finance-screen
CommunityInvesting screens to build ready portfolios.
Finance & Accounting#diversification#portfolio-construction#ticker-analysis#investment-screening#custom-criteria#pre-built-strategies
Authorzubair-trabzada
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Investment planning and portfolio construction can be time-consuming and error-prone. This Skill automates screening to generate model portfolios using proven strategies and customizable criteria, delivering a ready-to-use FINANCE-SCREEN.md with allocations, expected returns, and rebalancing notes.
Core Features & Use Cases
- Pre-built screens: Dividend Growth, Three-Fund Index Portfolio, Bond Allocation, Real Estate (REITs), International Diversification, ESG.
- Custom criteria support: combine strategies with user-defined filters and risk constraints.
- Output: a model portfolio with ticker examples, allocation weights, expected returns, expense ratios, and rebalancing notes; output saved as FINANCE-SCREEN.md.
Quick Start
Run the finance screen to generate a model portfolio based on your chosen strategy.
Dependency Matrix
Required Modules
None requiredComponents
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-screen Download link: https://github.com/zubair-trabzada/ai-finance-claude/archive/main.zip#finance-screen Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 510,000+ vetted skills library on demand.