portfolio-manager

· v0.1.0

High Risk

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

H:4 D:4 A:0 C:1

⚠️ Hazard Flags

PERSISTENCE FS_READ_USER NET_EGRESS_ANY CREDS_ENV CREDS_FILES PI_WEB

📋 Capabilities

Execution

❌ Shell execution
❌ Code execution
❌ Install dependencies
✅ Persistence
Privilege: user

Filesystem

❌ Read workspace
❌ Write workspace
✅ Read home
❌ Write home
❌ Read system
❌ Delete

Network

Egress: any
❌ Ingress

Credentials

✅ Environment vars
✅ Credential files
❌ Browser data
❌ Keychain

Actions

❌ send messages❌ post public❌ purchase❌ transfer money❌ deploy❌ delete external

🔒 Containment

Level: maximum

Recommended:

LOG_ACTIONS: Audit trail for all actions

⚡ Risks

Command injection risk: MCP_SQL_BLIND, TIRITH_DOTFILE_OVERWRITE high

Mitigation: Remove SQL exploitation patterns.

Social engineering indicators: SOCIAL_ENG_VAGUE_DESCRIPTION low

Mitigation: Provide clear, detailed description of skill functionality

Data exfiltration patterns: DATA_EXFIL_NETWORK_REQUESTS, DATA_EXFIL_ENV_VARS medium

Mitigation: Ensure network access is necessary and documented

Want a deeper analysis?

