{"id":16355,"plugin_id":"plugin_asdk_app_6aac5610a1748191ae0e9190fd7563c0","kind":"skill","collection_source":null,"comparison_source":null,"observed_at":"2026-09-30T23:13:15.802Z","digest":"7aa5bd9df3bb736d4069ea2048e74eeb11457d91de4be1092c385c8d0df0c5cd","against":null,"payload":{"description":"Use when the user provides portfolio holdings or weights and wants concentration, overlap, sector exposure, or position-risk context. The plugin does not read brokerage accounts.","included_files":[{"relative_path":"agents/openai.yaml","size_in_bytes":517}],"name":"portfolio-concentration-check","skill_md_contents":"---\nname: portfolio-concentration-check\ndescription: Use when the user provides portfolio holdings or weights and wants concentration, overlap, sector exposure, or position-risk context. The plugin does not read brokerage accounts.\n---\n\n# Portfolio Concentration Check\n\nThe user's explicit instructions take precedence over this skill.\n\nReview concentration only from holdings/weights the user supplies.\n\nWorkflow:\n1. Do not assume access to brokerage accounts or hidden portfolio data.\n2. Ask for ticker weights if they are missing.\n3. Use `compare_stocks` to enrich the supplied holdings with market/volatility/fundamental context.\n4. Compute simple concentration observations from the user-provided weights:\n   - largest positions\n   - top-3/top-5 share\n   - sector/theme clustering when evident\n5. If ETF look-through holdings are not provided, state that look-through concentration cannot be calculated from this plugin alone.\n6. Do not infer the user's risk tolerance or prescribe a target allocation.\n\n## Shared boundaries\n\n- Use only tool-returned values for numerical market/fundamental claims.\n- Do not invent missing data.\n- Treat Yahoo/yfinance data as secondary market-data/provider metadata and not guaranteed exchange-grade real time.\n- Preserve timestamps and price-type/session distinctions when relevant.\n- The plugin is read-only and cannot place trades, move money, modify brokerage accounts, or execute transactions.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}