Analyze your actual holdings -- allocation, concentration, sector and theme overlap, correlated-risk flags, and the questions worth asking yourself. Works from a broker CSV export or a pasted list. Analysis only, never buy/sell advice.
How to install portfolio-review?
onewave-ai/open-agent-stack/portfolio-review
$npx -y skills add onewave-ai/open-agent-stack --skill portfolio-reviewInstalls into the current project.
›Prefer a prompt? Paste this to your agent
Run `npx skills use "https://github.com/onewave-ai/open-agent-stack" --skill "onewave-ai/open-agent-stack/portfolio-review"` and follow the generated skill instructions now. Read its complete output, redirecting it to a temporary file first if necessary. Resolve relative paths from the supporting-files directory it provides.
Use the skills in "https://github.com/onewave-ai/open-agent-stack" that are relevant to the current task. Run `npx skills add "https://github.com/onewave-ai/open-agent-stack"` and select the relevant skills, then follow their instructions.
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