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🚨 Incident Response

Kill switch: Stop the agent process

Containment: Review logs for unexpected actions

Recovery: Depends on skill capabilities

📄 Raw SSDS JSON click to expand

{
  "meta": {
    "document_id": "ssds:auto:portfolio-manager:0.1.0",
    "ssds_version": "0.2.0",
    "scanner_version": "0.4.0+fe6fd9123d50",
    "created_at": "2026-03-05T02:27:18.410Z",
    "created_by": {
      "agent": "safeagentskills-cli/generate-ssds"
    },
    "language": "en",
    "notes": "Auto-generated SSDS. Manual review recommended."
  },
  "skill": {
    "name": "portfolio-manager",
    "version": "0.1.0",
    "format": "agent_skill",
    "description": "Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.",
    "publisher": "ClawHub",
    "source": {
      "channel": "local"
    },
    "artifact": {
      "sha256": "04502826378b05dc4fcc083f736533595b9cc8a390139dd77e138ef6210e6ee7",
      "hash_method": "files_sorted"
    }
  },
  "capabilities": {
    "execution": {
      "can_exec_shell": false,
      "can_exec_code": false,
      "privilege_level": "user",
      "can_install_deps": false,
      "can_persist": true
    },
    "filesystem": {
      "reads_workspace": false,
      "reads_user_home": true,
      "reads_system": false,
      "writes_workspace": false,
      "writes_user_home": false,
      "writes_system": false,
      "can_delete": false
    },
    "network": {
      "egress": "any",
      "ingress": false
    },
    "credentials": {
      "reads_env_vars": true,
      "reads_credential_files": true,
      "reads_browser_data": false,
      "reads_keychain": false
    },
    "services": [],
    "actions": {
      "can_send_messages": false,
      "can_post_public": false,
      "can_purchase": false,
      "can_transfer_money": false,
      "can_deploy": false,
      "can_delete_external": false
    },
    "prompt_injection_surfaces": [
      "web"
    ],
    "content_types": [
      "general"
    ]
  },
  "hazards": {
    "hdac": {
      "H": 4,
      "D": 4,
      "A": 0,
      "C": 1
    },
    "flags": [
      "PERSISTENCE",
      "FS_READ_USER",
      "NET_EGRESS_ANY",
      "CREDS_ENV",
      "CREDS_FILES",
      "PI_WEB"
    ],
    "custom_flags": [
      {
        "code": "PERSISTENCE",
        "name": "Persistence Mechanism",
        "description": "Creates scheduled tasks or startup entries in: scripts/test_alpaca_connection.py"
      },
      {
        "code": "SOCIAL_ENGINEERING",
        "name": "Social Engineering Risk",
        "description": "SOCIAL_ENG_VAGUE_DESCRIPTION: Skill description is too vague or missing"
      },
      {
        "code": "COMMAND_INJECTION",
        "name": "Command Injection Risk",
        "description": "MCP_SQL_BLIND, TIRITH_DOTFILE_OVERWRITE: Blind SQL injection, system table access, or stored procedure abuse"
      },
      {
        "code": "DATA_EXFILTRATION",
        "name": "Data Exfiltration Risk",
        "description": "DATA_EXFIL_NETWORK_REQUESTS, DATA_EXFIL_ENV_VARS: HTTP client library imports that enable external communication"
      }
    ],
    "confidence": {
      "level": "medium",
      "basis": [
        "static_analysis"
      ],
      "notes": "Detected 4 security patterns (6 vendored rule hits). Review recommended."
    },
    "rationale": {
      "H": "H4: Critical: Privilege escalation or malware detected",
      "D": "D4: Critical: Credential theft or data exfiltration",
      "A": "A0: No side effects detected",
      "C": "C1: General content"
    }
  },
  "containment": {
    "level": "maximum",
    "required": [],
    "recommended": [
      {
        "control": "LOG_ACTIONS",
        "reason": "Audit trail for all actions"
      }
    ],
    "uncontained_risk": "Risk level depends on manual review of actual capabilities."
  },
  "risks": {
    "risks": [
      {
        "risk": "Command injection risk: MCP_SQL_BLIND, TIRITH_DOTFILE_OVERWRITE",
        "severity": "high",
        "mitigation": "Remove SQL exploitation patterns."
      },
      {
        "risk": "Social engineering indicators: SOCIAL_ENG_VAGUE_DESCRIPTION",
        "severity": "low",
        "mitigation": "Provide clear, detailed description of skill functionality"
      },
      {
        "risk": "Data exfiltration patterns: DATA_EXFIL_NETWORK_REQUESTS, DATA_EXFIL_ENV_VARS",
        "severity": "medium",
        "mitigation": "Ensure network access is necessary and documented"
      }
    ],
    "limitations": [
      "Static analysis only - runtime behavior not verified"
    ]
  },
  "incident_response": {
    "kill_switch": [
      "Stop the agent process"
    ],
    "containment": [
      "Review logs for unexpected actions"
    ],
    "recovery": [
      "Depends on skill capabilities"
    ]
  },
  "evidence": [
    {
      "evidence_id": "EV:file-1",
      "type": "file_excerpt",
      "title": "_meta.json",
      "file_path": "_meta.json"
    },
    {
      "evidence_id": "EV:file-2",
      "type": "file_excerpt",
      "title": "README.md",
      "file_path": "README.md"
    },
    {
      "evidence_id": "EV:file-3",
      "type": "file_excerpt",
      "title": "scripts/test_alpaca_connection.py",
      "file_path": "scripts/test_alpaca_connection.py"
    },
    {
      "evidence_id": "EV:file-4",
      "type": "file_excerpt",
      "title": "SKILL.md",
      "file_path": "SKILL.md"
    },
    {
      "evidence_id": "EV:cisco-1",
      "type": "file_excerpt",
      "title": "MCP_SQL_BLIND [HIGH] README.md:172: - Performance vs benchmark (if available)",
      "file_path": "README.md"
    },
    {
      "evidence_id": "EV:cisco-2",
      "type": "file_excerpt",
      "title": "DATA_EXFIL_NETWORK_REQUESTS [MEDIUM] scripts/test_alpaca_connection.py:21: import requests",
      "file_path": "scripts/test_alpaca_connection.py"
    },
    {
      "evidence_id": "EV:cisco-3",
      "type": "file_excerpt",
      "title": "DATA_EXFIL_ENV_VARS [MEDIUM] scripts/test_alpaca_connection.py:30: api_key = os.environ.get('ALPACA_API_KEY')",
      "file_path": "scripts/test_alpaca_connection.py"
    },
    {
      "evidence_id": "EV:cisco-4",
      "type": "file_excerpt",
      "title": "TIRITH_DOTFILE_OVERWRITE [HIGH] scripts/test_alpaca_connection.py:41: print(\"  echo 'export ALPACA_API_KEY=\\\"your_key\\\"' >> ~/.bashrc\")",
      "file_path": "scripts/test_alpaca_connection.py"
    },
    {
      "evidence_id": "EV:cisco-5",
      "type": "file_excerpt",
      "title": "SOCIAL_ENG_VAGUE_DESCRIPTION [LOW] SKILL.md:1: ---",
      "file_path": "SKILL.md"
    },
    {
      "evidence_id": "EV:cisco-6",
      "type": "file_excerpt",
      "title": "MCP_SQL_BLIND [HIGH] SKILL.md:268: - Compare to benchmark (S&P 500, relevant index)",
      "file_path": "SKILL.md"
    }
  ]
}