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converts recommendations int...\n\nTags: latest:1.0.2\n\nVersion history:\n\nv1.0.2 | 2026-05-22T00:21:40.156Z | user\n\nUpdate Vietnam institutional stock skill system with D1 governance, trade decision policy, and harness agent guide.\n\nv1.0.1 | 2026-02-25T01:18:13.654Z | auto\n\n- Removed the \"user-invocable: true\" field from SKILL.md for improved configuration.\n- No user-facing functionality or behavioral changes.\n\nv1.0.0 | 2026-02-24T15:58:13.169Z | auto\n\nInitial release: Provides disciplined portfolio management and risk budgeting for Vietnamese stock investors (no margin).\n\n- Introduces a mini IPS and risk budgeting framework to reduce overtrading and promote consistency.\n- Converts stock recommendations into conditional (“trigger/invalidation/horizon/confidence”) guidelines, not absolute buy/sell signals.\n- Establishes position-sizing policies, including max position weights, starter positions, and cash buffers.\n- Outlines clear input requirements, output structure (5 sections), and strict guardrails for user control and transparency.\n- Supports monthly cash inflows and enables rebalancing using new funds before portfolio rotation.\n- Ensures all actions are based on the user’s confirmed watchlist, highlighting data gaps where needed.\n\nArchive index:\n\nArchive v1.0.2: 4 files, 3887 bytes\n\nFiles: _meta.json (141b), agents/openai.yaml (492b), skill-card.md (2401b), SKILL.md (3563b)\n\nFile v1.0.2:SKILL.md\n\n---\nname: portfolio-risk-manager\ndescription: 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.\nmetadata: {\"openclaw\":{\"emoji\":\"🛡️\"}}\ndisable-model-invocation: false\n---\n\n# Portfolio Risk Manager (No Margin, No Sector Preference)\n\n## Purpose\n\nUse 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.\n\n## Scope\n\n- Vietnam equity investors.\n- No margin or leverage.\n- No derivatives.\n- No forced sector preference.\n- User-confirmed watchlist only (`ACTIVE_WATCHLIST`).\n\n## Non-goals\n\n- Do not issue absolute buy/sell instructions.\n- Do not propose margin, derivatives, or leverage.\n- Do not modify `ACTIVE_WATCHLIST`; only propose draft changes that require user confirmation.\n\n## Input contract\n\nMinimum required inputs:\n- `ACTIVE_WATCHLIST`: user-confirmed tickers.\n- `MONTHLY_CASH_INFLOW_VND`: monthly contribution amount. If missing, assume `10000000` and disclose the assumption.\n\nOptional inputs:\n- `HOLDINGS`: ticker, weight percentage, and cost basis if available.\n- `RISK_PROFILE`: horizon and maximum drawdown target.\n- `CONFIDENCE_MAP`: ticker-level confidence from `equity-valuation-framework` or `stock-picker-orchestrator`.\n\nIf `HOLDINGS` or weights are missing, output a general policy and list the exact data needed for a position-specific plan.\n\n## Output format (required)\n\nReturn exactly these five sections:\n\n### 1) IPS Mini\n- Objective\n- Horizon\n- Target maximum drawdown\n- 6-10 discipline rules\n\n### 2) Sizing Policy\nDefault policy unless the user provides a different risk profile:\n- `max_single_name_weight_pct`: 10-12%\n- `starter_position_pct`: 2-3%\n- `add_on_step_pct`: 1-3% per confirmation event\n- `cash_buffer_pct`: 5%\n- `leverage_pct`: 0%\n- `target_weight_pct`\n- `max_weight_pct`\n- `estimated_trade_value_vnd`\n- `requires_user_confirmation`\n\n### 3) Per-Ticker Risk Plan\nFor each watchlist ticker:\n- Horizon\n- Trigger to add risk\n- Trigger to reduce risk\n- Invalidation condition\n- Confidence and data gaps\n\n### 4) Rebalance Plan\n- Cadence: monthly review\n- Drift threshold: 5 percentage points from target weight unless the user specifies otherwise\n- Prefer new cash flow for rebalancing before selling existing positions\n\n### 5) Next Review Checklist\nProvide 3-8 items covering important triggers, data to verify, and upcoming events to monitor.