carteira-investimentos

Community

Smarter portfolio decisions for your investments.

AuthorMaxServDev
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps you automate the management and analysis of investment portfolios, turning complex holdings into clear, actionable insights.

Core Features & Use Cases

  • Portfolio tracking across asset classes ( ações, FIIs, ETFs, renda fixa, criptomoedas ) with performance and risk flags.
  • Automated reports including allocation, rentabilidade, proventos, and benchmarks.
  • Interactive guidance for rebalancing and scenario planning based on user goals.

Quick Start

Ask for your current holdings and goals, and I will generate your initial portfolio analysis.

Dependency Matrix

Required Modules

None required

Components

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: carteira-investimentos
Download link: https://github.com/MaxServDev/DriClaw-Evolution-local/archive/main.zip#carteira-investimentos

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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