minimum position size | At least $1,000 per position (practical for commissions and rebalancing) |
For the proposed portfolio, calculate:
| Metric | Description |
|---|---|
| Expected annual return | Weighted average of asset class expected returns |
| Expected volatility | Portfolio standard deviation using correlation matrix |
| Sharpe ratio | (Expected return − risk-free rate) / volatility |
| Maximum drawdown estimate | Historical worst-case scenario for this allocation |
| Value at Risk (95%) | 1-year loss threshold at 95% confidence |
| Sortino ratio | Downside deviation-adjusted return |
See references/portfolio-construction-framework.md for capital market assumptions and correlation data.
Design downside protection appropriate to the risk profile:
| Risk Profile | Protection Strategies |
|---|---|
| Conservative | Higher cash buffer, shorter duration bonds, defensive sector tilt, dividend focus |
| Moderate | Diversification across asset classes, rebalancing discipline, some defensive allocation |
| Aggressive | Broader diversification as primary tool, tactical cash raises, stop-loss levels for concentrated positions |
Define a rebalancing strategy:
| Method | Trigger | Pro | Con |
|---|---|---|---|
| Calendar | Quarterly / semi-annually | Simple, disciplined | May miss drift |
| Threshold | Asset class drifts ≥ 5% from target | Responsive | Requires monitoring |
| Hybrid | Quarterly check + 5% threshold override | Best of both | Slightly complex |
Present using the structured format in references/output-template.md:
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.
© 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
SKILL.md and 3 other files (references) in US-market/risk-adjusted-return-optimizer of Geeksfino/finskills.
Open the folder on GitHubat commit 8722415
Risk Adjusted Return 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 |
|---|---|---|---|---|---|---|
| Risk Adjusted Return Optimizer this skillGeeksfino/finskills | 283 | — | ~1.7k | Automated safety check: Pass | Apache-2.0 | |
| 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 |
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
tradermonty/claude-trading-skills
Detect and analyze trending market themes across sectors. An agent skill from tradermonty/claude-trading-skills.
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
zhangxiangliang/stock-api
Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
zillionare/zillionare
面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求,转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。
Geeksfino/finskills
Free Python scripts that fetch US stock data, SEC filings, insider trades and macro indicators, and run financial score calculators and portfolio analytics.
Geeksfino/finskills
Runs a forensic review of one company's financial statements covering DuPont profitability, earnings quality, financial health scores and fraud-risk signals.
Geeksfino/finskills
Screens a stock universe with a six-factor model, scores value, momentum, quality, low volatility, size and growth, ranks by composite score and notes which factors suit the macro regime.
Geeksfino/finskills
Compares leading tech stocks to separate hype-driven valuations from fundamentally justified ones and to flag undervalued names the market overlooks.
Geeksfino/finskills
Analyze Dividend Aristocrats (25+ years of consecutive dividend increases) for income reliability and total return.
Geeksfino/finskills
Screens US stocks through an ESG lens, applies optional exclusion lists, scores the environmental, social and governance pillars and judges whether ESG quality is improving.
Categories
Build diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon. Risk Adjusted Return Optimizer is an agent skill from Geeksfino/finskills. Build diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon.
Risk Adjusted Return Optimizer fits situations like: the user asks to build a portfolio; construct an asset allocation; optimize risk-adjusted returns; create a diversified investment plan.
Run `npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a claude-code`. Or copy the skill folder (US-market/risk-adjusted-return-optimizer in Geeksfino/finskills) into .claude/skills/risk-adjusted-return-optimizer in your project. Claude Code loads it when a task matches its description.
Run `npx skills add Geeksfino/finskills --skill risk-adjusted-return-optimizer -a codex`. Or copy the skill folder (US-market/risk-adjusted-return-optimizer in Geeksfino/finskills) into .agents/skills/risk-adjusted-return-optimizer 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 Geeksfino/finskills --skill risk-adjusted-return-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/risk-adjusted-return-optimizer, .gemini/skills/risk-adjusted-return-optimizer, .github/skills/risk-adjusted-return-optimizer and .opencode/skills/risk-adjusted-return-optimizer in your project.
SKILL.md names no scripts, command-line tools or credentials: Risk Adjusted Return Optimizer is instructions for the agent only.
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. Review the folder before installing.
Risk Adjusted Return Optimizer 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.
About 1.7k tokens (SKILL.md is roughly 6.6k 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 4.2k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Risk Adjusted Return 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.
Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 283 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.