Summary
投资组合复盘 — 盘点所有投资项目，评估浮盈/浮亏，更新账面价值。 适用情形：月度投资盘点时执行，从 [INVEST]/[MARKET]/[ERP] 获取数据， 更新各投资项目估值，识别须关注的项目，输出投资组合健康度报告。 核心：投资项目盘点 + 市值更新 + 浮盈/浮亏分析 + 风险识别。
vivy-yi/finance-skills
investment-portfolio-review
Installation
$
npx skills add https://github.com/vivy-yi/finance-skills
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npx skills add https://github.com/vivy-yi/finance-skills
More details
Agent compatibility
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
Claude Code
Not declared
Cursor
Not declared
Codex
Not declared
GitHub Copilot
Not declared
Windsurf
Not declared
Gemini CLI
Not declared
Cline
Not declared
OpenCode
Not declared
Repository health
Stars
27
License
LICENSE
Default branch
master
Open issues
0
Status
Active
History
- First seen on skills.sh
- First recorded snapshot · 4 installs