ib-portfolio-action-report

Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.

Quality

75%

Does it follow best practices?

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Securityby

Passed

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tessl review fix ./.claude/skills/ib-portfolio-action-report/SKILL.md

Quality

Content

71%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-structured, mostly executable skill body with a clear three-step workflow and real backing script. Its main weaknesses are a broken template reference and report-formatting detail that should be split into the referenced template file rather than inlined.

Suggestions

Add the missing 'templates/markdown-template.md' file (or correct the path) so Step 2's reference resolves, which also lifts actionability and progressive_disclosure.

Move the 11-item Report Sections list and the JSON field enumeration into templates/markdown-template.md, leaving SKILL.md as a concise overview that points to it.

Add an explicit validation checkpoint in Step 2/3 (e.g. confirm the report file exists at the saved path before presenting it to the user).

Dimension	Reasoning	Score
Conciseness	The body is mostly lean with no padding about concepts Claude already knows, though the 11-item Report Sections list and full JSON field enumeration repeat detail that could live in the template file.	4 / 5
Actionability	Provides concrete, copy-paste commands ('uv run python scripts/report.py [--port PORT] [--account ACCOUNT]') backed by a real script and example block, but Step 2 references 'templates/markdown-template.md' which is not present in the bundle.	4 / 5
Workflow Clarity	Three steps are clearly sequenced with concrete commands and the IB Connection section includes port-fallback and failure guidance, though there is no explicit checkpoint verifying the report was saved correctly.	4 / 5
Progressive Disclosure	Section structure is reasonable and scripts/report.py is a real one-level reference, but 'templates/markdown-template.md' is a broken reference and the inlined Report Sections / JSON Output detail would be better placed in that external file.	3 / 5
	Total	15 / 20 Passed

Description

78%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description with clear what/when structure and natural trigger terms tied to a distinct IB niche. It is held back from a perfect score by the buzzword 'comprehensive' and trigger terms that are somewhat broad at the front of the clause.

Suggestions

Drop 'comprehensive' and instead enumerate the concrete report components (earnings dates, traffic-light risk indicators, technical analysis, spread groupings) to lift specificity.

Add a few synonyms to the trigger clause such as 'holdings', 'risk report', or 'earnings exposure' to broaden natural-term coverage.

Lead with the IB-specific qualifier earlier in the 'when' clause to reduce overlap risk with generic portfolio skills.

Dimension	Reasoning	Score
Specificity	Names the domain and concrete actions ('earnings dates and risk assessment', 'portfolio action report'), but 'comprehensive' is vague filler and the action list is limited to roughly two sub-features rather than a fuller enumeration.	3 / 5
Completeness	Explicitly answers what ('Generate a comprehensive portfolio action report with earnings dates and risk assessment') and when ('Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts') with concrete trigger phrases.	5 / 5
Trigger Term Quality	'portfolio review, action items, earnings risk, or position management' are natural phrases a user would say, with good coverage, though a few synonyms (e.g. 'holdings', 'risk report') are missing.	4 / 5
Distinctiveness Conflict Risk	The IB-specific niche ('across IB accounts', 'TWS or IB Gateway') makes it mostly distinct, but the leading trigger terms 'portfolio review' and 'action items' are broad and could overlap with generic portfolio skills.	4 / 5
	Total	16 / 20 Passed

Validation

93%

Warnings & errors only

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 15 / 16 Passed

Validation for skill structure

Criteria	Description	Result
frontmatter_unknown_keys	Unknown frontmatter key(s) found; consider removing or moving to metadata	Warning

	Total	15 / 16 Passed

Repository: staskh/trading_skills
Path: .claude/skills/ib-portfolio-action-report/SKILL.md
Commit: 9a1bf57

Reviewed: 5 days ago

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