Portfolio Exposure Review

Use this skill after single-name evidence and thesis work when the question is about portfolio fit. It does not execute trades or prescribe an order; it frames position-level risks, constraints, and watch items for the user.

Inputs

• target thesis, valuation scenario, market signals, and risk diligence where available
• current or proposed position size if the user provides it
• portfolio holdings, sector weights, factor exposures, cash, liquidity needs, or risk limits when available
• benchmark, mandate, time horizon, and tax or restriction context when relevant

Workflow