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debt-portfolio-monitor

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Proactively monitor CRE debt portfolios

Finance & Accounting#monitoring#portfolio#risk-management#debt#cre#cecl#lp-reporting
Authormariourquia
Version1.0.0
Installs0

System Documentation

What problem does it solve?

CRE debt portfolios often lack a unified, real-time view of risk, liquidity needs, and reporting readiness, leading to delayed actions and LP surprises.

Core Features & Use Cases

  • Traffic-light dashboard aggregating DSCR, LTV, DY, and covenant data to surface risk.
  • Maturity wall and concentration analytics to plan refinancings, extensions, or dispositions.
  • CECL-based loss reserves, rate exposure monitoring, covenant dashboards, and LP-ready reporting.
  • Use Case: A fund manager reviews 6-12 month horizons to trigger refinancings and extensions.

Quick Start

Provide your loan-level data and portfolio parameters to instantly generate a traffic-light dashboard, maturity wall, watchlist, and LP-ready reports.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: debt-portfolio-monitor
Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#debt-portfolio-monitor

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