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finance-portfolio

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Drift-aware portfolio analysis.

Finance & Accounting#analysis#portfolio#drift#costs#allocation#rebalance#tax-efficiency
Authorzubair-trabzada
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Investors often struggle to understand how their holdings align with risk tolerance, cost constraints, and diversification goals. This Skill provides a structured portfolio analysis that highlights allocation drift, costs, and opportunities for tax-efficient optimization, all in a concise, repeatable report.

Core Features & Use Cases

  • Current vs target allocation audit across asset classes and tax buckets
  • Cost optimization by evaluating expense ratios and potential swaps to lower fees
  • Tax-efficient asset location guidance and rebalancing recommendations
  • Portfolio scoring and scenario-based improvement plans
  • Produce a professional FINANCE-PORTFOLIO.md report for client-ready delivery

Quick Start

Run a portfolio analysis on my current holdings to produce a FINANCE-PORTFOLIO.md report with drift, costs, and optimization recommendations.

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: finance-portfolio
Download link: https://github.com/zubair-trabzada/ai-finance-claude/archive/main.zip#finance-portfolio

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