portfolio_balancer.generate_report
CommunityAuto-generates daily, actionable portfolio reports
Finance & Accounting#automation#markdown#rebalancing#drift-analysis#portfolio-report#permanent-portfolio
Authorncrmro
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: portfolio_balancer.generate_report Download link: https://github.com/ncrmro/deepwork-permanent-portfolio/archive/main.zip#portfolio-balancer-generate-report Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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