portfolio-review
CommunityAutomate portfolio health insights with ease.
AuthorJayKim88
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manual, error-prone portfolio reviews and fragmented insights are replaced with an automated process that scores holdings, aggregates metrics, and renders a live dashboard for quick decision making.
Core Features & Use Cases
- Scoring all holdings across Financial, Valuation, and Momentum to produce a holistic health score.
- Computing portfolio-level metrics (Total value, P&L, weighted score) and generating a browser-based dashboard.
- Providing actionable insights on diversification and weak holdings to inform rebalancing decisions.
- Auto-opening the dashboard for quick sharing with stakeholders.
Quick Start
Trigger the portfolio-review skill by saying "review my portfolio" to automatically score holdings and generate the interactive dashboard.
Dependency Matrix
Required Modules
yfinancepandasnumpysqlalchemy
Components
scriptsreferences
💻 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-review Download link: https://github.com/JayKim88/claude-ai-engineering/archive/main.zip#portfolio-review Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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