portfolio-analyzer
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
How do I install this agent skill?
npx skills add https://github.com/onewave-ai/claude-skills --skill portfolio-analyzerIs this agent skill safe to install?
- Gen Agent Trust Hubpass
The skill is a collection of natural language instructions and templates for a financial analysis agent. It contains no executable scripts, network configurations, or sensitive data access patterns, and is functionally safe.
- Socketpass
No alerts
- Snykpass
Risk: LOW · No issues
- Runlayerpass
1 file scanned · No issues
What does this agent skill do?
Portfolio 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!
How can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/onewave-ai/claude-skills/portfolio-analyzer">View portfolio-analyzer on skillZs</a>