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kelly-portfolio-health

Analyze local JSON snapshots of revenue-based-financing and private-credit portfolios.

4|3|Updated Feb 25, 2026
Search Tags:#dashboard#finance#portfolio#risk#sme#rbf
One-click install
npx skills add https://github.com/mr-kelly/skills --skill kelly-portfolio-health
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: kelly-portfolio-health
Source: https://github.com/mr-kelly/skills/tree/main/skills/kelly-portfolio-health
Command: npx skills add https://github.com/mr-kelly/skills --skill kelly-portfolio-health

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires hono, @hono/node-server, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This skill provides a private, local-first dashboard for monitoring revenue-based-financing (RBF) or private-credit portfolios, eliminating the need to expose sensitive contract data to external cloud platforms.

Core Features & Use Cases

  • Portfolio Health Summary: Instantly visualize total AUM, collected funds, and weighted-average repayment progress.
  • Risk Monitoring: Identify at-risk contracts through automated repayment-lag tracking and revenue-decline watchlists.
  • Concentration Analysis: View funding exposure by industry and city to manage portfolio risk.
  • Use Case: A fund manager can use this dashboard to quickly identify which SME contracts are lagging behind their expected repayment pace and flag them for manual review without ever leaving their local environment.

Quick Start

Invoke the kelly-portfolio-health skill to launch the local dashboard and view your current portfolio health metrics.

Frequently Asked Questions about kelly-portfolio-health

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

FAQPage Schema
How do I monitor revenue-based financing portfolio health locally without cloud exposure?▼

A local RBF dashboard analyzes local JSON snapshots to monitor repayment progress and concentration risk. It uses local-only data processing with no external network calls, ensuring sensitive financial data never leaves your environment.

What private credit risk metrics can I track for an SME lending book?▼

For an SME lending book, you can track weighted-average repayment progress, repayment-lag tracking, revenue-decline watchlists, and funding concentration by industry and city to identify at-risk contracts for manual review.

How do I visualize AUM and repayment progress from local JSON contract data?▼

Load local JSON snapshots into the dashboard to instantly visualize total AUM, collected funds, and weighted-average repayment progress. It provides a portfolio health summary directly from your local contract data.

Can I analyze SME funding concentration by industry and city without external APIs?▼

Yes, you can analyze SME funding concentration by industry and city without external APIs. The dashboard operates using local-only data processing to guarantee sensitive financial data security.

Does this portfolio monitoring dashboard support real-time data feeds or external integrations?▼

No, the portfolio monitoring dashboard does not support real-time data feeds or external integrations. It is a read-mostly tool using local JSON snapshots to guarantee sensitive financial data security.

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