normalize-portco

Normalize financial data from multiple portcos into a unified CSV with mapping audit and anomaly report.

Updated Apr 25, 2026
One-click install
npx skills add https://github.com/bolnet/private-equity --skill normalize-portco
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: normalize-portco
Source: https://github.com/bolnet/private-equity/tree/main/finance-mcp-plugin/skills/private-equity/normalize-portco
Command: npx skills add https://github.com/bolnet/private-equity --skill normalize-portco

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill helps standardize and normalize financial data sets from multiple portcos, allowing for cross-comparison and analysis.

Core Features & Use Cases

  • Data Standardization: Convert financial data from different chart-of-accounts into a unified schema.
  • Provenance Preservation: Maintain a mapping audit for each data transformation.
  • Anomaly Detection: Identify and report anomalies such as magnitude mismatches, sign flips, and coverage issues.
  • Use Case: Ideal for private equity firms needing to analyze the performance of their portcos across different accounting systems.

Quick Start

Use the normalize-portco skill to standardize the financial data for the portcos in the provided directories.

Frequently Asked Questions about normalize-portco

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

FAQPage Schema
How do I normalize financial data from multiple portcos with different charts of accounts?

To normalize portco financial data, you can use a skill that converts data from different charts-of-accounts into a unified schema. It requires input CSVs or directories and outputs a normalized CSV for cross-comparison.

What is financial data standardization in private equity?

Financial data standardization in private equity is the process of mapping diverse portco accounting systems into a unified schema. This enables cross-comparison and analysis across the portfolio while preserving a mapping audit.

How do I detect anomalies like sign flips and magnitude mismatches in portco financials?

You can detect anomalies like sign flips and magnitude mismatches in portco financials by running Python data transformation scripts. The process generates an anomaly report alongside the normalized CSV output.

Can I standardize multiple portco financial CSVs without losing the original data mapping?

Yes, you can standardize multiple portco financial CSVs while preserving provenance. The process maintains a mapping audit for each data transformation, ensuring you can trace normalized outputs back to their original source.

What is the best way to analyze private equity portfolio company performance across different accounting systems?

The best way to analyze portco performance across different accounting systems is to normalize the data into a unified schema. This provides a unified view for analysis, enabling accurate cross-comparison of financial data sets.