Agent skill

Portfolio Monitoring

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

★ 37,407 stars Apache-2.0 anthropics/financial-services

Install this skill

This command installs the skill into the portable ~/.agents/skills directory. The homepage installer can generate the native path for your specific agent.

mkdir -p $HOME/.agents/skills/'portfolio-monitoring' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/HEAD/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md' -o $HOME/.agents/skills/'portfolio-monitoring'/SKILL.md

Skill details

Repository
anthropics/financial-services
SKILL.md path
plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md
Author
anthropics
Tags
agent-skill, finance, portfolio-monitoring, kpi, financial-statements, board-reporting