geeksfino/finskills
portfolio-health-check
诊断现有投资组合的风险和低效问题。当用户要求审查、审计或压力测试其当前持仓,评估组合集中度,检查因子暴露,评估相关性风险,识别隐性偏移,或获取其已有组合的改进建议时使用此技能。
Installation
npx skills add https://github.com/geeksfino/finskills
Similar popular skills
Related neighbors and high-traction skills in the same topics — useful to compare before installing.
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing …
1.7K installsAnalyze portfolio allocation drift and generate rebalancing trade recommendations across accoun…
8 installsTrack and analyze portfolio company performance against plan. Ingests monthly/quarterly financi…
8 installsRoll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, ma…
497 installsFind companies backed by a specific investor or accelerator, then find contacts and build perso…
25.3K installsAnalyze one or many crypto wallets by address — holdings, batch realized/unrealized P&L, win ra…
12.5K installsAlso in this package
Other skills from geeksfino/finskills · top by installs.
npx skills add https://github.com/geeksfino/finskills
More details
Agent compatibility
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
Repository health
main
History
- First seen on skills.sh
- First recorded snapshot · 81 installs