| name | portfolio-risk |
| description | Analyze portfolio risk — technical indicators, sentiment shifts, insider alerts, ESG scores, and volatility metrics. Use when the user asks about portfolio risk, wants to assess holdings, or needs risk/reward analysis. |
| version | 0.4.0 |
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 —
eod for each holding (6-12 months)
- Calculate risk metrics — returns, volatility, max drawdown, correlation
- Fetch technicals —
technical for RSI, Bollinger Bands, ATR per holding
- Fetch sentiment —
sentiment for each holding (recent trend)
- Fetch insider activity —
insider-transactions for each holding
- Fetch fundamentals —
fundamentals for 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
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
