portfolio-analyzer

Provide portfolio company data (invested capital, current value, IRR, MOIC) manually or via the Nexus MCP tools, and the skill aggregates NAV, weighted IRR, DPI, and RVPI. It then benchmarks results against prior periods and fund targets and flags outliers.

The skill computes NOI-weighted cap rates, SF-weighted occupancy, aggregate NOI growth, and portfolio-level DSCR across CRE holdings. Supply property-level values manually or pull them through the Nexus MCP portfolio tools.

Yes, all analysis works standalone without Nexus MCP. Paste portfolio company data, fund metrics, or spreadsheet exports manually, and the skill performs the same aggregation, benchmarking, and outlier detection.

The health score is a 0-100 metric classifying holdings as Strong (80-100), Healthy (60-79), Watch (40-59), or At Risk (0-39). Holdings below 40 are flagged for asset management deep-dives in the generated action items.

Benchmark comparisons depend on the data you provide; without market index or peer data, comparisons are limited to prior periods and fund targets. Stale or estimated company financials are flagged as data gaps under the confidence calibration protocol.