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 · ★ 9 · AI & Automation · score 72

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. `/root/.openclaw/workspace/memory/theses/*.json` — canonical thesis state when present 5. Recent `memory/YYYY-MM-DD.md` entries when recent trades matter 6. `/root/.openclaw/workspace/TOOLS.md` — data chain reference if anything fails The thesis registry is read-only during a portfolio review. Missing files mean `unknown`, not permission to reconstruct a baseline from prior prose. Price moves may change valuation but cannot by themselves change business, moat, or management. ## 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 primary + Eastmoney full-batch independent cross-check/fallback → stooq → yfinance python3 /root/.openclaw/workspace/scripts/data/analyze_hk_stocks.py python3 /root/.openclaw/workspace/scripts/data/analyze