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Use this skill when the user asks about "concentration risk", "which positions need attention", or "position limit breaches". Retrieves thresholds from internal policy documents and applies them to portfolio positions.
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 | concentration-risk-assessment |
| description | Use this skill when the user asks about "concentration risk", "which positions need attention", or "position limit breaches". Retrieves thresholds from internal policy documents and applies them to portfolio positions. |
Trigger when user asks about: "concentration risk", "position limits", "which positions need attention", "concentration breach", "portfolio concentration"
Tool: search_internal_docs
Query: "concentration risk limits", "issuer concentration", "position limits"
Extract from policy:
Tool: quantitative_analyzer
Query: "Current position weights for SAM [portfolio]"
Calculate: Position weight = Market Value / Total Portfolio Value
Apply policy thresholds to flag positions:
| Position | Weight | Status | Policy Reference |
|---|---|---|---|
| [Ticker] | X.X% | BREACH / WARNING / OK | Concentration Risk Policy §X |
Total flagged exposure: [sum of warning + breach positions]
Cite specific policy sections for all threshold references.
A concentration risk report with flagged positions table, severity classifications, and policy-aligned recommendations.
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