portfolio-reviewlisted
Install: claude install-skill rgourley/quant-garage
# portfolio-review
You hand over positions + book value. The skill runs the full 7-tool
review chain in the right order, threads the shared context (tickers,
weights, lookback windows), skips ETFs on the equities-only tools
(earnings, 8-K), and stitches the outputs into a single briefing.
The headline block is the read-first summary: regime, rotation theme,
next earnings, next macro event, top corporate action, and the
rebalance verdict in six lines. Full per-section detail follows.
## When to invoke
- The operator says "review my portfolio", "run the full workflow",
"portfolio check", "what should I do with my book"
- Weekly / monthly portfolio hygiene
- After a material market move to sanity-check the book
- Before a large trade to see whether the new sizing survives the
variance-share cap
## What you need
- `MASSIVE_API_KEY` (Stocks Starter minimum). One skill in the chain
(corporate-actions-scanner) also hits SEC EDGAR, which is free.
- Positions in the shape `TICKER=WEIGHT,TICKER=WEIGHT,...` where
weights sum to ~1.0.
- Book value in dollars for the rebalancer's trade-ticket sizing.
## What you get back
**Layer 1 canonical JSON** with a `sections` map keyed by the sub-
skill name, each holding the full sub-payload. The `headline` block
distills one fact from each. `errors` array captures per-section
failures without aborting the run.
**Layer 2 rendered briefing**. Header, headline block (7 lines), then
each section rendered by its own `render()` helper u