\n\n## Guardrails\n\n- Treat `ACTIVE_WATCHLIST` as the single source of truth.\n- Use conditional action framing, not absolute trading instructions.\n- If confidence is low or data is missing, prefer starter sizing and disclose gaps.\n- Separate `Fact`, `Assumption`, and `Inference`.\n- Recommendation labels may be converted into target weights, but target-state updates require explicit user approval and must be routed through `institutional-governance`.\n- Broker execution is disabled in the current phase.\n- Treat approved target state as a portfolio planning record, not a broker order.\n\n## Workflow\n\n1. Build the IPS mini from the user's constraints.\n2. Set the sizing policy.\n3. Map each watchlist ticker to triggers and invalidation conditions using available macro, news, valuation, and confidence inputs.\n4. Define the rebalance cadence and drift threshold.\n5. Return the checklist and unresolved data gaps.\n\nFile v1.0.2:_meta.json\n\n{\n  \"ownerId\": \"kn7aqz9b9xv2mmyvsg54n5kecn81kkaf\",\n  \"slug\": \"portfolio-risk-manager\",\n  \"version\": \"1.0.2\",\n  \"publishedAt\": 1779409300156\n}\n\nFile v1.0.2:skill-card.md\n\n## Description:\n\nEstablishes 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.\n\nThis skill is ready for commercial/non-commercial use.\n\n## Publisher:\n\n[teahann](https://clawhub.ai/user/teahann)\n\n### License/Terms of Use:\n\nMIT-0\n\n## Use Case:\n\nExternal 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.\n\n### Deployment Geography for Use:\n\nGlobal (focused on Vietnam equity investing)\n\n## Known Risks and Mitigations:\n\nRisk: Portfolio-planning output could be mistaken for broker orders or personalized financial advice.\n\nMitigation: Treat outputs as planning support, verify assumptions and holdings data, and require user review before acting on target weights.\n\nRisk: Missing holdings, weights, or cash-flow inputs can make position-specific recommendations unreliable.\n\nMitigation: Disclose assumptions, list required missing data, and provide a general policy when position-specific inputs are unavailable.\n\nRisk: Concentration or leverage risk could increase if guidance is applied outside the skill scope.\n\nMitigation: Keep leverage at 0%, avoid margin and derivatives, cap single-name exposure, and use conditional triggers and invalidation rules.\n\n## Reference(s):\n\n- [ClawHub skill page](https://clawhub.ai/teahann/skills/portfolio-risk-manager)\n\n## Skill Output:\n\n**Output Type(s):** [text, markdown, guidance]\n\n**Output Format:** [Markdown with five required sections: IPS Mini, Sizing Policy, Per-Ticker Risk Plan, Rebalance Plan, and Next Review Checklist]\n\n**Output Parameters:** [1D]\n\n**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.]\n\n## Skill Version(s):\n\n1.0.2 (source: server release evidence)\n\n## Ethical Considerations:\n\nUsers 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.\n\nFile v1.0.2:agents/openai.yaml\n\ninterface:\n  display_name: \"Portfolio Risk Manager (No Margin)\"\n  short_description: \"Mini IPS and no-margin position sizing.\"\n  default_prompt: |\n    Use $portfolio-risk-manager with the current ACTIVE_WATCHLIST.\n    Assume MONTHLY_CASH_INFLOW_VND=10000000 if the user does not provide a value.