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carta-soi

Display a fund's Schedule of Investments as an interactive Live Artifact in Cowork.

12|16|Updated Mar 26, 2026
Search Tags:#portfolio#cowork#carta#schedule of investments#fund holdings#live artifact
One-click install
npx skills add https://github.com/carta/plugins --skill carta-soi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-soi
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-soi
Command: npx skills add https://github.com/carta/plugins --skill carta-soi

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about carta-soi

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

FAQPage Schema
How do I view a fund's Schedule of Investments interactively without manual exports?▼

The Schedule of Investments is generated as an interactive Live Artifact in Cowork by querying the Carta data warehouse, replacing static exports with sortable columns, expandable rows, and real-time search filters.

How do I switch between multiple funds to check portfolio holdings?▼

To switch between funds, the Skill automatically loads all funds you have access to within a firm and presents them in a header dropdown, enabling one-click switching that triggers a real-time data refresh from the Carta data warehouse.

What permissions and connections do I need to display fund holdings in Cowork?▼

To display fund holdings, you need an active Carta MCP server connection, the Cowork environment, and valid firm and fund access permissions to render the artifact and pin MCP context for data queries.

Does the Carta Schedule of Investments artifact update holdings data in real-time?▼

The Carta Schedule of Investments artifact updates in real-time by querying the Carta data warehouse on initial load and every time a user switches funds, ensuring company and asset-level holdings, costs, and gains are current.

How do I generate a Live Artifact for fund holdings in Cowork?▼

To generate a Live Artifact for fund holdings, ask the Skill to show the Schedule of Investments for a specific firm or fund name, and it will automatically build and load the interactive artifact in your Cowork sidebar.

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