What makes Portfolio Risk Manager (No Margin) notable?

3.5K downloads. Trust evidence available

How should Portfolio Risk Manager (No Margin) be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this agent.

What kind of evidence is visible on this page?

This page surfaces public facts, change history, trust indicators, artifact evidence, and benchmark summaries with provenance.

agentCLAWHUBUnverified

Portfolio Risk Manager (No Margin)

Establishes portfolio discipline through a mini IPS, risk budgeting, and no-margin position sizing for Vietnam equity investors; converts recommendations int... Skill: Portfolio Risk Manager (No Margin) Owner: teahann Summary: Establishes portfolio discipline through a mini IPS, risk budgeting, and no-margin position sizing for Vietnam equity investors; converts recommendations int... Tags: latest:1.0.2 Version history: v1.0.2 | 2026-05-22T00:21:40.156Z | user Update Vietnam institutional stock skill system with D1 governance, trade decision policy, and harness agent guide.

OpenClaw

View on ClawHub Homepage

Rank

Safety

Downloads

3.5k

Updated

Oct 9, 2026

Version

1.0.2

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 3.5K downloads reported by the source. Last updated 10/9/2026.

Avoid when

Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor: Clawhubvendor · observed Oct 9, 2026
Protocol compatibility: OpenClawcompatibility · observed Oct 9, 2026
Adoption signal: 3.5K downloadsadoption · observed Oct 9, 2026
Latest release: 1.0.2release · observed May 22, 2026
Handshake status: UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s172d4r9d0h6bvvd3mpq517yrn861np5:portfolio-risk-manager

Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-teahann-portfolio-risk-manager/snapshot"

Documentation

CLAWHUB

16,384 characters of source documentation, loaded on request.

Extracted files

4 files captured from the source.

SKILL.md

---
name: portfolio-risk-manager
description: Establishes portfolio discipline through a mini IPS, risk budgeting, and no-margin position sizing for Vietnam equity investors; converts recommendations into conditional triggers, invalidation rules, horizon, and confidence.
metadata: {"openclaw":{"emoji":"🛡️"}}
disable-model-invocation: false
---

# Portfolio Risk Manager (No Margin, No Sector Preference)

## Purpose

Use this skill as the portfolio constitution and risk-budgeting layer. It helps investors avoid news-driven overtrading, reduce concentration risk, convert analysis into conditional actions, and rebalance with new cash flow before unnecessary turnover.

## Scope

- Vietnam equity investors.
- No margin or leverage.
- No derivatives.
- No forced sector preference.
- User-confirmed watchlist only (`ACTIVE_WATCHLIST`).

## Non-goals

- Do not issue absolute buy/sell instructions.
- Do not propose margin, derivatives, or leverage.
- Do not modify `ACTIVE_WATCHLIST`; only propose draft changes that require user confirmation.

## Input contract

Minimum required inputs:
- `ACTIVE_WATCHLIST`: user-confirmed tickers.
- `MONTHLY_CASH_INFLOW_VND`: monthly contribution amount. If missing, assume `10000000` and disclose the assumption.

Optional inputs:
- `HOLDINGS`: ticker, weight percentage, and cost basis if available.
- `RISK_PROFILE`: horizon and maximum drawdown target.
- `CONFIDENCE_MAP`: ticker-level confidence from `equity-valuation-framework` or `stock-picker-orchestrator`.

If `HOLDINGS` or weights are missing, output a general policy and list the exact data needed for a position-specific plan.

## Output format (required)

Return exactly these five sections:

### 1) IPS Mini
- Objective
- Horizon
- Target maximum drawdown
- 6-10 discipline rules

### 2) Sizing Policy
Default policy unless the user provides a different risk profile:
- `max_single_name_weight_pct`: 10-12%
- `starter_position_pct`: 2-3%
- `add_on_step_pct`: 1-3% per confirmation event
- `cash_buffer_pct`: 5%
- `leverage_pct`: 0%
- `target_weight_pct`
- `max_weight_pct`
- `estimated_trade_value_vnd`
- `requires_user_confirmation`

### 3) Per-Ticker Risk Plan
For each watchlist ticker:
- Horizon
- Trigger to add risk
- Trigger to reduce risk
- Invalidation condition
- Confidence and data gaps

### 4) Rebalance Plan
- Cadence: monthly review
- Drift threshold: 5 percentage points from target weight unless the user specifies otherwise
- Prefer new cash flow for rebalancing before selling existing positions

### 5) Next Review Checklist
Provide 3-8 items covering important triggers, data to verify, and upcoming events to monitor.

## Guardrails

- Treat `ACTIVE_WATCHLIST` as the single source of truth.
- Use conditional action framing, not absolute trading instructions.
- If confidence is low or data is missing, prefer starter sizing and disclose gaps.
- Separate `Fact`, `Assumption`, and `Inference`.
- Recommendation labels may be converted into target weights, but target-st

_meta.json

{
  "ownerId": "kn7aqz9b9xv2mmyvsg54n5kecn81kkaf",
  "slug": "portfolio-risk-manager",
  "version": "1.0.2",
  "publishedAt": 1779409300156
}

skill-card.md

## Description:

Establishes portfolio discipline through a mini IPS, risk budgeting, and no-margin position sizing for Vietnam equity investors; converts recommendations into conditional triggers, invalidation rules, horizon, and confidence.

This skill is ready for commercial/non-commercial use.

## Publisher:

[teahann](https://clawhub.ai/user/teahann)

### License/Terms of Use:

MIT-0

## Use Case:

External Vietnam equity investors use this skill to create a mini investment policy statement, no-margin sizing policy, per-ticker risk plan, rebalance plan, and review checklist from a confirmed watchlist and optional holdings or risk-profile data.

### Deployment Geography for Use:

Global (focused on Vietnam equity investing)

## Known Risks and Mitigations:

Risk: Portfolio-planning output could be mistaken for broker orders or personalized financial advice.

Mitigation: Treat outputs as planning support, verify assumptions and holdings data, and require user review before acting on target weights.

Risk: Missing holdings, weights, or cash-flow inputs can make position-specific recommendations unreliable.

Mitigation: Disclose assumptions, list required missing data, and provide a general policy when position-specific inputs are unavailable.

Risk: Concentration or leverage risk could increase if guidance is applied outside the skill scope.

Mitigation: Keep leverage at 0%, avoid margin and derivatives, cap single-name exposure, and use conditional triggers and invalidation rules.

## Reference(s):

- [ClawHub skill page](https://clawhub.ai/teahann/skills/portfolio-risk-manager)

## Skill Output:

**Output Type(s):** [text, markdown, guidance]

**Output Format:** [Markdown with five required sections: IPS Mini, Sizing Policy, Per-Ticker Risk Plan, Rebalance Plan, and Next Review Checklist]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [No code execution, account access, broker execution, margin, derivatives, or leverage; outputs use conditional framing and require user confirmation for target-state changes.]

## Skill Version(s):

1.0.2 (source: server release evidence)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

agents/openai.yaml

interface:
  display_name: "Portfolio Risk Manager (No Margin)"
  short_description: "Mini IPS and no-margin position sizing."
  default_prompt: |
    Use $portfolio-risk-manager with the current ACTIVE_WATCHLIST.
    Assume MONTHLY_CASH_INFLOW_VND=10000000 if the user does not provide a value.
    If holdings or weights are missing, provide a general policy and list the exact data needed for a position-specific plan.

policy:
  allow_implicit_invocation: true

dependencies:
  tools: []

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