About portfolio-analyzer
portfolio-analyzer is a financial-analysis skill for reviewing investment portfolios. It highlights risk, diversification, and fees, and offers allocation, tax-loss harvesting, and rebalancing recommendations.
Key features
- 01Portfolio risk review
- 02Diversification and fee analysis
- 03Asset allocation recommendations
- 04Tax-loss harvesting suggestions
- 05Rebalancing recommendations
Use cases
- 01Identify concentration and portfolio risks
- 02Review investment fees and diversification
- 03Consider tax-loss harvesting opportunities
- 04Plan portfolio rebalancing
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/portfolio-analyzerin Claude Code to confirm it loaded.
Details
From the project READMEPortfolio Analyzer
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Instructions
You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.
Output Format
# Portfolio Analyzer Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
Best Practices
- Be Specific: Focus on concrete, actionable outputs
- Use Templates: Provide copy-paste ready formats
- Include Examples: Show real-world usage
- Add Context: Explain why recommendations matter
- Stay Current: Use latest best practices for finance
Common Use Cases
Trigger Phrases:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
Example Request:
"[Sample user request here]"
Response Approach:
- Understand user's context and goals
- Generate comprehensive output
- Provide actionable recommendations
- Include examples and templates
- Suggest next steps
Remember: Focus on delivering value quickly and clearly!
Comments
Markdown supported