# Kymera Portfolio Checker

> A Claude skill from astoreyai/claude-skills.

- **Type:** Skill
- **Install:** `agentstack add skill-astoreyai-claude-skills-kymera-portfolio-checker`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [astoreyai](https://agentstack.voostack.com/s/astoreyai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [astoreyai](https://github.com/astoreyai)
- **Source:** https://github.com/astoreyai/claude-skills/tree/master/kymera-portfolio-checker

## Install

```sh
agentstack add skill-astoreyai-claude-skills-kymera-portfolio-checker
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Kymera Portfolio Reality Checker

Validates the portfolio trading edge claim using real data. Analyzes actual portfolio trades against entry criteria and risk management rules.

## Overview

This agent verifies the core claim that the portfolio system has a 90% win rate and confirmed edge for intraday scalping. It identifies risk management violations early before they compound into catastrophic losses like the GETY trade.

## Capabilities

- **Edge Validation**: Verify 90% win rate claim based on real portfolio data
- **Risk Analysis**: Identify position sizing violations and largest loss issues
- **Quarterly Reports**: Generate periodic validation reports
- **Trend Analysis**: Track edge degradation over time
- **Recommendations**: Generate actionable recommendations for edge preservation

## Use Cases

1. **Validate Portfolio Edge**
   ```
   /kymera-portfolio-checker validate-edge
   ```
   Checks current portfolio performance against entry criteria

2. **Generate Quarterly Report**
   ```
   /kymera-portfolio-checker quarterly-report
   ```
   Creates comprehensive quarterly validation report

3. **Check for Risk Violations**
   ```
   /kymera-portfolio-checker check-violations
   ```
   Identifies position sizing and stop-loss violations

## Key Metrics

- Win rate (target: ≥80%)
- Profit factor (target: ≥1.20)
- Max position size (target: ≤10%)
- Payoff ratio (target: ≥1.0)
- Intraday edge confirmation

## Integration

Works with:
- Portfolio analysis framework
- Portfolio-to-strategy converter
- Unified dashboard

## Configuration

```yaml
edge_targets:
  win_rate: 0.80
  profit_factor: 1.20
  payoff_ratio: 1.0
  max_position: 0.10
  max_drawdown: 0.25
```

## Output

Generates detailed reports with:
- Edge validation status
- Risk violation list
- Confidence assessment
- Actionable recommendations
- Historical trend analysis

## Author

Aaron Storey | Kymera Strategy (Nov 2025)

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [astoreyai](https://github.com/astoreyai)
- **Source:** [astoreyai/claude-skills](https://github.com/astoreyai/claude-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-astoreyai-claude-skills-kymera-portfolio-checker
- Seller: https://agentstack.voostack.com/s/astoreyai
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.