Agent skill

Portfolio

by hh-health-AI in hh-health-AI/healthcare-equity

This skill should be used when the user says "review my healthcare sleeve", "map my catalyst concentration", "construct a pair trade", "short setup for [TICKER]", "scan the 13Fs", "hidden macro…

MITAuto-check passedMarketing & SEO

Install Portfolio

skills CLI

$ npx skills add hh-health-AI/healthcare-equity --skill portfolio -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install hh-health-AI/healthcare-equity portfolio --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/portfolio .claude/skills/portfolio && rm -rf skills-src

Use ~/.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/

Paste into Claude Code

Install the "portfolio" agent skill from https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio into .claude/skills/portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio", 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

$skill-installer install https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio

Type 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.

skills CLI

$ npx skills add hh-health-AI/healthcare-equity --skill portfolio -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install hh-health-AI/healthcare-equity portfolio --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/portfolio .agents/skills/portfolio && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "portfolio" agent skill from https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio into .agents/skills/portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio", 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.

skills CLI

$ npx skills add hh-health-AI/healthcare-equity --skill portfolio -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install hh-health-AI/healthcare-equity portfolio --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/portfolio .cursor/skills/portfolio && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "portfolio" agent skill from https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio into .cursor/skills/portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio", 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

$ gemini skills install https://github.com/hh-health-AI/healthcare-equity.git --path skills/portfolio

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add hh-health-AI/healthcare-equity --skill portfolio -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install hh-health-AI/healthcare-equity portfolio --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/portfolio .gemini/skills/portfolio && rm -rf skills-src

Use ~/.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/

Paste into Gemini CLI

Install the "portfolio" agent skill from https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio into .gemini/skills/portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio", 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.

GitHub CLI

$ gh skill install hh-health-AI/healthcare-equity portfolio

Installs 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).

skills CLI

$ npx skills add hh-health-AI/healthcare-equity --skill portfolio -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/portfolio .github/skills/portfolio && rm -rf skills-src

Use ~/.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/

Paste into GitHub Copilot

Install the "portfolio" agent skill from https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio into .github/skills/portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio", 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.

skills CLI

$ npx skills add hh-health-AI/healthcare-equity --skill portfolio -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install hh-health-AI/healthcare-equity portfolio --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/portfolio .opencode/skills/portfolio && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "portfolio" agent skill from https://github.com/hh-health-AI/healthcare-equity/tree/main/skills/portfolio into .opencode/skills/portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio", 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
GitHub stars: 101
Token cost: ~561 tokens
SKILL.md length: 224 words
Files: 2 (incl. references)
Skills in repo: 72
Repo updated: Oct 8, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

This skill should be used when the user says "review my healthcare sleeve", "map my catalyst concentration", "construct a pair trade", "short setup for [TICKER]", "scan the 13Fs", "hidden macro…

Works in 5 steps: Portfolio composition, factor exposures,… → PORT-02 runs on the suite catalyst… → Position sizing questions route to… → …
Says review my healthcare sleeve
SKILL.md covers Route by need and Execution rules
Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Portfolio is an agent skill from hh-health-AI/healthcare-equity. This skill should be used when the user says "review my healthcare sleeve", "map my catalyst concentration", "construct a pair trade", "short setup for [TICKER]", "scan the 13Fs", "hidden macro correlations in my book", "set up EDGAR monitoring", or any book-level positioning and risk task.

Its SKILL.md is about 560 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/prompts.md`).

It sits in Marketing & SEO, covering Positioning and messaging. The repository describes itself as: Synthesis engine for buy-side healthcare equity research. The licence is MIT.

When your agent uses it

Says review my healthcare sleeve
Map my catalyst concentration
Construct a pair trade
Short setup for [TICKER]

Example prompts

“review my healthcare sleeve”
“map my catalyst concentration”
“construct a pair trade”
“/portfolio”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

Portfolio composition, factor exposures, borrow data, and 13F extracts come from the user (terminal/holdings systems) — request them…
PORT-02 runs on the suite catalyst calendar: pull the dated events from clinical-catalysts (readouts, PDUFA, AdComs) and cms-reimbursement…
Position sizing questions route to sell-discipline (SELL-03 sizing sanity check) — keep sizing discipline and book construction connected.
TECH-05's EDGAR monitoring is a standing surveillance recipe (Form 4 clusters, 8-K keywords — 'Complete Response Letter', 'voluntary…
Every recommendation shows the disconfirming case and ends with the confidence score (standing instructions).

What it can do on your machine

Read from SKILL.md and the folder at commit 6c7bda8. 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 loads about 561 tokens when it runs, and up to ~1.6k if it reads all its reference files. Until then it costs about 75 tokens; SKILL.md has 224 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~75
When it runs · the whole SKILL.md, loaded when a task matches: ~561
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~1.6k

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 hh-health-AI/healthcare-equity at commit 6c7bda8, republished under its MIT licence (© hh-health-AI). 224 words, ~561 tokens.

Download SKILL.mdSave it as .claude/skills/portfolio/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.

name: portfolio
description: This skill should be used when the user says "review my healthcare sleeve", "map my catalyst concentration", "construct a pair trade", "short setup for [TICKER]", "scan the 13Fs", "hidden macro correlations in my book", "set up EDGAR monitoring", or any book-level positioning and risk task.
metadata.version: 0.1.0

Portfolio Construction & Risk

Book-level positioning, concentration, and monitoring. Prompts in ${CLAUDE_PLUGIN_ROOT}/skills/portfolio/references/prompts.md.