\n    If holdings or weights are missing, provide a general policy and list the exact data needed for a position-specific plan.\n\npolicy:\n  allow_implicit_invocation: true\n\ndependencies:\n  tools: []\n\nArchive v1.0.1: 3 files, 2884 bytes\n\nFiles: agents/openai.yaml (529b), SKILL.md (3714b), _meta.json (141b)\n\nFile v1.0.1:SKILL.md\n\n---\nname: portfolio-risk-manager\ndescription: Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều kiện” (trigger/invalidation/horizon/confidence), giảm overtrading và giúp daily/weekly/monthly nhất quán.\nmetadata: {\"openclaw\":{\"emoji\":\"🛡️\"}}\ndisable-model-invocation: false\n---\n\n# Portfolio Risk Manager (No-Margin, No Sector Preference)\n\n## Skill này để làm gì\nSkill này đóng vai trò **“hiến pháp danh mục” (IPS mini)** và **risk budgeting** để:\n- Giữ kỷ luật (không bị tin tức kéo tay).\n- Tránh rủi ro tập trung (1 mã kéo sập danh mục).\n- Chuẩn hoá khuyến nghị thành **thiên hướng có điều kiện** (không lệnh tuyệt đối).\n- Tái cân bằng bằng dòng tiền nạp thêm (ví dụ 10 triệu/tháng) thay vì xoay vòng quá mức.\n\n## Phạm vi (Scope)\n- Nhà đầu tư cổ phiếu Việt Nam.\n- **Không margin/đòn bẩy**.\n- **Không yêu cầu chọn ngành cụ thể** (ưu tiên đa dạng hóa tự nhiên).\n- Watchlist do user xác nhận (`ACTIVE_WATCHLIST`).\n\n## Không làm gì (Non-goals)\n- Không đưa lệnh mua/bán tuyệt đối kiểu “mua ngay/cắt ngay”.\n- Không đề xuất margin, phái sinh.\n- Không tự thay `ACTIVE_WATCHLIST` (chỉ tạo *draft* đề xuất).\n\n## Input contract\nTối thiểu cần:\n- `ACTIVE_WATCHLIST`: danh sách ticker user chốt.\n- `MONTHLY_CASH_INFLOW_VND`: số tiền nạp thêm mỗi tháng (vd: 10000000).\n\nNếu có thì dùng thêm (tốt hơn):\n- `HOLDINGS` hiện tại (ticker, weight%, cost_basis nếu user có).\n- `RISK_PROFILE`: horizon (ngắn/trung/dài), `max_drawdown_pct`.\n- `CONFIDENCE_MAP`: confidence theo ticker từ `equity-valuation-framework` / orchestrator.\n\nNếu thiếu `HOLDINGS/weights`:\n- Phải xuất policy chung + nêu rõ dữ liệu cần user bổ sung.\n\n## Output format (bắt buộc)\nXuất đúng 5 khối sau:\n\n### 1) IPS mini\n- Objective\n- Horizon\n- Max drawdown mục tiêu\n- 6–10 rules (kỷ luật)\n\n### 2) Sizing policy (khung tỷ trọng)\nMặc định gợi ý (có thể chỉnh khi user nói khác):\n- `max_single_name_weight_pct`: 10–12%\n- `starter_position_pct`: 2–3% (thăm dò)\n- `add_on_step_pct`: 1–3%/lần khi trigger xác nhận\n- `cash_buffer_pct`: 5%\n- Leverage: 0%\n\n### 3) Per-ticker risk plan (theo watchlist)\nVới mỗi mã:\n- Horizon\n- Trigger **ADD** (điều kiện tăng thăm dò/tăng tỷ trọng)\n- Trigger **REDUCE** (điều kiện giảm rủi ro)\n- **Invalidation** (điều kiện thesis sai → phải giảm/cắt)\n- Confidence + data gaps\n\n### 4) Rebalance plan\n- Cadence: monthly review + drift threshold\n- Drift threshold gợi ý: 5% (hoặc theo user)\n- Ưu tiên dùng cashflow mới để rebalance trước khi bán/mua xoay vòng\n\n### 5) Checklist kỳ tới\n3–8 mục: trigger quan trọng, dữ liệu cần xác nhận, sự kiện cần theo dõi.\n\n## Guardrails\n- Single source of truth: luôn dùng `ACTIVE_WATCHLIST`, không tự đổi.\n- Không lệnh tuyệt đối; chỉ “thiên hướng + điều kiện + invalidation + confidence”.\n- Khi confidence thấp / thiếu dữ liệu: ưu tiên starter size + nêu rõ gaps.\n- Tách Fact vs Interpretation.\n\n## Workflow (cách làm)\n1) Tạo IPS mini theo thông tin user (không margin).\n2) Thiết lập sizing policy (cap, starter, add-on, cash buffer).\n3) Map watchlist → triggers/invalidation (dựa trên outputs macro/news/valuation nếu có).\n4) Chốt rebalance plan (time + threshold; dùng cashflow mới).\n5) Xuất checklist + gaps.