portfolio-optimizer
Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints.
What this skill does
# Portfolio Optimizer ## Purpose Modern portfolio theory optimization including Markowitz mean-variance, Black-Litterman, risk parity, and efficient frontier construction with constraints. ## Routing - Use when: Use when the user asks about portfolio optimization, asset allocation, efficient frontier, Markowitz optimization, Black-Litterman, risk parity, diversification, rebalancing, or optimal portfolio construction. - Do not use when: Do not use when the request is about individual stock analysis, financial modeling, risk metrics only (use Risk Analyzer), or tax planning. - Outputs: Outcome from Portfolio Optimizer: optimized asset allocation with weights, expected return, risk metrics, efficient frontier positioning, and rebalancing recommendations. - Success criteria: Returns specific allocation weights, portfolio expected return and risk, Sharpe ratio, comparison to current allocation, and actionable rebalancing steps. ## Trigger Examples ### Positive - Use the portfolio-optimizer skill for this request. - Help me with portfolio optimizer. - Use when the user asks about portfolio optimization, asset allocation, efficient frontier, Markowitz optimization, Black-Litterman, risk parity, diversification, rebalancing, or optimal portfolio construction. - Portfolio Optimizer: provide an actionable result. ### Negative - Do not use when the request is about individual stock analysis, financial modeling, risk metrics only (use Risk Analyzer), or tax planning. - Do not use portfolio-optimizer for unrelated requests. - This request is outside portfolio optimizer scope. - This is conceptual discussion only; no tool workflow is needed. ## Parameters | Name | Type | Required | Description | |---|---|---|---| | holdings | string | Yes | Current portfolio holdings and weights (e.g., SPY 40%, AGG 30%, GLD 10%, VWO 20%) | | objective | select | Yes | Optimization objective | | question | string | Yes | Your specific optimization question | | constraints | string | No | Portfolio constraints (e.g., long-only, max 25% per position, no emerging markets) | | targetReturn | string | No | Target annual return for optimization (e.g., 8%) | ## Runtime Prompt - Current runtime prompt length: 1094 characters. - Runtime prompt is defined directly in `../portfolio-optimizer.json`.
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