risk-manager

Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses.

23 stars

Best use case

risk-manager is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses.

Teams using risk-manager should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/risk-manager/SKILL.md --create-dirs "https://raw.githubusercontent.com/christophacham/agent-skills-library/main/skills/finance/risk-manager/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/risk-manager/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How risk-manager Compares

Feature / Agentrisk-managerStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

## 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

1. Define risk per trade in R terms (1R = max loss)
2. Track all trades in R-multiples for consistency
3. Calculate expectancy: (Win% × Avg Win) - (Loss% × Avg Loss)
4. Size positions based on account risk percentage
5. Monitor correlations to avoid concentration
6. Use stops and hedges systematically
7. 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.

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