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Portfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | stock-portfolio |
| description | Portfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health. |
Run a portfolio-level risk analysis:
Output: a heat map of risks and 2–3 rebalancing recommendations.
Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.
Side-by-side ETF comparison. Use when the user wants to compare two or more ETFs, decide between ETFs covering the same space, or understand the difference between similar funds.
Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.
ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.
Find and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.
Balance sheet stress test for a stock. Use when the user asks about debt, leverage, liquidity, financial health, or whether a company can survive a downturn.
