Check a Trading 212 portfolio for concentration, currency exposure, cash levels, and risky pending orders using TradePilot's deterministic tools. Use when the user asks about risk, diversification, exposure, or "am I too concentrated".
Install
npx skillscat add kukutx/tradepilot212/risk-check Install via the SkillsCat registry.
SKILL.md
Risk check
- Call
analyze_portfolio_allocation. If the user states their own limits, such as "no position above 10%", pass them asmaxSingleWeightand the other limits. - Call
get_portfolio_dashboardto see pending orders. - For each pending order, call
get_market_hourswhen its market is closed or in an extended session. A Market order placed while the market is closed is queued and fills at the next open, possibly at a gap price.
Report:
- every flag the tool raised, in plain language;
- the largest holding, the top-5 share and the effective number of holdings;
- the currency split, noting that FX moves affect returns in the account currency;
- the cash share;
- pending orders that look stale, are far from the last known price, or will queue at the next open.
Do not compute weights yourself; quote the tool output. Do not prepare orders unless the user asks. Reply in the user's language.