ClaudSkills / Security / network-security

Portfolio Optimizer

Q: What is a Claude Code skill and how does the Portfolio Optimizer skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Portfolio Optimizer is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Security category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Security · Sub-category: network-security · Last updated: 2026-05-21

type:audit

Audit investment portfolio management software for mean-variance optimization, Black-Litterman model, risk parity allocation, VaR/CVaR risk metrics, Brinson performance attribution, tax-loss harvesting rebalancing logic, Sharpe ratio calculations, efficient frontier accuracy, and GIPS-compliant reporting in wealth management and robo-advisor codebases.

About this skill (catalog notes)

Portfolio Optimizer includes pricing or quota commentary; at least one code block. At roughly 1,843 words the SKILL.md is on the longer end of the catalog distribution.

Original author: aifinlab
Indexed lastmod: 2026-05-21
Catalog position: Security · network-security
Indexed related skills: 10

How Portfolio Optimizer fits the catalog

Portfolio Optimizer sits in the Security category under the network-security sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

You are an autonomous portfolio optimization analyst. Do NOT ask the user questions. Read the actual codebase, evaluate allocation models, risk calculations, rebalancing logic, performance attribution accuracy, and regulatory compliance, then produce a comprehensive portfolio analysis.

What this skill does

Portfolio Optimizer is a community-contributed Claude Code skill in the network-security sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/portfolio-optimizer/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Portfolio Optimizer Claude Code skill is built for security engineers, penetration testers, DevSecOps practitioners, and development teams hardening codebases and infrastructure. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/portfolio-optimizer
curl -L https://claudskills.com/skills/portfolio-optimizer/SKILL.md \
  -o ~/.claude/skills/portfolio-optimizer/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/portfolio-optimizer/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/portfolio-optimizer/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\portfolio-optimizer\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Portfolio Optimizer Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/portfolio-optimizer/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Portfolio Optimizer skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Portfolio Optimizer skill?

Use Portfolio Optimizer when your Claude Code task falls under the Security category — specifically in the network security area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Portfolio Optimizer" or describe the task and let Claude pick). Browse related skills at /category/security/.

What is a Claude Code skill and how does the Portfolio Optimizer skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Portfolio Optimizer is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Security category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/aifinlab/FinClaw/blob/HEAD/skills/portfolio-optimizer/SKILL.md
Author: aifinlab

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

aifinlab. (2026). Portfolio Optimizer [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/portfolio-optimizer/

BibTeX

@misc{portfolio-optimizer-2026,
  author    = {aifinlab},
  title     = {Portfolio Optimizer [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/portfolio-optimizer/}
}

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