portfolio-review SKILL.md skillA
portfolio-review from shubhamkumartrichy/claude-trading-skills-india is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add shubhamkumartrichy/claude-trading-skills-india/portfolio-review@git:20261031.8ce7fb0Pins git:20261031.8ce7fb0 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- shubhamkumartrichy/claude-trading-skills-india
- Path
skills/portfolio-review/SKILL.md- Versions recorded
- 1
- Latest version
- git:20261031.8ce7fb0, committed Oct 31, 2026
- Size
- 8,191 bytes
- Repository stars
- 3
- License
- MIT
Health check for an Indian delivery (CNC) stock portfolio from a holdings CSV or a Zerodha Console, Kite, Groww or broker-MCP export: value and unrealised P&L, position and sector weights, top-5/top-10 concentration, business-group exposure (Adani, Tata...), large/mid/small mix against a target, pledged, SME and surveillance flags, a per-lot STCG→LTCG countdown, volatility, beta vs NIFTY, drawdown, correlated clusters, portfolio heat to stops, and a tax-aware rebalance plan with charges. Use…
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 (India) Look at the whole book before the next trade. This skill reports facts and flags (INFO / WARN / REVIEW). It never says "sell": every flag is a prompt for the user to re-check a thesis. ## Commands ```bash python3 scripts/portfolio.py review holdings.csv --cash 200000 # weights, flags, tax clock python3 scripts/portfolio.py review console.xlsx --sheet Equity --max-stock 8 --mcap-target 50/30/20 python3 scripts/portfolio.py risk holdings.csv --prices-dir prices/ --benchmark NIFTY # or --yf python3 scripts/portfolio.py rebalance holdings.csv --cash 50000 # equal weight python3 scripts/portfolio.py rebalance holdings.csv --targets targets.csv --broker groww --realized-ltcg 40000 python3 scripts/portfolio.py rebalance holdings.csv --cash 75000 --no-sell # deploy new money only ``` Every command takes `--as-of YYYY-MM-DD` and `--json`. `--prices-dir` holds daily candles named `SYMBOL.csv` or `SYMBOL.json` (any format `../technical-analysis/scripts/ta.py` reads) plus `NIFTY.csv`. Targets file: `symbol,weight[,price]` or `sector,weight`, in percent. Weight 0 means exit; symbols …
Read the whole file at its exact version.
How to install
mdr add shubhamkumartrichy/claude-trading-skills-india/portfolio-review@sha256:04c38cb7ee0d1573The line at the top of this page pins the label git:20261031.8ce7fb0, 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_xii74zhdelapqyiw)
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Versions
The registry has recorded 1 version of this file, committed on Oct 31, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (8191 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
Source
shubhamkumartrichy/claude-trading-skills-india · 3 stars · license MIT · pushed 2026-10-31 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_xii74zhdelapqyiw GET https://markdownregistry.com/api/v1/resolve?ref=shubhamkumartrichy/claude-trading-skills-india/portfolio-review GET https://markdownregistry.com/api/v1/blob/04c38cb7ee0d1573714afe5c5e6f0a9ab7c5bc90adf1ca44dc4544a444dec61d
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.
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