Monitor Etf Holdings Drawdown Risk

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by fatfingererr · vlatest · Repository

Tracks ETF holdings' drawdown risk, alerting you to potential losses in your portfolio based on fatfingererr's analysis.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add monitor-etf-holdings-drawdown-risk npx -- -y @trustedskills/monitor-etf-holdings-drawdown-risk
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "monitor-etf-holdings-drawdown-risk": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/monitor-etf-holdings-drawdown-risk"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill monitors the holdings of Exchange-Traded Funds (ETFs) and calculates their drawdown risk. It helps investors assess potential losses by analyzing historical price data against peak values within a specified timeframe.

When to use it

  • Evaluate the downside volatility of an ETF before adding it to a portfolio.
  • Compare the risk profiles of similar funds based on their maximum historical drawdowns.
  • Identify if a specific fund has experienced severe losses during recent market corrections.
  • Set stop-loss thresholds or rebalance strategies based on calculated risk metrics.

Key capabilities

  • Retrieves current holdings for specified ETF tickers.
  • Calculates maximum drawdown percentages over user-defined time periods.
  • Analyzes historical price performance to determine risk exposure.
  • Provides data-driven insights into potential portfolio losses.

Example prompts

  • "What is the maximum drawdown of VOO over the last 12 months?"
  • "Compare the drawdown risk between SPY and QQQ during the 2022 market correction."
  • "Show me the current holdings for SCHD and their associated drawdown percentages."

Tips & gotchas

  • Ensure you specify a clear time range (e.g., "last 6 months") to get relevant historical context.
  • Drawdown calculations rely on past performance, which does not guarantee future results or protect against future losses.

Tags

🛡️

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Details

Version
vlatest
License
Author
fatfingererr
Installs
31

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Passed automated security scans.