portfolio-review SKILL.md skillB
portfolio-review from yennanliu/investskill is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add yennanliu/investskill/portfolio-review@git:20261024.1726f29Pins git:20261024.1726f29 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- B, 16 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- yennanliu/investskill
- Path
plugins/us-stock-analysis/skills/portfolio-review/SKILL.md- Versions recorded
- 8
- Latest version
- git:20261024.1726f29, committed Oct 24, 2026
- First version recorded
- Feb 16, 2026
- Size
- 24,025 bytes
- Repository stars
- 280
- License
- MIT
Review and analyze investment portfolio performance and allocation.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Portfolio Review ## 📋 Data & Sources Header — Open Every Output With It The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for: ``` Data & Sources As of: <date the figures represent, e.g. 2026-06-30> Source: <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …> Retrieval: <pasted by user | web/tool retrieval | model memory> Confidence: <HIGH | MEDIUM | LOW> ``` - `Retrieval: model memory` must be paired with `Confidence: LOW` — memory is a placeholder until confirmed against a primary source. - Mixed sources: list each with its own as-of date rather than blending them. - Sources disagree on the same figure (a closing price, a deal term): prefer the primary source (SEC filing, company release, exchange data) over an aggregator, then the most recent dated one. Show both values with their sources and dates, say which you used and why, and never average them. …
Read the whole file at its exact version.
How to install
mdr add yennanliu/investskill/portfolio-review@sha256:b55a6ef9d90fa1deThe line at the top of this page pins the label git:20261024.1726f29, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_jq2vhyscki3kze72)
3 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 8 versions of this file, between Feb 16, 2026 and Oct 24, 2026, about one every 36 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20261024.1726f29 latest | 2026-10-24 | 1726f29 | 24,025 B | B | view · diff |
| git:20261024.cde1f3c | 2026-10-24 | cde1f3c | 22,667 B | B | view · diff |
| git:20261011.64c5575 | 2026-10-11 | 64c5575 | 20,949 B | B | view · diff |
| git:20260924.b016647 | 2026-09-24 | b016647 | 20,657 B | B | view · diff |
| git:20260619.944b979 | 2026-06-19 | 944b979 | 18,320 B | B | view · diff |
| git:20260518.000b56c | 2026-05-18 | 000b56c | 6,591 B | B | view · diff |
| git:20260224.5f0f21a | 2026-02-24 | 5f0f21a | 3,423 B | B | view · diff |
| git:20260216.d8fc82e | 2026-02-16 | d8fc82e | 2,007 B | B | view |
Audit of the latest version
- fail: Frontmatter declares a name
- pass: Frontmatter block present
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (24025 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Starting a new one? Use a template for SKILL.md on mdpantry, which passes every one of these checks and says what to change in it.
Source
yennanliu/investskill · 280 stars · license MIT · pushed 2026-10-24 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_jq2vhyscki3kze72 GET https://markdownregistry.com/api/v1/resolve?ref=yennanliu/investskill/portfolio-review GET https://markdownregistry.com/api/v1/blob/b55a6ef9d90fa1de27a20d02ea80ff11c355ca3f3111604f3e39d353fffbbcb7
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.
More from yennanliu/investskill
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