# Portfolio risk monitor

Monitor a portfolio for concentration, drawdown, volatility, catalyst, news, and liquidity risks with auditable QVeris calls.

## Agent Install Policy

Agents must get explicit user confirmation before installing a skill, writing configuration, or changing the local environment.

1. Read this guide and the manifest: https://qveris.cn/skills/qveris-portfolio-risk-monitor/manifest.json
2. Explain to the user what will be installed and which QVeris API actions may be used.
3. Ask for explicit approval before running an install command or changing local configuration.
4. After approval, install the skill and run one starter prompt.

## Official GitHub Source

- Repository: https://github.com/QVerisAI/open-qveris-skills
- Skill path: qveris-portfolio-risk-monitor
- Skill source: https://github.com/QVerisAI/open-qveris-skills/tree/main/qveris-portfolio-risk-monitor
- Clone and inspect: `git clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/qveris-portfolio-risk-monitor`

## Install Commands

- OpenClaw: `openclaw skills install qveris-portfolio-risk-monitor`

## Starter Prompts

### Portfolio review
Review a portfolio for risk and catalysts.

```text
Use QVeris to review this portfolio: AAPL 25%, NVDA 25%, MSFT 20%, TSLA 15%, cash 15%. Flag concentration, drawdown, volatility, liquidity, catalyst, and news risks. Include QVeris calls used and estimated credits.
```

### Daily risk alert
Find what changed in portfolio risk today.

```text
Use QVeris to create a daily risk alert for this watchlist. Focus on price gaps, unusual volatility, major news, earnings dates, and liquidity changes.
```

### Rebalance check
Check whether risk suggests trimming or adding exposure.

```text
Use QVeris to check whether this portfolio needs rebalancing. Do not give personalized investment advice; show risk drivers, evidence, and neutral actions to consider.
```

## QVeris API Actions

- Discover `POST /search`: Find quote, historical price, volatility, liquidity, earnings calendar, filings, and news capabilities.
- Inspect `POST /tools/by-ids`: Check coverage for every holding and show estimated calls before execution.
- Call `POST /tools/execute`: Call market, calendar, and news sources to generate risk alerts and concentration summaries.

## Estimated QVeris Usage

This workflow usually needs 6-24 paid Calls after free Discover and Inspect preflight. Cost depends on providers, ticker count, and time window.

- Typical paid Call executions: 6-24
- Planning estimate: 6-220 credits
- Free actions: Discover, Inspect
- Paid actions: Call
- Note: Ask for explicit approval before paid Calls. Inspect billing_rule for every selected capability and reduce scope if the estimate is too high.

## Related Cases

- [Use FMP with QVeris](https://qveris.cn/blog/qveris-fmp-finance) - Turn structured financial data into callable agent capabilities.
- [Twelve Data market capabilities](https://qveris.cn/blog/qveris-twelve-data) - Add market data coverage for global research and screening workflows.
- [OpenClaw A-share finance assistant](https://qveris.cn/blog/openclaw-a-shares-finance-assistant) - A practical workflow for source-backed A-share monitoring.

## Human Page

https://qveris.cn/skills/qveris-portfolio-risk-monitor