Route by need

Need	Prompt
Quarterly sleeve positioning review	PORT-01
Binary events clustering in the book	PORT-02 catalyst concentration & path dependence
Relative-value expression	PORT-03 pair trade construction
Before initiating/sizing a short	PORT-04 borrow, float & short interest
Quarterly 13F pass	SCR-06 institutional ownership delta
Hidden macro linkages	SCR-07 cross-sector correlation identifier
Automated filing surveillance	TECH-05 EDGAR agent configuration

Execution rules

Portfolio composition, factor exposures, borrow data, and 13F extracts come from the user (terminal/holdings systems) — request them; never invent positions or market data. 13F caveat applies (${CLAUDE_PLUGIN_ROOT}/CLAUDE.md): 45-day lag, holdings only, directional not precise.
PORT-02 runs on the suite catalyst calendar: pull the dated events from clinical-catalysts (readouts, PDUFA, AdComs) and cms-reimbursement (rule cycle) for the book's names, then map calendar and factor concentration, worst/best P&L scenarios, hedges, and pre-trim vs hold/add per event.
Position sizing questions route to sell-discipline (SELL-03 sizing sanity check) — keep sizing discipline and book construction connected.
TECH-05's EDGAR monitoring is a standing surveillance recipe (Form 4 clusters, 8-K keywords — 'Complete Response Letter', 'voluntary recall', 'consent decree', executive departures — and 13F deltas); offer to run it as a recurring scheduled task and route hits into the relevant skill (earnings, thesis, sell-discipline).
Every recommendation shows the disconfirming case and ends with the confidence score (standing instructions).

Files

SKILL.md and 1 other file (references) in skills/portfolio of hh-health-AI/healthcare-equity.

SKILL.md
references/prompts.md

Open the folder on GitHubat commit 6c7bda8

Compare with similar skills

Portfolio 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.

Portfolio compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Portfolio this skillhh-health-AI/healthcare-equity	101	—	~561	Automated safety check: Pass	MIT	3 days ago
Marketing OsYuzzyuk/marketing-os	540	—	~2.5k	Automated safety check: Pass	MIT	1 mo ago
Revenue Centric Designheliocosta-dev/revenue-centric-design	740	—	~1.6k	Automated safety check: Pass	Custom licence	1 mo ago
Startup Positioningferdinandobons/startup-skill	1.2k	—	~4.6k	Automated safety check: Pass	MIT	3 mo ago
Stanley Druckenmiller Investmenttradermonty/claude-trading-skills	3k	1 repos	~2k	Automated safety check: Pass	MIT	today
B2b Playbookweilun88313/B2B-Playbook	203	—	~3.1k	Automated safety check: Pass	Proprietary	29 days ago

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Biomedical Claim Checker
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Biomedical Claim Checker
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Biosimilar Erosion
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Biotech Catalyst Radar
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Biotech Catalyst Radar
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Questions about Portfolio

What does Portfolio do?

This skill should be used when the user says "review my healthcare sleeve", "map my catalyst concentration", "construct a pair trade", "short setup for [TICKER]", "scan the 13Fs", "hidden macro…. Portfolio is an agent skill from hh-health-AI/healthcare-equity. This skill should be used when the user says "review my healthcare sleeve", "map my catalyst concentration", "construct a pair trade", "short setup for [TICKER]", "scan the 13Fs", "hidden macro correlations in my book", "set up EDGAR monitoring", or any book-level positioning and risk task.

When should I use Portfolio?

Portfolio fits situations like: says review my healthcare sleeve; map my catalyst concentration; construct a pair trade; short setup for [TICKER].

How do I install Portfolio in Claude Code?

Run `npx skills add hh-health-AI/healthcare-equity --skill portfolio -a claude-code`. Or copy the skill folder (skills/portfolio in hh-health-AI/healthcare-equity) into .claude/skills/portfolio in your project. Claude Code loads it when a task matches its description.

How do I install Portfolio in Codex?

Run `npx skills add hh-health-AI/healthcare-equity --skill portfolio -a codex`. Or copy the skill folder (skills/portfolio in hh-health-AI/healthcare-equity) into .agents/skills/portfolio in your project. Codex loads it when a task matches its description.

Can I use Portfolio 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 hh-health-AI/healthcare-equity --skill portfolio -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, .gemini/skills/portfolio, .github/skills/portfolio and .opencode/skills/portfolio in your project.

What does Portfolio need to run?

SKILL.md names no scripts, command-line tools or credentials: Portfolio is instructions for the agent only.

Does Portfolio 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 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 use?

Portfolio 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 use?

About 561 tokens (SKILL.md is roughly 2.2k 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 1.1k tokens, read only when the agent opens those files.

What are the alternatives to Portfolio?

Skills that share tags, products or a category with Portfolio: Marketing Os (Yuzzyuk/marketing-os, 540 stars), Revenue Centric Design (heliocosta-dev/revenue-centric-design, 740 stars), Startup Positioning (ferdinandobons/startup-skill, 1.2k stars) and Stanley Druckenmiller Investment (tradermonty/claude-trading-skills, 3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Portfolio?

hh-health-AI (a GitHub user) maintains it in hh-health-AI/healthcare-equity, which has 101 GitHub stars. The repository holds 72 skills in this directory. The repository was last updated on October 8, 2026.

Source: hh-health-AI/healthcare-equity on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Portfolio

Facts

At a glance

What it does

When your agent uses it

Example prompts

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Portfolio Construction & Risk

Route by need

Execution rules

Files

Compare with similar skills

Similar skills

More from hh-health-AI/healthcare-equity

Related

Questions about Portfolio