\n\nFile v1.0.1:_meta.json\n\n{\n  \"ownerId\": \"kn7aqz9b9xv2mmyvsg54n5kecn81kkaf\",\n  \"slug\": \"portfolio-risk-manager\",\n  \"version\": \"1.0.1\",\n  \"publishedAt\": 1771982293654\n}\n\nFile v1.0.1:agents/openai.yaml\n\ninterface:\n  display_name: \"Portfolio Risk Manager (No-Margin)\"\n  short_description: \"IPS mini + risk budgeting + position sizing; biến khuyến nghị thành hành động có điều kiện\"\n  default_prompt: |\n    Dùng portfolio-risk-manager với ACTIVE_WATCHLIST hiện tại.\n    Giả định MONTHLY_CASH_INFLOW_VND=10000000 nếu user không nêu.\n    Nếu thiếu holdings/weights thì đưa policy chung + nêu rõ dữ liệu cần bổ sung.\n\npolicy:\n  allow_implicit_invocation: true\n\ndependencies:\n  tools: []\n\nArchive v1.0.0: 3 files, 2894 bytes\n\nFiles: agents/openai.yaml (529b), SKILL.md (3735b), _meta.json (141b)\n\nFile v1.0.0:SKILL.md\n\n---\nname: portfolio-risk-manager\ndescription: Thiết lập kỷ luật quản trị danh mục (IPS mini) + position sizing theo risk budgeting cho nhà đầu tư cổ phiếu (không margin), biến khuyến nghị thành “có điều kiện” (trigger/invalidation/horizon/confidence), giảm overtrading và giúp daily/weekly/monthly nhất quán.\nmetadata: {\"openclaw\":{\"emoji\":\"🛡️\"}}\nuser-invocable: true\ndisable-model-invocation: false\n---\n\n# Portfolio Risk Manager (No-Margin, No Sector Preference)\n\n## Skill này để làm gì\nSkill này đóng vai trò **“hiến pháp danh mục” (IPS mini)** và **risk budgeting** để:\n- Giữ kỷ luật (không bị tin tức kéo tay).\n- Tránh rủi ro tập trung (1 mã kéo sập danh mục).\n- Chuẩn hoá khuyến nghị thành **thiên hướng có điều kiện** (không lệnh tuyệt đối).\n- Tái cân bằng bằng dòng tiền nạp thêm (ví dụ 10 triệu/tháng) thay vì xoay vòng quá mức.\n\n## Phạm vi (Scope)\n- Nhà đầu tư cổ phiếu Việt Nam.\n- **Không margin/đòn bẩy**.\n- **Không yêu cầu chọn ngành cụ thể** (ưu tiên đa dạng hóa tự nhiên).\n- Watchlist do user xác nhận (`ACTIVE_WATCHLIST`).\n\n## Không làm gì (Non-goals)\n- Không đưa lệnh mua/bán tuyệt đối kiểu “mua ngay/cắt ngay”.\n- Không đề xuất margin, phái sinh.\n- Không tự thay `ACTIVE_WATCHLIST` (chỉ tạo *draft* đề xuất).\n\n## Input contract\nTối thiểu cần:\n- `ACTIVE_WATCHLIST`: danh sách ticker user chốt.\n- `MONTHLY_CASH_INFLOW_VND`: số tiền nạp thêm mỗi tháng (vd: 10000000).\n\nNếu có thì dùng thêm (tốt hơn):\n- `HOLDINGS` hiện tại (ticker, weight%, cost_basis nếu user có).\n- `RISK_PROFILE`: horizon (ngắn/trung/dài), `max_drawdown_pct`.\n- `CONFIDENCE_MAP`: confidence theo ticker từ `equity-valuation-framework` / orchestrator.\n\nNếu thiếu `HOLDINGS/weights`:\n- Phải xuất policy chung + nêu rõ dữ liệu cần user bổ sung.\n\n## Output format (bắt buộc)\nXuất đúng 5 khối sau:\n\n### 1) IPS mini\n- Objective\n- Horizon\n- Max drawdown mục tiêu\n- 6–10 rules (kỷ luật)\n\n### 2) Sizing policy (khung tỷ trọng)\nMặc định gợi ý (có thể chỉnh khi user nói khác):\n- `max_single_name_weight_pct`: 10–12%\n- `starter_position_pct`: 2–3% (thăm dò)\n- `add_on_step_pct`: 1–3%/lần khi trigger xác nhận\n- `cash_buffer_pct`: 5%\n- Leverage: 0%\n\n### 3) Per-ticker risk plan (theo watchlist)\nVới mỗi mã:\n- Horizon\n- Trigger **ADD** (điều kiện tăng thăm dò/tăng tỷ trọng)\n- Trigger **REDUCE** (điều kiện giảm rủi ro)\n- **Invalidation** (điều kiện thesis sai → phải giảm/cắt)\n- Confidence + data gaps\n\n### 4) Rebalance plan\n- Cadence: monthly review + drift threshold\n- Drift threshold gợi ý: 5% (hoặc theo user)\n- Ưu tiên dùng cashflow mới để rebalance trước khi bán/mua xoay vòng\n\n### 5) Checklist kỳ tới\n3–8 mục: trigger quan trọng, dữ liệu cần xác nhận, sự kiện cần theo dõi.