portfolio-risk

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

1. Get portfolio — confirm ticker list and optional weights
2. Fetch price history — eod for each holding (6-12 months)
3. Calculate risk metrics — returns, volatility, max drawdown, correlation
4. Fetch technicals — technical for RSI, Bollinger Bands, ATR per holding
5. Fetch sentiment — sentiment for each holding (recent trend)
6. Fetch insider activity — insider-transactions for each holding
7. Fetch fundamentals — fundamentals for debt ratios, beta, sector allocation
8. 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