Concentration analysis
Skill yogeshg665/quill-trading-agent/skills/concentration-analysis
Detect single-name over-concentration and propose trims that bring an outsized position back under the per-position cap. WHEN: "am I too concentrated", "trim my biggest position", "reduce single-name risk", "this stock is too large a share", "cut overweight position".From its SKILL.md
npx -y skills add yogeshg665/quill-trading-agent --skill concentration-analysisAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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SKILL.md
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Concentration Analysis
Overview
A strategy that protects against single-name over-concentration. When a position's weight exceeds the per-position cap, it proposes a whole-share sell that trims the holding back to the cap.
When to Use
- During the strategy swarm, on every run with held positions.
- Do NOT use it for sector limits; that is enforced by the risk guardian.
Inputs
| Input | Required | Description |
|---|---|---|
goals.max_position_pct | yes | The maximum single-name weight. |
portfolio | yes | Held positions and their current valuations. |
Process
- Compute each position's weight in the portfolio.
- Identify positions whose weight exceeds the per-position cap.
- Size a whole-share sell that brings the position back to the cap.
- Emit one sell proposal per over-concentrated name.
Outputs
Whole-share sell OrderProposal objects for over-concentrated positions, each
citing the current weight and the cap.
Rationalizations
| Excuse | Rebuttal |
|---|---|
| "The winner keeps winning, let it ride past the cap." | Concentration risk is independent of conviction; trim to the cap. |
Red Flags
- A trim that leaves the position still above the cap.
- A sell on a position already within the cap.
Verification
- Each proposal reduces an over-cap position toward the limit.
- No proposal sells a within-cap position.
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.