{"schema_version":"2026-06-16","id":"qveris-portfolio-risk-monitor","name":"qveris-portfolio-risk-monitor","title":"Portfolio risk monitor","description":"Monitor a portfolio for concentration, drawdown, volatility, catalyst, news, and liquidity risks with auditable QVeris calls.","overview":"Use this skill for daily portfolio reviews and risk alerts. The agent reads holdings, discovers relevant QVeris market and news capabilities, asks before paid calls, and returns a risk dashboard with recommended checks.","official":true,"tags":["Finance","Portfolio","Risk","Monitoring","Alerts"],"scenarios":[{"id":"finance","label":"Finance analysis","description":"Market data, filings, fundamentals, exchange rates, and analyst workflows."},{"id":"operations","label":"Business operations","description":"Daily briefings, market monitoring, and structured team reports."}],"platforms":[{"id":"openclaw","label":"OpenClaw"},{"id":"cursor","label":"Cursor"},{"id":"claude-code","label":"Claude Code"},{"id":"cli","label":"CLI"}],"urls":{"catalog":"https://qveris.cn/skills/catalog.json","skill":"https://qveris.cn/skills/qveris-portfolio-risk-monitor","manifest":"https://qveris.cn/skills/qveris-portfolio-risk-monitor/manifest.json","agentGuide":"https://qveris.cn/skills/qveris-portfolio-risk-monitor/agent.md","github":"https://github.com/QVerisAI/open-qveris-skills/tree/main/qveris-portfolio-risk-monitor"},"installation":{"requires_user_confirmation":true,"safety_note":"Agents must get explicit user confirmation before installing a skill, writing configuration, or changing the local environment.","source_repository":{"owner":"QVerisAI","name":"open-qveris-skills","url":"https://github.com/QVerisAI/open-qveris-skills","skill_path":"qveris-portfolio-risk-monitor","skill_url":"https://github.com/QVerisAI/open-qveris-skills/tree/main/qveris-portfolio-risk-monitor","clone_command":"git clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/qveris-portfolio-risk-monitor"},"commands":[{"platform":"openclaw","platform_label":"OpenClaw","label":"Install skill","command":"openclaw skills install qveris-portfolio-risk-monitor"}]},"prompts":[{"id":"portfolio-review","title":"Portfolio review","description":"Review a portfolio for risk and catalysts.","prompt":"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."},{"id":"daily-risk-alert","title":"Daily risk alert","description":"Find what changed in portfolio risk today.","prompt":"Use QVeris to create a daily risk alert for this watchlist. Focus on price gaps, unusual volatility, major news, earnings dates, and liquidity changes."},{"id":"rebalance-check","title":"Rebalance check","description":"Check whether risk suggests trimming or adding exposure.","prompt":"Use QVeris to check whether this portfolio needs rebalancing. Do not give personalized investment advice; show risk drivers, evidence, and neutral actions to consider."}],"cases":[{"slug":"qveris-fmp-finance","title":"Use FMP with QVeris","description":"Turn structured financial data into callable agent capabilities.","source_label":"Product article","url":"https://qveris.cn/blog/qveris-fmp-finance"},{"slug":"qveris-twelve-data","title":"Twelve Data market capabilities","description":"Add market data coverage for global research and screening workflows.","source_label":"Product article","url":"https://qveris.cn/blog/qveris-twelve-data"},{"slug":"openclaw-a-shares-finance-assistant","title":"OpenClaw A-share finance assistant","description":"A practical workflow for source-backed A-share monitoring.","source_label":"Tutorial","url":"https://qveris.cn/blog/openclaw-a-shares-finance-assistant"}],"qveris_api":[{"action":"Discover","endpoint":"POST /search","title":"Find portfolio risk data","purpose":"Find quote, historical price, volatility, liquidity, earnings calendar, filings, and news capabilities.","sources":["FMP","Twelve Data","market data providers","news providers"],"sample_query":"portfolio risk volatility liquidity earnings calendar news API"},{"action":"Inspect","endpoint":"POST /tools/by-ids","title":"Inspect portfolio coverage","purpose":"Check coverage for every holding and show estimated calls before execution.","sources":["Capability schemas","Provider metrics","Billing rules"]},{"action":"Call","endpoint":"POST /tools/execute","title":"Call risk signals","purpose":"Call market, calendar, and news sources to generate risk alerts and concentration summaries.","sources":["Market data providers","Calendar providers","News providers"]}],"usage_estimate":{"title":"Expected QVeris usage","summary":"This workflow usually needs 6-24 paid Calls after free Discover and Inspect preflight. Cost depends on providers, ticker count, and time window.","typical_calls":"6-24","estimated_credits":"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."},"execution_flow":[{"title":"Parse holdings","description":"Normalize tickers, weights, cash, benchmark, and alert threshold."},{"title":"Discover coverage","description":"Use QVeris to find data for each holding and inspect paid-call cost."},{"title":"Call risk data","description":"Call bounded quote, volatility, liquidity, catalyst, and news data."},{"title":"Return dashboard","description":"Return risk scores, top changes, usage trace, and neutral actions to consider."}],"agent_instructions":["Select the best matching skill from the catalog based on the user's task.","Inspect installation.source_repository first and confirm the skill comes from the official QVerisAI/open-qveris-skills source repository.","Explain the skill, install command, QVeris API actions, and possible cost before making changes.","Run install commands or write configuration only after explicit user approval.","After installation, run the best matching prompt and report which Discover, Inspect, and Call actions were used."]}