skills.rest
perlowja
perlowjaCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

portfolio-analysis

Consolidate portfolio data from CSV, Excel, PDFs, and images into holdings and dashboards.

9|2|Updated Mar 18, 2026
Search Tags:#investment#dashboard#csv#data-analytics#portfolio-analysis#vision-extraction
One-click install
npx skills add https://github.com/perlowja/InvestorClaw --skill portfolio-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-analysis
Source: https://github.com/perlowja/InvestorClaw/tree/main/claude/skills/portfolio-analysis
Command: npx skills add https://github.com/perlowja/InvestorClaw --skill portfolio-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, opencv-python.

What problem does it solve?

Analyze investment portfolios from broker CSV exports, Excel files, PDFs, or photos/screenshots of broker statements. Use when the user asks about holdings, performance, bonds, analyst ratings, news, synthesis, dashboard, or wants to prepare for advisor meetings. Also triggers when the user attaches an image/PDF of a brokerage statement — vision extracts holdings automatically. Covers multi-account consolidation (401k, ESPP, brokerage), deterministic financial math, analyst consensus, news sentiment, portfolio optimization, multi-factor synthesis, and interactive dashboards.

Core Features & Use Cases

  • Multi-account consolidation (401k, ESPP, brokerage) for holistic performance views.
  • Deterministic financial math and multi-factor synthesis producing dashboards and narrative visuals.
  • Vision-backed extraction of data from images/PDFs to auto-ingest holdings and generate reports.

Quick Start

Run a full portfolio analysis on the user’s broker data to generate holdings, performance, and a dashboard.

Frequently Asked Questions about portfolio-analysis

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

FAQPage Schema
How do I consolidate multiple broker CSV exports into a single portfolio dashboard?▼

Consolidate multiple broker CSV exports by ingesting them to merge holdings across 401k, ESPP, and brokerage accounts. The tool applies deterministic financial math to generate a unified interactive dashboard for advisor meetings.

Can I extract holdings data from a PDF or image of a brokerage statement?▼

Yes, extract holdings from a PDF or image using built-in vision extraction capabilities. The pipeline automatically ingests broker statements from attached documents and parses them to generate performance reports.

Does portfolio analysis work with Excel files and Python pandas for financial math?▼

Portfolio analysis works directly with Excel files and uses Python pandas alongside numpy to process financial data. This enables deterministic math calculations and multi-factor synthesis for evaluating investment performance.

What is the best way to prepare for an advisor meeting using my investment portfolio data?▼

The best way to prepare is to run a full multi-account analysis on your broker data. The tool synthesizes analyst consensus, news sentiment, and performance metrics to produce narrative visuals and interactive dashboards.

Do I need opencv-python to process screenshots of broker statements?▼

You need opencv-python installed in your environment to enable vision-backed extraction from screenshots or photos. This dependency allows the pipeline to automatically ingest visual broker data and generate holdings reports.

Related Skills

Explore More Finance & Accounting Skills→
aiyinluyaaiyinluya
2

sn-da-image-caption

Generate vision captions from images and parse them into tabular data.

Community
Advanced
teodorboevteodorboev

client-viewer-dashboard

Generate a read-only branded dashboard with performance metrics, content calendars, and AI-generated reports.

Community
Advanced
thanhtai040805thanhtai040805
2

multi-factor

Calculate multi-factor stock ranking scores with Z-score normalization using pandas and numpy.

Community
Intermediate
mr-kellymr-kelly
4

kelly-revshare-simulator

Model revenue-based financing deals and calculate projected cash flows and repayment metrics.

Community
Intermediate