llmquant-portfolio-lab
Installation
SKILL.md
LLMQuant Portfolio Lab
This category routes portfolio virtualization workflows: exposure maps, scenario states, and what-if simulations for real or hypothetical portfolios.
Routing Rules
- Identify portfolio ID, holdings list, benchmark, scenario, and requested visualization/output.
- Select the closest workflow below.
- Open only that workflow and relevant local assets/scripts.
- Use LLMQuant Data for positions, prices, ETF look-through, factors, scenarios, and risk model outputs.
- Report as-of dates, model dates, benchmark, missing holdings, and unsupported asset types.
Workflow Index
| User intent | Workflow |
|---|---|
| Map portfolio exposure by holdings, sectors, factors, geography, ETF look-through, and concentration. | workflows/portfolio-exposure-map.md |
| Simulate adds, trims, hedges, shocks, and virtual portfolio states. | workflows/portfolio-what-if-simulator.md |