Position Sizing

Community

agentii-ai

position-sizing

position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing

Overview

Publisher	agentii-ai
Repository	`agentii-investment-intelligence`
Skill name	`position-sizing`
Stars	207
Forks	16
Bundled files	2
License	Apache-2.0
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
2 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by agentii-ai on GitHub. Read the source before you install it.

Installation

Install the Position Sizing AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git /tmp/agentii-investment-intelligence
mkdir -p .claude/skills
cp -r /tmp/agentii-investment-intelligence/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing .claude/skills/position-sizing

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Position Sizing in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Position Sizing on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Position Sizing is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Defaults

Parameter	Default Value	Rationale
parameter_free	true	This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter

Preflight

Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query knowledge entries for relevant frameworks; query search_by_analogue for historical cases.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

See ## Protocol section below.

Position Sizing

Portfolio strategy analysis powered by spec 037 L3 knowledge base.

Preflight

Run the canonical pre-flight sequence. See contracts/preflight.md.

Data Source Priority

Knowledge entries (L3 strategy frameworks) → 2. search_by_analogue for strategy cases → 3. XBRL facts (position/portfolio context)

Protocol

Strategy Framework — apply L3 frameworks from references/knowledge-frameworks.md
Analogue Retrieval — query historical cases matching the strategy pattern
Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query gold.knowledge_entries for frameworks; query search_by_analogue for historical cases.

Temporal Scope

See frontmatter temporal_scope.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

See ## Protocol section below.

Output File

{ticker}/{YYYY-MM-DD_HHMM}_position-sizing_{affix}.md

Output Structure

Executive Summary — key findings in 2-3 sentences
Framework Analysis — applied frameworks with specific findings
Quantitative Metrics — relevant calculations and benchmarks
Historical Analogues — matched cases with citations
Risk Assessment — key risk factors and mitigants
Coverage Gaps — data limitations and degraded flags
Executive Summary 2. Strategy Framework 3. Quantitative Analysis 4. Historical Analogues 5. Risk Assessment 6. Scenarios

Error Handling

| No L3 frameworks available | Proceed with standard analysis; flag knowledge_coverage: degraded |

Final Summary (TUI)

Include ### Key Citations block (0–10 /v/ URLs).

Memory Load

Load prior context before retrieval. See contracts/memory-load.md.

Snapshot

Post-session synthesis. See contracts/snapshot-synthesis.md.

Output Frontmatter

Structured output per contracts/output-frontmatter-schema.md.

References

references/knowledge-frameworks.md, contracts/citation-and-memory.md

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Position Sizing AI skill do?

position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing

Why use Position Sizing on TypingMind?

Because you install it once and use it with any model. Position Sizing is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Position Sizing in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Position Sizing?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Position Sizing?

As many as you like. As long as a model supports skills, you can use Position Sizing with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Position Sizing AI skill free?

Yes. It is published on GitHub by agentii-ai under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Defaults

Preflight

Methodology

Retrieval Scope

Retrieval Strategy

Temporal Scope

Tool Allowlist

Protocol

Position Sizing

Preflight

Data Source Priority

Protocol

Methodology

Retrieval Scope

Retrieval Strategy

Temporal Scope

Tool Allowlist

Protocol

Output File

Output Structure

Error Handling

Final Summary (TUI)

Memory Load

Snapshot

Output Frontmatter

References

Bundled files

Frequently asked questions

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