portfolio-risk-reviewlisted

Single-pass holdings analysis for kcn using workspace files and the local fetch chain. Use for portfolio review, position risk ranking, US-HK cross-market read, leverage ETF risk assessment, and one-shot actionable reports based on portfolio.json plus fresh quotes from scripts/data/analyze_us_stocks.py / analyze_hk_stocks.py.
KCNyu/clawock · ★ 2 · Data & Documents · score 65

Install: claude install-skill KCNyu/clawock

# Portfolio Risk Review Single-pass portfolio review. For multi-role analyst framework, use `portfolio-swarm-review` instead. ## Required reads In this order: 1. `/root/.openclaw/workspace/MEMORY.md` — rules, traps, user preferences 2. `/root/.openclaw/workspace/portfolio.json` — authoritative holdings 3. `/root/.openclaw/workspace/memory/current-portfolio-summary.md` — active ticker list (also lists exited names so you know what NOT to analyze) 4. Recent `memory/YYYY-MM-DD.md` entries when recent trades matter 5. `/root/.openclaw/workspace/TOOLS.md` — data chain reference if anything fails ## Fresh data rule **Always refresh quotes before judging the book. Use the workspace scripts.** ```bash # US: 7-route fallback, RSI/MA/news/signal, writes back to portfolio.json python3 /root/.openclaw/workspace/scripts/data/analyze_us_stocks.py python3 /root/.openclaw/workspace/scripts/data/analyze_us_stocks.py --no-news # skip news # HK: Tencent → stooq → yfinance fallback python3 /root/.openclaw/workspace/scripts/data/analyze_hk_stocks.py python3 /root/.openclaw/workspace/scripts/data/analyze_hk_stocks.py --no-news ``` If any leg of the fallback fails for a holding, mark that line stale in the output. Special trap: **00100 only has Tencent** — Tencent down means 00100 is stale. KR linkage names are no longer tracked (07709/07747 exited per `current-portfolio-summary.md`). Do not run any KR fetch. ## Holdings bucketing **Do not hardcode tickers here** — names rotate. Pull