carta-soi
OfficialFund Schedule of Investments as Cowork artifacts
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Accessing a fund's Schedule of Investments typically requires manual data exports or ad-hoc queries that produce static, hard-to-read results. This Skill automates the process by generating a persistent, interactive Live Artifact directly in Cowork that always reflects the latest holdings data.
Core Features & Use Cases
- Interactive Live Artifact: Renders a fully interactive SOI with sortable columns, expandable company and asset rows, and a real-time search filter.
- Firm-Scoped Fund Switcher: Automatically loads every fund the user has access to within a firm and presents them in a header dropdown for instant switching.
- Real-Time Data Refresh: Queries the Carta data warehouse on initial load and every time the user switches funds, ensuring holdings, costs, and gains are always current.
Quick Start
Ask the Skill to show the Schedule of Investments for a specific fund or firm name, and it will automatically build and load the interactive artifact in your Cowork sidebar.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
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Please help me install this Skill: Name: carta-soi Download link: https://github.com/carta/plugins/archive/main.zip#carta-soi Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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