Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
2.9
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0
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Data & Analytics
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The skill provides a basic framework for portfolio analysis but lacks substantive financial methodology. While the description clearly states what the skill aims to do (risk analysis, diversification, fees, tax-loss harvesting, rebalancing), the SKILL.md contains only generic templates without specific financial formulas, risk metrics (Sharpe ratio, beta, standard deviation), diversification measures, or concrete analytical approaches. Task knowledge is minimal—no calculation methods, no asset allocation models, no tax-loss harvesting rules, and no rebalancing strategies are provided. The structure is clear but generic. Novelty is moderate: while portfolio analysis requires domain expertise that a CLI agent lacks, this implementation doesn't yet demonstrate that expertise through actionable code or detailed methodologies. To improve, add: risk calculation methods, diversification metrics, fee analysis frameworks, tax-loss harvesting logic, and rebalancing algorithms or detailed analytical steps.
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