Skip to main content

portfolio-optimizer

Audit investment portfolio management software for mean-variance optimization, Black-Litterman model, risk parity allocation, VaR/CVaR risk metrics, Brinson performance attribution, tax-loss harvesting rebalancing logic, Sharpe ratio calculations, efficient frontier accuracy, and GIPS-compliant reporting in wealth management and robo-advisor codebases.

v2.0.0New
0

Signing

SignedSLSA L2
Signed by
skills-hub.ai distributor
Method
Distributor-signed by skills-hub.aiCryptographically signed by the skills-hub.ai distributor key at publish time.
Signed

Install this skill

Run this command in your terminal. No account required — it auto-detects your AI tool and installs the skill file.

npx @skills-hub-ai/cli install portfolio-optimizer
Or download directly:
Browse all CLI commands →

Setup by platform

Claude Code

~/.claude/skills/<skill>/SKILL.md

Setup guide →

Install

One-click setup for your editor

Run in your project root

npx @skills-hub-ai/cli install portfolio-optimizer --target claude-code

Instructions

This skill doesn’t include stateful context yet, instructions only. Learn about stateful skills.

Security

Loading security scan...

Reviews (0)

Frequently asked questions about portfolio-optimizer

What does the portfolio-optimizer skill do?

Audit investment portfolio management software for mean-variance optimization, Black-Litterman model, risk parity allocation, VaR/CVaR risk metrics, Brinson performance attribution, tax-loss harvesting rebalancing logic, Sharpe ratio calculations, efficient frontier accuracy, and GIPS-compliant reporting in wealth management and robo-advisor codebases. It's a reusable SKILL.md instruction set that loads into your AI coding assistant on demand, no prompt engineering, no copy-pasting every session.

How do I install the portfolio-optimizer skill?

Run `npx @skills-hub-ai/cli install portfolio-optimizer` from your terminal. The CLI writes the SKILL.md to the correct location for your AI tool (e.g. ~/.claude/skills/portfolio-optimizer/ for Claude Code or ~/.cursor/skills/ for Cursor with --target cursor) and adds it to your project's .skills.json lockfile.

Which AI tools does portfolio-optimizer work with?

portfolio-optimizer runs in Claude Code. It follows the open Agent Skills standard (SKILL.md), so the same skill works in every supported tool without modification.

Is the portfolio-optimizer skill free?

Yes. Every skill on skills-hub.ai is free and open-source. There are no premium tiers, paywalls, or usage limits. You only pay for whatever AI assistant you're already using.

How do I use portfolio-optimizer after installing it?

In Claude Code, type `/portfolio-optimizer` (or whatever slash command the skill registers) and the AI follows the skill's instructions immediately. You can also reference it by name in natural language, your AI loads the skill into context when relevant.

Can I share the portfolio-optimizer skill with my team?

Yes. Commit your project's .skills.json lockfile and teammates run `npx @skills-hub-ai/cli install` (no args) to install every skill at the exact version you pinned. Organization-scoped installs work via skills-hub.ai organizations.