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investor-report-card

Aggregate scored portfolio company data into an investor-facing HTML report card.

Updated Aug 23, 2026
Search Tags:#aggregation#portfolio#benchmark#scores#html-template#investor-report-card#dimension-gaps
One-click install
npx skills add https://github.com/mhimmelfarb/Remidi-Works --skill investor-report-card
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investor-report-card
Source: https://github.com/mhimmelfarb/Remidi-Works/tree/main/investor-report-card
Command: npx skills add https://github.com/mhimmelfarb/Remidi-Works --skill investor-report-card

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes scripts (resource) and assets (resource) components.

What problem does it solve?

Consolidates already-scored portfolio company data into a single, investor-facing HTML portfolio report card, enabling crisp visibility into aggregate portfolio health and gaps across investments.

Core Features & Use Cases

  • Portfolio-level aggregation of scores from individual portfolio companies to produce a single HTML deliverable.
  • Dimension gap analysis against top-quartile benchmarks and a computed pattern highlighting the #1 portfolio-wide issue.
  • Automatic HTML generation using a template and a data model, ready for sharing with investors or clients.
  • Use cases: For a PE/VC fund, run the portfolio report card after portfolio scoring to prepare an external update.

Quick Start

Generate a portfolio report card for Edison Partners using the master database and the HTML template.

Frequently Asked Questions about investor-report-card

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

FAQPage Schema
How do I generate an investor report card for a portfolio of multiple companies?▼

To generate an investor report card, this Skill aggregates already-scored company data from your master database, computes portfolio-level metrics and dimension gaps against top-quartile benchmarks, and fills an HTML template to output a ready-to-share HTML file plus a portfolio_scores.json summary.

What is portfolio-level score aggregation and how does it show investment health gaps?▼

Portfolio-level score aggregation compiles individual company scores into unified metrics, highlighting the #1 portfolio-wide pattern and dimension gaps against top-quartile benchmarks to reveal overall investment health weaknesses across the fund.

Can I use an HTML template to build a portfolio benchmark report from an existing database?▼

Yes, you can use an HTML template to build a benchmark report. The Skill reads your master database and the template, computes aggregate portfolio scores, fills the template, and outputs the final investor-facing HTML deliverable.

Do I need to score my portfolio companies before generating an aggregate HTML report?▼

Yes, you must score individual portfolio companies before generating an aggregate HTML report. This Skill consolidates already-scored data from the master database rather than computing individual company scores from raw inputs.

What's the best way to prepare a PE or VC fund update using portfolio benchmark scores?▼

The best way to prepare a PE or VC fund update is to run this Skill after portfolio scoring. It automatically computes dimension gaps against top-quartile benchmarks and generates an external-facing HTML report card for investors.

What format is the portfolio scores summary output in alongside the HTML report?▼

Alongside the HTML report, the portfolio scores summary is output as a portfolio_scores.json file. This structured JSON file contains the computed aggregate metrics and benchmark gap data for the portfolio.

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