portfolio-analyzer▌
onewave-ai/claude-skills · updated Apr 8, 2026
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
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!
Discussion
Product Hunt–style comments (not star reviews)- No comments yet — start the thread.
Ratings
4.6★★★★★26 reviews- ★★★★★Omar Johnson· Dec 28, 2024
Keeps context tight: portfolio-analyzer is the kind of skill you can hand to a new teammate without a long onboarding doc.
- ★★★★★Ganesh Mohane· Dec 20, 2024
We added portfolio-analyzer from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
- ★★★★★Shikha Mishra· Dec 16, 2024
I recommend portfolio-analyzer for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
- ★★★★★Aanya Harris· Dec 4, 2024
portfolio-analyzer has been reliable in day-to-day use. Documentation quality is above average for community skills.
- ★★★★★Lucas Perez· Nov 23, 2024
Useful defaults in portfolio-analyzer — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
- ★★★★★Ama Johnson· Nov 19, 2024
portfolio-analyzer is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
- ★★★★★Sakshi Patil· Nov 11, 2024
portfolio-analyzer fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
- ★★★★★Aarav Gill· Oct 14, 2024
portfolio-analyzer is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
- ★★★★★Aanya Martin· Oct 10, 2024
Useful defaults in portfolio-analyzer — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
- ★★★★★Chaitanya Patil· Oct 2, 2024
Registry listing for portfolio-analyzer matched our evaluation — installs cleanly and behaves as described in the markdown.
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