Afrexai Portfolio Risk

What This Skill Does

The Afrexai Portfolio Risk skill is a specialized financial analytics engine designed for OpenClaw. It transforms raw holdings data into institutional-grade risk assessments. By processing inputs such as tickers, shares, and cost basis, the agent performs automated market lookups to calculate real-time valuations. It goes beyond simple P&L tracking by conducting rigorous risk analysis, including concentration risk assessments for individual tickers and sectors, and asset class breakdowns. The core of this tool is its proprietary parametric Value at Risk (VaR) calculator, which estimates potential portfolio losses at 95% and 99% confidence intervals for 1-day, 10-day, and monthly time horizons. This allows investors to visualize potential downside risk without relying on expensive, third-party financial API subscriptions.

Installation

To integrate this skill into your environment, run the following command in your terminal: clawhub install openclaw/skills/skills/1kalin/afrexai-portfolio-risk Ensure that your OpenClaw instance has web search capabilities enabled, as this skill performs live price lookups to maintain the accuracy of your risk reports.

Use Cases

• Periodic Portfolio Audits: Regularly assess whether your holdings have drifted into high-risk concentration levels.
• Risk Stress Testing: Estimate the potential impact of market volatility on your total net worth.
• Diversification Strategy: Use the automated sector and asset class breakdown to identify if your portfolio is overexposed to specific market segments.
• Investment Due Diligence: Quickly evaluate the risk profile of a new asset before adding it to your primary portfolio.

Example Prompts

1. "Analyze my current portfolio: I hold 10 AAPL at 180, 500 VOO at 400, and 2 BTC at 60k. Calculate the 99% VaR and check for concentration risks."
2. "Review my tech-heavy portfolio. I have 200 shares of NVDA and 50 shares of TSLA. Generate a risk report including sector concentration."
3. "Is my portfolio diversified enough? Check my current holdings [Portfolio Data] and suggest potential rebalancing based on the sector breakdown."

Tips & Limitations

• Data Accuracy: Always provide the most recent cost basis and share counts to ensure P&L calculations are accurate.
• Correlation Assumptions: The VaR model uses a simplified correlation coefficient of 0.5. For highly correlated assets, the actual risk may be higher than reported.
• Volatility Inputs: Ensure your search settings allow the agent to retrieve historical volatility data from public sources to improve the precision of the parametric calculations.
• Institutional Context: While the reports provide institutional-grade metrics, they should be used as a supplementary tool alongside personal financial due diligence.