Agent skill

Matlab Optimize Portfolio

by matlab in matlab/matlab-agentic-toolkit

Help users formulate and solve portfolio optimization problems using Financial Toolbox's Portfolio object.

Custom licenceAuto-check passedBusiness, Finance & HR

Install Matlab Optimize Portfolio

skills CLI
$ npx skills add matlab/matlab-agentic-toolkit --skill matlab-optimize-portfolio -a claude-code

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

GitHub CLI
$ gh skill install matlab/matlab-agentic-toolkit matlab-optimize-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/matlab/matlab-agentic-toolkit.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills-catalog/computational-finance/matlab-optimize-portfolio .claude/skills/matlab-optimize-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/

Facts

Skill name
matlab-optimize-portfolio
GitHub stars
1.1k
Token cost
~1.8k tokens
SKILL.md length
635 words
Files
6 (incl. references)
Skills in repo
142
Repo updated
First seen
Licence
Custom licence

At a glance

Help users formulate and solve portfolio optimization problems using Financial Toolbox's Portfolio object.

  • Works in 6 steps: Identify the Formulation → Determine What Data the User Has → Create the Portfolio Object → …
  • Users ask about portfolio optimization
  • SKILL.md covers When to Use, When NOT to Use, Key Principle and Step 1: Identify the Formulation, plus 8 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Matlab Optimize Portfolio is an agent skill from matlab/matlab-agentic-toolkit. Help users formulate and solve portfolio optimization problems using Financial Toolbox's Portfolio object. Covers mean-variance (Markowitz), maximum Sharpe ratio (tangency), and efficient frontier workflows. Use when users ask about portfolio optimization, Markowitz, efficient frontier, Sharpe ratio, or attempt to use generic solvers (quadprog, fmincon, ga, problem-based optimize) for portfolio problems.

Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 6 other files, including reference files (for example `manifest.yaml`, `references/examples.md` and `references/formulation-max-sharpe.md`).

It sits in Business, Finance & HR, covering Trading and backtesting. The repository describes itself as: The MATLAB Agentic Toolkit brings proven MATLAB capabilities to AI agents, making engineering and scientific workflows agent-ready.

When your agent uses it

  • Users ask about portfolio optimization
  • Efficient frontier
  • Attempt to use generic solvers (quadprog
  • Problem-based optimize) for portfolio problems

Example prompts

  • “/matlab-optimize-portfolio”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Identify the Formulation
  2. Determine What Data the User Has
  3. Create the Portfolio Object
  4. Set Constraints
  5. Solve
  6. Analyze and Visualize

What it can do on your machine

Read from SKILL.md and the folder at commit 59dfd92. 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 (its code samples are matlab).

    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

Matlab Optimize Portfolio loads about 1.8k tokens when it runs, and up to ~7.5k if it reads all its reference files. Until then it costs about 108 tokens; SKILL.md has 635 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~108
When it runs · the whole SKILL.md, loaded when a task matches
~1.8k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~7.5k

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

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 635 words (~1,759 tokens).

“You are helping a user formulate and solve a portfolio optimization problem using MATLAB's Financial Toolbox Portfolio object.”

— opening of SKILL.md by matlab, Custom licence
name
matlab-optimize-portfolio
license
https://www.mathworks.com/content/dam/mathworks/license/pmrl/license.md
metadata.author
MathWorks
metadata.version
1.0

Read the full SKILL.md on GitHub

Files

SKILL.md and 5 other files (references) in skills-catalog/computational-finance/matlab-optimize-portfolio of matlab/matlab-agentic-toolkit.

  • SKILL.md
  • manifest.yaml
  • references/examples.md
  • references/formulation-max-sharpe.md
  • references/formulation-mean-variance.md
  • references/reference-core.md

Open the folder on GitHubat commit 59dfd92

Compare with similar skills

Matlab Optimize 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.

Matlab Optimize Portfolio compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Matlab Optimize Portfolio this skillmatlab/matlab-agentic-toolkit1.1k—~1.8kAutomated safety check: PassCustom licence
Tushare Datazillionare/zillionare3192 repos~2.3kAutomated safety check: PassNone
Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Digital Oraclekomako-workshop/digital-oracle870—~5.9kAutomated safety check: PassMIT
Fintoolsecond-state/fintool3161 repos~5.9kAutomated safety check: PassNone
Polyclawchainstacklabs/polyclaw3601 repos~2kAutomated safety check: PassApache-2.0

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Questions about Matlab Optimize Portfolio

What does Matlab Optimize Portfolio do?

Help users formulate and solve portfolio optimization problems using Financial Toolbox's Portfolio object. Matlab Optimize Portfolio is an agent skill from matlab/matlab-agentic-toolkit. Help users formulate and solve portfolio optimization problems using Financial Toolbox's Portfolio object.

When should I use Matlab Optimize Portfolio?

Matlab Optimize Portfolio fits situations like: users ask about portfolio optimization; efficient frontier; attempt to use generic solvers (quadprog; problem-based optimize) for portfolio problems.

How do I install Matlab Optimize Portfolio in Claude Code?

Run `npx skills add matlab/matlab-agentic-toolkit --skill matlab-optimize-portfolio -a claude-code`. Or copy the skill folder (skills-catalog/computational-finance/matlab-optimize-portfolio in matlab/matlab-agentic-toolkit) into .claude/skills/matlab-optimize-portfolio in your project. Claude Code loads it when a task matches its description.

How do I install Matlab Optimize Portfolio in Codex?

Run `npx skills add matlab/matlab-agentic-toolkit --skill matlab-optimize-portfolio -a codex`. Or copy the skill folder (skills-catalog/computational-finance/matlab-optimize-portfolio in matlab/matlab-agentic-toolkit) into .agents/skills/matlab-optimize-portfolio in your project. Codex loads it when a task matches its description.

Can I use Matlab Optimize 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 matlab/matlab-agentic-toolkit --skill matlab-optimize-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/matlab-optimize-portfolio, .gemini/skills/matlab-optimize-portfolio, .github/skills/matlab-optimize-portfolio and .opencode/skills/matlab-optimize-portfolio in your project.

What does Matlab Optimize Portfolio need to run?

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

Does Matlab Optimize 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 Matlab Optimize 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 Matlab Optimize Portfolio use?

Matlab Optimize Portfolio has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Matlab Optimize Portfolio use?

About 1.8k tokens (SKILL.md is roughly 7k 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 5.8k tokens, read only when the agent opens those files.

What are the alternatives to Matlab Optimize Portfolio?

Skills that share tags, products or a category with Matlab Optimize Portfolio: Tushare Data (zillionare/zillionare, 319 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars), Digital Oracle (komako-workshop/digital-oracle, 870 stars) and Fintool (second-state/fintool, 316 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Matlab Optimize Portfolio?

matlab (a GitHub organization) maintains it in matlab/matlab-agentic-toolkit, which has 1,140 GitHub stars. The repository holds 142 skills in this directory. The repository was last updated on October 7, 2026.

Source: matlab/matlab-agentic-toolkit on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.