portfolio-monitoring Skill
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on " Published by anthropics in financial-services.
What is portfolio-monitoring Skill?
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on " Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use portfolio-monitoring Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md
What it does
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "
Skill instructions
Portfolio Monitoring Workflow Step 1: Ingest Financial Package - Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV) - Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital - Identify the reporting period and compare to prior period and budget/plan Step 2: KPI Extraction & Variance Analysis Key metrics to track (adapt to the company's sector): Financial KPIs: - Revenue vs. budget ($ and %) - EBITDA and EBITDA margin vs. budget - Cash balance and net debt - Leverage ratio (Net Debt / LTM EBITDA) - Interest coverage ratio - Capex vs. budget - Free cash flow Operational KPIs (ask user or infer from data): - Customer count / revenue per customer - Employee headcount / revenue per employee - Backlog / pipeline - Churn / retention rates Step 3: Flag & Summarize - Green: Within 5% of plan - Yellow: 5-15% below plan — flag for discussion - Red: 15% below plan or covenant breach risk — immediate attention Output a concise
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Frequently asked questions
What is portfolio-monitoring?
portfolio-monitoring is a open-source AI agent skill with Copy skill directory. Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards.
Who is portfolio-monitoring best for?
portfolio-monitoring is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install portfolio-monitoring?
Install or run portfolio-monitoring using Copy skill directory. Check portfolio-monitoring for the latest setup command.
Is portfolio-monitoring actively maintained?
portfolio-monitoring may need a closer maintenance check before production use.
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