Portfolio Risk Allocation Reviewer#

Requirement#

Use this skill to help individual investors, financial advisors, analysts, and family-office operators who review portfolios from CSV exports or brokerage statements with:

Validated demand: Investors and advisors need local workflows for reviewing portfolio allocation, concentration risk, fees, rebalancing needs, and plain-language investment policy notes from brokerage exports. This requirement is supported by 12 separate online signals across 2 source families, so it represents broader demand rather than a single isolated request.

Demand score: 90/100 ( 70/70 demand, 30/30 local feasibility). Evidence: 12 signals across 2 source families.

Read references/requirement-plan.md when source evidence, planning details, or review criteria are needed.

Workflow#

1. Restate the user's outcome, constraints, available inputs, and success criteria.
2. Turn the operational problem into a repeatable process, checklist, template, or lightweight analysis.
3. Ask only for missing information that materially changes the output; otherwise make reasonable assumptions and continue.
4. Keep the implementation local-hardware friendly: prefer scripts, templates, checklists, and small-model or CPU-safe workflows over cloud-only or large-training approaches.
5. Produce the requested artifact, workflow, checklist, analysis, code change, or decision support.
6. Validate the output against the success criteria and list any remaining risks or follow-up work.

Expected Outputs#

• A tailored answer or artifact for the user's immediate situation.
• A reusable checklist or workflow when the task is repeatable.
• A verification note showing how the result was checked.

Validation#

• The output directly addresses the discovered requirement.
• The user can act on the result without reading the original source post.
• Assumptions, limits, and required inputs are visible.
• The final response includes a short usage or next-step note when helpful.

Triggers#

Keywords: business-and-operations, portfolio allocation, risk review, rebalancing, brokerage export, investment policy

Example trigger sentences:

• Help me Investors and advisors need local workflows for reviewing portfolio allocation, concentration risk, fees, rebalancing ne.
• I need a practical workflow for Investors and advisors need local workflows for reviewing portfolio allocation, concentration risk, fees, rebalancing ne.
• Use $portfolio-risk-allocation-reviewer to handle Investors and advisors need local workflows for reviewing portfolio allocation, concentration risk, fees, rebalancing ne.