# portfolio-risk-management

Turns a listed-equity thesis into an implementable risk posture: how much to hold, what to hedge with, and when to resize.

- skill · `type=skill` · Codex, ChatGPT · ★ 7596
- Author: OpenAI · official OpenAI repository
- License: LicenseRef-Proprietary · policy=link-only · description only; the file stays with the author
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/portfolio-risk-management/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/portfolio-risk-management

## What it does

The skill runs in three modes. `position_sizing` answers how much to own or short, where add and exit thresholds sit, and what the loss budget is. `hedge_design` picks protection instruments and ranks them by basis risk. `integrated_risk_plan` covers the case where size and hedge depend on each other: it lays out an unhedged version against a size-down version, then recommends a package.

Under the hood it is a set of shared instructions plus routing to adjacent skills. Before any analysis it reads the runtime contract in `../public-equity-investing/SKILL.md`, then pulls sources from three categories: internal research, portfolio models and trackers, market data and estimates. For a substantial plan the default output is a standalone HTML risk report with sizing tables, hedge comparisons and monitoring triggers.

The boundaries are strict. It does not build the thesis, underwrite standalone events, execute trades, or give personal investment advice. Credit instruments stay out too: CDS levels and credit spreads enter only as common-equity downside signals, and credit hedging is handed to Credit Markets. Ask for a size without protection and the `hedge_design` mode never loads.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill portfolio-risk-management -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/portfolio-risk-management/SKILL.md` — For all projects use ~/.agents/skills/

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill portfolio-risk-management -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/portfolio-risk-management/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/portfolio-risk-management/

### Cursor

**Manually: put the files in place**
- File: `.cursor/skills/portfolio-risk-management/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins portfolio-risk-management
```

2. **Manually: put the files in place**
- File: `.github/skills/portfolio-risk-management/SKILL.md`

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/portfolio-risk-management
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/portfolio-risk-management/SKILL.md` — The legacy .windsurf/skills/ path still works

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/portfolio-risk-management/SKILL.md

## When to use it
- size a long or short equity position
- find and rank hedge candidates by basis risk
- combine size and hedge into one plan with resize rules
- measure how a trade shifts total portfolio exposure
- set add, trim and exit thresholds

## Example prompts
- Size this position and tell me which constraint sets the ceiling
- Compare three hedge candidates and break down the basis risk for each
- Build an integrated plan: position size, hedge, and resize rules

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From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 304 cards

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