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carteira-investimentos

Analyze investment portfolios and generate structured performance and risk reports.

Updated Apr 12, 2026
Search Tags:#benchmarks#investments#proventos#investimento#carteira#rentabilidade#diversificação
One-click install
npx skills add https://github.com/MaxServDev/DriClaw-Evolution-local --skill carteira-investimentos
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carteira-investimentos
Source: https://github.com/MaxServDev/DriClaw-Evolution-local/tree/main/.agents/skills/carteira-investimentos
Command: npx skills add https://github.com/MaxServDev/DriClaw-Evolution-local --skill carteira-investimentos

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about carteira-investimentos

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

FAQPage Schema
How do I analyze my investment portfolio across multiple asset classes?▼

You can analyze your investment portfolio by providing your current holdings and goals to generate structured insights on allocation, risk flags, and rentabilidade across stocks, FIIs, ETFs, renda fixa, tesouro, and crypto.

What is the best way to track portfolio proventos and compare them to benchmarks?▼

The best way to track portfolio proventos and benchmarks is by automating report generation, which structures your asset data to calculate performance metrics and compare returns against market benchmarks.

Can I get interactive guidance for portfolio rebalancing and scenario planning?▼

Yes, you can get interactive guidance for portfolio rebalancing and scenario planning by inputting your financial goals, which triggers tailored recommendations for adjusting your asset positions.

Does portfolio analysis support tracking risk flags for alternative assets like criptomoedas?▼

Portfolio analysis supports tracking risk flags for alternative assets like criptomoedas, evaluating position tracking and rentabilidade alongside traditional asset classes like renda fixa and tesouro.

How do I generate automated reports for my investment portfolio allocation?▼

To generate automated reports for investment portfolio allocation, the system processes your holdings data to output structured documents covering diversificação, rentabilidade analysis, and proventos tracking.

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