\n\n## Guardrails\n- Single source of truth: luôn dùng `ACTIVE_WATCHLIST`, không tự đổi.\n- Không lệnh tuyệt đối; chỉ “thiên hướng + điều kiện + invalidation + confidence”.\n- Khi confidence thấp / thiếu dữ liệu: ưu tiên starter size + nêu rõ gaps.\n- Tách Fact vs Interpretation.\n\n## Workflow (cách làm)\n1) Tạo IPS mini theo thông tin user (không margin).\n2) Thiết lập sizing policy (cap, starter, add-on, cash buffer).\n3) Map watchlist → triggers/invalidation (dựa trên outputs macro/news/valuation nếu có).\n4) Chốt rebalance plan (time + threshold; dùng cashflow mới).\n5) Xuất checklist + gaps.\n\nFile v1.0.0:_meta.json\n\n{\n  \"ownerId\": \"kn7aqz9b9xv2mmyvsg54n5kecn81kkaf\",\n  \"slug\": \"portfolio-risk-manager\",\n  \"version\": \"1.0.0\",\n  \"publishedAt\": 1771948693169\n}\n\nFile v1.0.0:agents/openai.yaml\n\ninterface:\n  display_name: \"Portfolio Risk Manager (No-Margin)\"\n  short_description: \"IPS mini + risk budgeting + position sizing; biến khuyến nghị thành hành động có điều kiện\"\n  default_prompt: |\n    Dùng portfolio-risk-manager với ACTIVE_WATCHLIST hiện tại.\n    Giả định MONTHLY_CASH_INFLOW_VND=10000000 nếu user không nêu.\n    Nếu thiếu holdings/weights thì đưa policy chung + nêu rõ dữ liệu cần bổ sung.\n\npolicy:\n  allow_implicit_invocation: true\n\ndependencies:\n  tools: []","readmeExcerpt":"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. ","codeSnippets":[],"executableExamples":[],"parameters":null,"dependencies":[],"permissions":[],"extractedFiles":[{"path":"SKILL.md","content":"---\nname: portfolio-risk-manager\ndescription: 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.\nmetadata: {\"openclaw\":{\"emoji\":\"🛡️\"}}\ndisable-model-invocation: false\n---\n\n# Portfolio Risk Manager (No Margin, No Sector Preference)\n\n## Purpose\n\nUse 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.\n\n## Scope\n\n- Vietnam equity investors.\n- No margin or leverage.\n- No derivatives.\n- No forced sector preference.\n- User-confirmed watchlist only (`ACTIVE_WATCHLIST`).\n\n## Non-goals\n\n- Do not issue absolute buy/sell instructions.\n- Do not propose margin, derivatives, or leverage.\n- Do not modify `ACTIVE_WATCHLIST`; only propose draft changes that require user confirmation.\n\n## Input contract\n\nMinimum required inputs:\n- `ACTIVE_WATCHLIST`: user-confirmed tickers.\n- `MONTHLY_CASH_INFLOW_VND`: monthly contribution amount. If missing, assume `10000000` and disclose the assumption.\n\nOptional inputs:\n- `HOLDINGS`: ticker, weight percentage, and cost basis if available.\n- `RISK_PROFILE`: horizon and maximum drawdown target.\n- `CONFIDENCE_MAP`: ticker-level confidence from `equity-valuation-framework` or `stock-picker-orchestrator`.\n\nIf `HOLDINGS` or weights are missing, output a general policy and list the exact data needed for a position-specific plan.\n\n## Output format (required)\n\nReturn exactly these five sections:\n\n### 1) IPS Mini\n- Objective\n- Horizon\n- Target maximum drawdown\n- 6-10 discipline rules\n\n### 2) Sizing Policy\nDefault policy unless the user provides a different risk profile:\n- `max_single_name_weight_pct`: 10-12%\n- `starter_position_pct`: 2-3%\n- `add_on_step_pct`: 1-3% per confirmation event\n- `cash_buffer_pct`: 5%\n- `leverage_pct`: 0%\n- `target_weight_pct`\n- `max_weight_pct`\n- `estimated_trade_value_vnd`\n- `requires_user_confirmation`\n\n### 3) Per-Ticker Risk Plan\nFor each watchlist ticker:\n- Horizon\n- Trigger to add risk\n- Trigger to reduce risk\n- Invalidation condition\n- Confidence and data gaps\n\n### 4) Rebalance Plan\n- Cadence: monthly review\n- Drift threshold: 5 percentage points from target weight unless the user specifies otherwise\n- Prefer new cash flow for rebalancing before selling existing positions\n\n### 5) Next Review Checklist\nProvide 3-8 items covering important triggers, data to verify, and upcoming events to monitor.