mx-portfolio-quick-scan

Official

Quick daily triage of portfolio accounts with status cards

AuthormiXshift
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a daily triage of all configured accounts in a portfolio, presenting a status card per account to indicate if action is required or not.

Core Features & Use Cases

  • Multi-account Triage: Generates one status card per account, answering whether a platform login is required today.
  • Status Cards: Cards display GREEN, YELLOW, or RED verdicts based on CI anomalies, TACOS posture, and pacing proximity.
  • Use Case: For a portfolio with multiple accounts, this Skill helps quickly identify which accounts need attention based on key performance metrics.

Quick Start

Run the portfolio quick scan for all accounts using the command 'run portfolio scan'.

Dependency Matrix

Required Modules

MySQLportfolio account configbrand context files

Components

scriptsreferencesassets

💻 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: mx-portfolio-quick-scan
Download link: https://github.com/miXshift/mx-claude-plugin/archive/main.zip#mx-portfolio-quick-scan

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