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portfolio_balancer.generate_report

Compile daily portfolio data into a Markdown report saved with a date-stamped filename.

Updated Jan 27, 2026
Search Tags:#automation#markdown#rebalancing#drift-analysis#portfolio-report#permanent-portfolio
One-click install
npx skills add https://github.com/ncrmro/deepwork-permanent-portfolio --skill portfolio-balancer-generate-report
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio_balancer.generate_report
Source: https://github.com/ncrmro/deepwork-permanent-portfolio/tree/main/.claude/skills/portfolio_balancer.generate_report
Command: npx skills add https://github.com/ncrmro/deepwork-permanent-portfolio --skill portfolio-balancer-generate-report

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill consolidates daily portfolio data and analysis into a single, readable report for manual review, reducing manual prep time and ensuring consistency across the workflow.

Core Features & Use Cases

  • Aggregates inputs from portfolio_balancer collect_portfolio_data, analyze_allocation, and generate_recommendations to produce a comprehensive daily report.
  • Includes a clear allocation snapshot, drift analysis, satellite breakdown (if applicable), and margin efficiency section for informed decisions.
  • Saves a date-stamped report to portfolio_balancer/reports for archival and quick access in daily operations.

Quick Start

Run the portfolio_balancer.generate_report workflow after the required data has been produced to generate today's report.

Frequently Asked Questions about portfolio_balancer.generate_report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate daily portfolio report generation in Markdown?▼

Daily portfolio report generation is automated by consolidating collected data, drift analysis, and recommendations into a single Markdown file, which is then saved with a date-stamped filename for archival and manual review.

What is portfolio drift analysis and when do I need a rebalancing report?▼

Portfolio drift analysis measures how far current asset allocations deviate from target weights. A rebalancing report is needed when this drift requires manual review to decide on corrective trades.

How do I consolidate allocation snapshots and margin efficiency data into one report?▼

You consolidate allocation snapshots and margin efficiency data by aggregating inputs from prior portfolio analysis stages, formatting them into a comprehensive Markdown document for daily operational review.

Do I need previous workflow data files to generate a Permanent Portfolio report?▼

Yes, generating a Permanent Portfolio report requires data files from prior workflow stages, specifically portfolio collection, allocation analysis, and generated recommendations, to compile a comprehensive daily output.

What's the best way to compile satellite breakdown and allocation data for manual review?▼

The best way to compile satellite breakdown and allocation data is to aggregate the analyzed portfolio inputs into a structured Markdown report, ensuring all drift and margin metrics are readable for manual decisions.

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