645 B
645 B
name, description
| name | description |
|---|---|
| risk_review | Assess portfolio and market risks before final position sizing and execution. |
Risk Review
Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
Workflow
- Review the proposed exposure by ticker and theme.
- Identify concentration, volatility, liquidity, and leverage concerns.
- Rank warnings by severity.
- Translate risk findings into concrete limits or cautions for the portfolio manager.
Guardrails
- Focus on actionable risk controls.
- Quantify limits when the available data supports it.
- Distinguish fatal blockers from manageable risks.