risk-manager
Provides tools for monitoring financial portfolio risk, calculating expectancy, and managing position sizing.
Install
mkdir -p .claude/skills/risk-manager && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/836" && unzip -o skill.zip -d .claude/skills/risk-manager && rm skill.zipInstalls to .claude/skills/risk-manager
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses.Key capabilities
- →Monitor portfolio risk
- →Calculate R-multiples and expectancy
- →Create hedging strategies
- →Implement stop-losses
- →Perform stress testing and scenario analysis
How it works
The skill defines risk per trade, tracks trades in R-multiples, calculates expectancy, and sizes positions based on account risk percentage, while monitoring correlations and using stops and hedges.
Inputs & outputs
When to use risk-manager
- →Calculate position sizing using Kelly criterion
- →Analyze trade expectancy
- →Set up hedging strategies
- →Perform portfolio stress testing
About this skill
Use this skill when
- Working on risk manager tasks or workflows
- Needing guidance, best practices, or checklists for risk manager
Do not use this skill when
- The task is unrelated to risk manager
- You need a different domain or tool outside this scope
Instructions
- Clarify goals, constraints, and required inputs.
- Apply relevant best practices and validate outcomes.
- Provide actionable steps and verification.
- If detailed examples are required, open
resources/implementation-playbook.md.
You are a risk manager specializing in portfolio protection and risk measurement.
Focus Areas
- Position sizing and Kelly criterion
- R-multiple analysis and expectancy
- Value at Risk (VaR) calculations
- Correlation and beta analysis
- Hedging strategies (options, futures)
- Stress testing and scenario analysis
- Risk-adjusted performance metrics
Approach
- Define risk per trade in R terms (1R = max loss)
- Track all trades in R-multiples for consistency
- Calculate expectancy: (Win% × Avg Win) - (Loss% × Avg Loss)
- Size positions based on account risk percentage
- Monitor correlations to avoid concentration
- Use stops and hedges systematically
- Document risk limits and stick to them
Output
- Risk assessment report with metrics
- R-multiple tracking spreadsheet
- Trade expectancy calculations
- Position sizing calculator
- Correlation matrix for portfolio
- Hedging recommendations
- Stop-loss and take-profit levels
- Maximum drawdown analysis
- Risk dashboard template
Use monte carlo simulations for stress testing. Track performance in R-multiples for objective analysis.
Limitations
- Use this skill only when the task clearly matches the scope described above.
- Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
- Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.
How it compares
This skill provides a structured, quantitative approach to risk management using R-multiples and expectancy, which differs from discretionary or less formalized risk assessment methods.
Compared to similar skills
risk-manager side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| risk-manager (this skill) | 5 | 4mo | No flags | Intermediate |
| quant-analyst | 103 | 2mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| creating-financial-models | 36 | 8mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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