\n\n## Guardrails\n\n- Treat `ACTIVE_WATCHLIST` as the single source of truth.\n- Use conditional action framing, not absolute trading instructions.\n- If confidence is low or data is missing, prefer starter sizing and disclose gaps.\n- Separate `Fact`, `Assumption`, and `Inference`.\n- Recommendation labels may be converted into target weights, but target-st"},{"path":"_meta.json","content":"{\n  \"ownerId\": \"kn7aqz9b9xv2mmyvsg54n5kecn81kkaf\",\n  \"slug\": \"portfolio-risk-manager\",\n  \"version\": \"1.0.2\",\n  \"publishedAt\": 1779409300156\n}"},{"path":"skill-card.md","content":"## Description:\n\nEstablishes 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.\n\nThis skill is ready for commercial/non-commercial use.\n\n## Publisher:\n\n[teahann](https://clawhub.ai/user/teahann)\n\n### License/Terms of Use:\n\nMIT-0\n\n## Use Case:\n\nExternal 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.\n\n### Deployment Geography for Use:\n\nGlobal (focused on Vietnam equity investing)\n\n## Known Risks and Mitigations:\n\nRisk: Portfolio-planning output could be mistaken for broker orders or personalized financial advice.\n\nMitigation: Treat outputs as planning support, verify assumptions and holdings data, and require user review before acting on target weights.\n\nRisk: Missing holdings, weights, or cash-flow inputs can make position-specific recommendations unreliable.\n\nMitigation: Disclose assumptions, list required missing data, and provide a general policy when position-specific inputs are unavailable.\n\nRisk: Concentration or leverage risk could increase if guidance is applied outside the skill scope.\n\nMitigation: Keep leverage at 0%, avoid margin and derivatives, cap single-name exposure, and use conditional triggers and invalidation rules.\n\n## Reference(s):\n\n- [ClawHub skill page](https://clawhub.ai/teahann/skills/portfolio-risk-manager)\n\n## Skill Output:\n\n**Output Type(s):** [text, markdown, guidance]\n\n**Output Format:** [Markdown with five required sections: IPS Mini, Sizing Policy, Per-Ticker Risk Plan, Rebalance Plan, and Next Review Checklist]\n\n**Output Parameters:** [1D]\n\n**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.]\n\n## Skill Version(s):\n\n1.0.2 (source: server release evidence)\n\n## Ethical Considerations:\n\nUsers 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."},{"path":"agents/openai.yaml","content":"interface:\n  display_name: \"Portfolio Risk Manager (No Margin)\"\n  short_description: \"Mini IPS and no-margin position sizing.\"\n  default_prompt: |\n    Use $portfolio-risk-manager with the current ACTIVE_WATCHLIST.\n    Assume MONTHLY_CASH_INFLOW_VND=10000000 if the user does not provide a value.\n    If holdings or weights are missing, provide a general policy and list the exact data needed for a position-specific plan.\n\npolicy:\n  allow_implicit_invocation: true\n\ndependencies:\n  tools: []"}],"languages":[],"docsSourceLabel":"CLAWHUB","editorialOverview":"Establishes portfolio discipline through a mini IPS, risk budgeting, and no-margin position sizing for Vietnam equity investors; 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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... 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