Skill: portfolio-risk
Purpose
Perform multi-dimensional risk analysis on a portfolio or individual holdings using EODHD data — combining technical indicators, sentiment analysis, insider activity signals, and fundamental risk metrics.
Trigger
Activate when the user asks for:
- Portfolio risk analysis or assessment
- Risk/reward evaluation of holdings
- Volatility analysis or drawdown risk
- Insider selling alerts for portfolio positions
- Sentiment shifts or deterioration for holdings
- Concentration risk or sector exposure analysis
Workflow
- Get portfolio — confirm ticker list and optional weights
- Fetch price history —
eodfor each holding (6-12 months) - Calculate risk metrics — returns, volatility, max drawdown, correlation
- Fetch technicals —
technicalfor RSI, Bollinger Bands, ATR per holding - Fetch sentiment —
sentimentfor each holding (recent trend) - Fetch insider activity —
insider-transactionsfor each holding - Fetch fundamentals —
fundamentalsfor debt ratios, beta, sector allocation - Compile risk report
Output Structure
Portfolio Risk Analysis — [Date]
Portfolio Composition
| Ticker | Weight | Sector | Market Cap |
|---|
Risk Metrics
| Metric | Portfolio | Benchmark (S&P) |
|---|---|---|
| Annualized Volatility | — | — |
| Max Drawdown (12M) | — | — |
| Beta | — | — |
| Sharpe Ratio | — | — |
Per-Holding Risk Signals
| Ticker | RSI | Bollinger %B | ATR% | Sentiment | Insider Net |
|---|
Risk Alerts
- Overbought/oversold signals (RSI > 70 or < 30)
- Negative sentiment trends
- Significant insider selling
- High concentration in single sector/stock
- Elevated volatility vs historical norms
Sector Exposure
| Sector | Weight | Count |
|---|
Recommendations
- Diversification suggestions
- Hedging considerations
- Positions requiring attention
This is not financial advice. Data is for informational purposes only.
Endpoints Used
| Endpoint | Purpose | Cost |
|---|---|---|
eod | Price history for returns | 1 call/ticker |
technical | RSI, Bollinger, ATR | 5 calls/ticker |
sentiment | Sentiment scores | 5 + 5/ticker |
insider-transactions | Insider activity | 1 call/ticker |
fundamentals | Beta, debt, sector | 10 calls/ticker |
References
../eodhd-api/references/endpoints/technical-indicators.md../eodhd-api/references/endpoints/sentiment-data.md../eodhd-api/references/endpoints/insider-transactions.md../eodhd-api/references/endpoints/fundamentals-data.md../eodhd-api/references/endpoints/historical-stock-prices.md