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Portfolio Review

Investing skill, available on Zeplik

Portfolio Review is a ready-to-run investing skill on Zeplik. Review an uploaded or pasted portfolio (holdings CSV, brokerage export, typed list) for allocation, concentration, and risk exposures. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.

The Portfolio Review skill loads automatically when your request matches it, or you can invoke it directly by typing /portfolio-review in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Portfolio Review skill can do

Try these prompts on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

How the Portfolio Review skill works

Portfolio Review

Framing: This is an objective read of the positions the user provides — information and analysis, not investment advice, and not a recommendation to buy, sell, or rebalance. Ground every weight in the numbers given; use stock_quote for live values only where needed.

Quick start

  1. Ask the user to upload or paste their holdings: ticker/name, shares or dollar value, and (ideally) cost basis. A brokerage CSV export is ideal. If they only describe it vaguely, ask for the actual positions — do not assume holdings.
  2. If they gave shares but not values, use stock_quote to fetch live prices (dated) and compute market values. If pricing is unavailable, ask for dollar values instead — never price from memory.
  3. Compute weights and run the lenses below.

What to analyze

  1. Allocation snapshot — each position as a % of total, largest to smallest, plus totals by whatever groupings the data supports (asset class, sector, geography) — only groupings you can derive from the provided data, not guessed.

  2. Concentration — flag single positions above ~10% and any sector/theme above ~25-30% of the book. State the thresholds as rules of thumb, not rules. Note top-5 weight.

  3. Exposure read — what the portfolio is effectively a bet on (e.g. "68% mega-cap US tech"), correlated clusters that move together, and any obvious gaps (no fixed income, no international) — described neutrally.

  4. Risk observations — concentration risk, correlation risk, cash drag, and (if cost basis given) large embedded gains/losses that affect tax and rebalancing. Facts, not directives.

  5. Questions to consider — frame follow-ups the user should think through with their own goals and risk tolerance (time horizon, income needs, conviction in the concentrated names) rather than telling them what to do.

Guardrails

  • Not investment advice. Do not tell the user to buy, sell, trim, or rebalance. Surface facts and trade-offs; the decision is theirs (and their advisor's).
  • Weights from data only. Every percentage traces to the positions provided or a live price. If data is missing, say so and show what you could compute.
  • No performance projections. Do not forecast returns or "optimal" allocations.
  • Respect the unknown. You don't know their full financial picture, goals, or other accounts; say so and keep the read scoped to what was shared.

How to use the Portfolio Review skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Portfolio Review skill right away.

  2. Describe your investing task

    Ask in plain language, or type /portfolio-review to invoke the skill directly. Zeplik recognizes the Portfolio Review skill and applies its method.

  3. Review and refine the result

    Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.

Source and credit

Author
Zeplik
License
proprietary

Original Zeplik skill. Built and maintained by the Zeplik team.

Frequently asked questions

What is the Portfolio Review skill?
Portfolio Review is a ready-to-run investing skill on Zeplik. Review an uploaded or pasted portfolio (holdings CSV, brokerage export, typed list) for allocation, concentration, and risk exposures. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
How do I use Portfolio Review on Zeplik?
Sign in to Zeplik and ask in plain language, or type /portfolio-review in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Portfolio Review skill use?
Any model you choose. Zeplik works across every model in one chat, so the Portfolio Review skill runs on your preferred model for the task.
Where does the Portfolio Review skill come from?
The Portfolio Review skill is an original Zeplik skill, maintained by the Zeplik team.
How much does the Portfolio Review skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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Portfolio Review - Investing skill for Zeplik AI | Zeplik Chat