portfolio-report
CommunityGenerate interactive portfolio analysis reports.
Finance & Accounting#risk assessment#portfolio analysis#retirement planning#financial planning#yfinance#investment report#fidelity csv
Authorkishchal
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the creation of comprehensive, interactive HTML reports from Fidelity CSV exports, providing deep insights into portfolio performance, allocation, and risk.
Core Features & Use Cases
- Automated Report Generation: Transforms raw portfolio data into visually rich, interactive HTML reports.
- In-depth Analysis: Includes features like risk classification, investment suggestions, withdrawal planning, and tax-loss harvesting analysis.
- Use Case: When a user wants to understand their investment performance and get actionable advice, they can simply provide their Fidelity CSV export to generate a detailed report.
Quick Start
Run the portfolio report skill using your Fidelity CSV file located at '/path/to/Portfolio_Positions.csv'.
Dependency Matrix
Required Modules
yfinancenumpy
Components
scriptsassets
💻 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-report Download link: https://github.com/kishchal/portfolio-report/archive/main.zip#portfolio-report Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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